TCOV
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Trust Company of Vermont’s CVB Financial CVBF Stock Holding History

Trust Company of Vermont’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 		$4.48K Hold
241
– – ﹤0.01% 952
2025
Q3 		$4.56K Hold
241
– – ﹤0.01% 936
2025
Q2 		$4.77K Hold
241
– – ﹤0.01% 924
2025
Q1 		$4.45K Hold
241
– – ﹤0.01% 857
2024
Q4 		$5.16K Hold
241
– – ﹤0.01% 855
2024
Q3 		$4.29K Buy
+241
New +$4.3K ﹤0.01% 858

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Company of Vermont's CVBF Position: Q4 2025 in Review

Trust Company of Vermont held its CVB Financial (CVBF) position steady in Q4 2025 at 241 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Trust Company of Vermont first reported a position in CVBF in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.16K in Q4 2024. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Trust Company of Vermont held 241 shares of CVB Financial worth $4.48K as of Q4 2025.
  • Trust Company of Vermont left its CVB Financial share count unchanged in Q4 2025.
  • CVB Financial made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #952 holding.
  • Trust Company of Vermont first reported a position in CVB Financial in Q3 2024 and has held it in 6 quarters since.
  • Trust Company of Vermont's CVB Financial position peaked at $5.16K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.