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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
31
shares
|
$625
0.0% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
27
shares
|
$545
0.0% of portfolio
|
Q2 2025
Reduced 55.74%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
26
shares
|
$524
0.0% of portfolio
|
Q2 2025
Reduced 60.61%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
16
shares
|
$323
0.0% of portfolio
|
Q2 2025
Reduced 52.94%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
13
shares
|
$262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
10
shares
|
$201
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
10
shares
|
$201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
10
shares
|
$201
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
9
shares
|
$181
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5
shares
|
$100
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4
shares
|
$80
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
2
shares
|
$40
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|