Institutional Ownership Cvb Financial Corp (CVBF)
This table provides information about the institutional ownership of Cvb Financial Corp (CVBF). We have compiled data on the 253 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
95
shares
|
$1,926
0.0% of portfolio
|
Q4 2022
Added 7.95%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
77
shares
|
$1,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$1,521
0.0% of portfolio
|
Q1 2020
Added 129.33%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
59
shares
|
$1,196
0.0% of portfolio
|
Q2 2024
Reduced 46.85%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
57
shares
|
$1,155
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
55
shares
|
$1,115
0.0% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
44
shares
|
$892
0.0% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
33
shares
|
$669
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
31
shares
|
$628
0.0% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
29
shares
|
$588
0.0% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
10
shares
|
$202
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
9
shares
|
$182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6
shares
|
$121
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4
shares
|
$81
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|