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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,258
shares
|
$26,178
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,228
shares
|
$25,554
0.0% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,043
shares
|
$21,704
0.01% of portfolio
|
Q3 2024
Reduced 25.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,030
shares
|
$21,434
0.0% of portfolio
|
Q4 2024
Added 668.66%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
868
shares
|
$18,063
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
852
shares
|
$17,730
0.0% of portfolio
|
Q1 2025
Added 33.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
809
shares
|
$16,835
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
796
shares
|
$16,564
0.0% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
780
shares
|
$16,231
0.01% of portfolio
|
Q1 2025
Reduced 62.7%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
500
shares
|
$10,405
0.0% of portfolio
|
Q4 2024
Added 260.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
470
shares
|
$9,780
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
414
shares
|
$8,615
0.01% of portfolio
|
Q2 2022
Reduced 2.82%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
341
shares
|
$7,096
0.0% of portfolio
|
Q1 2025
Added 520.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
327
shares
|
$6,804
0.0% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
303
shares
|
$6,305
0.0% of portfolio
|
Q3 2024
Added 36.49%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
302
shares
|
$6,284
0.0% of portfolio
|
Q1 2025
Added 20.8%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
275
shares
|
$5,722
0.0% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
241
shares
|
$5,015
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
212
shares
|
$4,411
0.0% of portfolio
|
Q1 2025
Added 26.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
200
shares
|
$4,162
0.0% of portfolio
|
Q2 2024
Reduced 99.19%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
198
shares
|
$4,120
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
176
shares
|
$3,662
0.0% of portfolio
|
Q1 2025
Added 50.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
157
shares
|
$3,267
0.0% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
146
shares
|
$3,038
0.0% of portfolio
|
Q3 2024
Reduced 98.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
136
shares
|
$2,830
0.0% of portfolio
|
Q1 2025
Added 36.0%
|