Transce3nd’s CVB Financial CVBF Stock Holding History

Transce3nd’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 Q1	–	Sell	-630	Closed	-$13.5K	–	1276
2024 Q4	$13.5K	Buy	+630	New	+$13.3K	﹤0.01%	662

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Transce3nd's CVBF Position: Q1 2025 in Review

Transce3nd sold out of CVB Financial (CVBF) in Q1 2025, closing a stake of 630 shares — an estimated $13.5K sold.

Transce3nd first reported a position in CVBF in Q4 2024 and held it in 1 quarter. The position peaked at $13.5K in Q4 2024. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2025.

Transce3nd reported no remaining CVB Financial position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 630 CVB Financial shares in Q1 2025, an estimated $13.5K.
Transce3nd first reported a position in CVB Financial in Q4 2024 and held it in 1 quarter.
Transce3nd's CVB Financial position peaked at $13.5K in Q4 2024.
238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.