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Wealthspire Advisors (New York)’s CVB Financial CVBF Stock Holding History

Wealthspire Advisors (New York)’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
-278
Closed -$5.26K – 1453
2025
Q3 		$5.26K Buy
+278
New +$5.54K ﹤0.01% 2315

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 $1.9T AUM 41.92% 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 $654B AUM 26.35% 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 $1.61T 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

Wealthspire Advisors (New York)'s CVBF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of CVB Financial (CVBF) in Q4 2025, closing a stake of 278 shares — an estimated $5.26K sold.

Wealthspire Advisors (New York) first reported a position in CVBF in Q3 2025 and held it in 1 quarter. The position peaked at $5.26K in Q3 2025. 264 funds tracked by Wall St. Rank hold CVBF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining CVB Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 278 CVB Financial shares in Q4 2025, an estimated $5.26K.
  • Wealthspire Advisors (New York) first reported a position in CVB Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s CVB Financial position peaked at $5.26K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held CVB Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.