TI
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TrueMark Investments’s CVB Financial CVBF Stock Holding History

TrueMark Investments’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
Q2 		– Sell
-10,904
Closed -$201K – 163
2025
Q1 		$201K Buy
+10,904
New +$217K 0.05% 167

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TrueMark Investments's CVBF Position: Q2 2025 in Review

TrueMark Investments sold out of CVB Financial (CVBF) in Q2 2025, closing a stake of 10,904 shares — an estimated $201K sold.

TrueMark Investments first reported a position in CVBF in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 252 funds tracked by Wall St. Rank hold CVBF as of Q2 2025.

  • TrueMark Investments reported no remaining CVB Financial position as of Q2 2025 after selling out during the quarter.
  • TrueMark Investments sold 10,904 CVB Financial shares in Q2 2025, an estimated $201K.
  • TrueMark Investments first reported a position in CVB Financial in Q1 2025 and held it in 1 quarter.
  • TrueMark Investments's CVB Financial position peaked at $201K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held CVB Financial as of Q2 2025.

Based on TrueMark Investments's 13F filing for Q2 2025, filed 29 Jul 2025.