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 259 institutions that hold shares in the stock, with a total of 105 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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
112
shares
|
$2,330
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
104
shares
|
$2,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
95
shares
|
$1,976
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
80
shares
|
$1,664
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
77
shares
|
$1,602
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$1,560
0.0% of portfolio
|
Q1 2020
Added 129.33%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
70
shares
|
$1,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
66
shares
|
$1,373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
64
shares
|
$1,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
63
shares
|
$1,311
0.0% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
60
shares
|
$1,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
59
shares
|
$1,227
0.0% of portfolio
|
Q2 2024
Reduced 46.85%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
57
shares
|
$1,186
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
50
shares
|
$1,040
0.0% of portfolio
|
Q1 2025
Reduced 94.68%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
48
shares
|
$998
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
44
shares
|
$915
0.0% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
31
shares
|
$645
0.0% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
29
shares
|
$603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
27
shares
|
$561
0.0% of portfolio
|
Q2 2025
Reduced 55.74%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
16
shares
|
$332
0.0% of portfolio
|
Q2 2025
Reduced 52.94%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
13
shares
|
$270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
10
shares
|
$208
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
10
shares
|
$208
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6
shares
|
$124
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$104
0.0% of portfolio
|
Q4 2024
New holding
|