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Tortoise Investment Management’s CVB Financial CVBF Stock Holding History

Tortoise Investment Management’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$38 – 509
2025
Q3 		$38 Buy
+2
New +$40 ﹤0.01% 1522

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's CVBF Position: Q4 2025 in Review

Tortoise Investment Management sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 2 shares — an estimated $38 sold.

Tortoise Investment Management first reported a position in CVBF in Q3 2025 and held it in 1 quarter. The position peaked at $38 in Q3 2025. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Tortoise Investment Management reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 CVB Financial shares in Q4 2025, an estimated $38.
  • Tortoise Investment Management first reported a position in CVB Financial in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's CVB Financial position peaked at $38 in Q3 2025.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.