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TwinBeech Capital’s CVB Financial CVBF Stock Holding History

TwinBeech Capital’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
-20,449
Closed -$387K – 647
2025
Q3 		$387K Sell
20,449
-74,933
-79% -$1.49M 0.02% 427
2025
Q2 		$1.89M Buy
95,382
+84,629
+787% +$1.58M 0.04% 333
2025
Q1 		$199K Buy
+10,753
New +$214K ﹤0.01% 663
2024
Q1 		– Sell
-19,311
Closed -$390K – 608
2023
Q4 		$390K Buy
+19,311
New +$343K 0.01% 564
2023
Q2 		– Sell
-59,040
Closed -$985K – 647
2023
Q1 		$985K Buy
+59,040
New +$1.35M 0.02% 454

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

TwinBeech Capital's CVBF Position: Q4 2025 in Review

TwinBeech Capital sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 20,449 shares — an estimated $387K sold.

TwinBeech Capital first reported a position in CVBF in Q1 2023 and held it in 5 quarters. The position peaked at $1.89M in Q2 2025. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • TwinBeech Capital reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • TwinBeech Capital sold 20,449 CVB Financial shares in Q4 2025, an estimated $387K.
  • TwinBeech Capital first reported a position in CVB Financial in Q1 2023 and held it in 5 quarters.
  • TwinBeech Capital's CVB Financial position peaked at $1.89M in Q2 2025.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.