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 266 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
340
shares
|
$6,864
0.0% of portfolio
|
Q2 2025
Added 23.64%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
327
shares
|
$6,602
0.0% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
303
shares
|
$6,117
0.0% of portfolio
|
Q3 2024
Added 36.49%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
300
shares
|
$6,057
0.0% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
295
shares
|
$5,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
252
shares
|
$5,087
0.0% of portfolio
|
Q2 2025
Added 293.75%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
241
shares
|
$4,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
200
shares
|
$4,038
0.0% of portfolio
|
Q2 2024
Reduced 99.19%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
198
shares
|
$3,997
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
169
shares
|
$3,412
0.0% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
157
shares
|
$3,169
0.0% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
127
shares
|
$2,564
0.0% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
112
shares
|
$2,261
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
104
shares
|
$2,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$2,019
0.0% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
95
shares
|
$1,918
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
93
shares
|
$1,877
0.0% of portfolio
|
Q2 2025
Added 111.36%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
80
shares
|
$1,615
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$1,514
0.0% of portfolio
|
Q1 2020
Added 129.33%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
59
shares
|
$1,191
0.0% of portfolio
|
Q2 2024
Reduced 46.85%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
57
shares
|
$1,150
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
52
shares
|
$1,049
0.0% of portfolio
|
Q2 2025
Reduced 82.78%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
50
shares
|
$1,009
0.0% of portfolio
|
Q1 2025
Reduced 94.68%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
49
shares
|
$989
0.0% of portfolio
|
Q2 2025
Added 1125.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
48
shares
|
$969
0.0% of portfolio
|
Q2 2025
New holding
|