CVB FinancialCVBF
13F holders, Q2 2025 (June 30)252holders +14
34new positions
25sold out
6famous investors
$19.86avg. 13F price*
At the end of Q2 2025, 252 institutions reported holding CVB Financial Corp. (CVBF) in their 13F filings, up 14 from Q1 2025. 34 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($378.9M), Vanguard Group Inc. ($293.7M) and Dimensional Fund Advisors LP ($137.8M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- CVB Financial Corp.
- CUSIP
- 126600105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $21.4M |
| Exits | 25 | $6.1M |
All 13F filers, Q1 2025 → Q2 2025: 5,506,358 shares bought and 7,023,380 shares sold, net −1,517,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| BlackRock, Inc. | 0.01% | Reduce -3.9% | 19,144,710 | $378.9M |
| Vanguard Group Inc. | 0.00% | Reduce -2.4% | 14,838,545 | $293.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.0% | 6,962,948 | $137.8M |
| State Street Corp. | 0.00% | Reduce -9.1% | 6,540,042 | $129.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.3% | 5,378,741 | $106.4M |
| Parallel Advisors, LLC | 1.51% | No change | 3,822,248 | $75.6M |
| Silvercrest Asset Management Group LLC | 0.44% | Reduce -6.3% | 3,305,685 | $65.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.9% | 3,221,689 | $63.8M |
| FMR LLC | 0.00% | Add +28819.1% | 3,002,381 | $59.4M |
| American Century Companies Inc. | 0.03% | Reduce -16.2% | 2,622,616 | $51.9M |
| Capital Research Global Investors | 0.01% | Reduce -44.3% | 2,359,881 | $46.7M |
| Fuller & Thaler Asset Management, Inc. | 0.17% | Add +0.5% | 2,328,564 | $46.1M |
| Morgan Stanley | 0.00% | Add +1.4% | 2,166,750 | $42.9M |
| Victory Capital Management Inc. | 0.02% | Add +4.4% | 1,886,693 | $37.3M |
| Northern Trust Corp. | 0.00% | Reduce -4.6% | 1,582,027 | $31.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -4.7% | 1,559,251 | $30.9M |
| Norges Bank | 0.00% | No change | 1,431,021 | $28.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.7% | 1,419,306 | $28.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.3% | 1,151,479 | $22.8M |
| Wellington Management Group LLP | 0.00% | Reduce -0.6% | 1,068,605 | $21.1M |
| Bessemer Group Inc. | 0.03% | Add +4.5% | 846,204 | $16.7M |
| Bank of America Corp. | 0.00% | Add +9.8% | 714,274 | $14.1M |
| Citizens Business Bank | 2.65% | No change | 344,579 | $13.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 642,434 | $12.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +21.2% | 555,406 | $11.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.3% | 551,447 | $10.9M |
| Two Sigma Investments, LP | 0.02% | Add +86.4% | 496,157 | $9.8M |
| Public Sector Pension Investment Board | 0.04% | Add +6.1% | 441,662 | $8.7M |
| Invesco Ltd. | 0.00% | Reduce -10.0% | 423,514 | $8.4M |
| First Trust Advisors LP | 0.01% | Add +32.0% | 419,767 | $8.3M |
| Cliffwater LLC | 1.68% | No change | 412,247 | $8.2M |
| Rhumbline Advisers | 0.01% | Add +1.8% | 402,029 | $8.0M |
| Renaissance Technologies | 0.01% | Add +7.2% | 399,788 | $7.9M |
| UBS Group AG | 0.00% | Reduce -43.0% | 372,666 | $7.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.3% | 360,414 | $7.1M |
| Nuveen, LLC | 0.00% | Reduce -12.2% | 329,622 | $6.5M |
| Barclays PLC | 0.00% | Add +37.9% | 293,846 | $5.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 284,776 | $5.6M |
| Panagora Asset Management Inc. | 0.03% | Add +0.7% | 284,350 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 279,350 | $5.5M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -38.8% | 275,436 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 273,046 | $5.4M |
| Swiss National Bank | 0.00% | Reduce -6.7% | 252,500 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -2.5% | 240,822 | $4.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -45.8% | 231,144 | $4.6M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -34.9% | 231,113 | $4.6M |
| Vident Advisory, LLC | 0.05% | Add +13.1% | 220,234 | $4.4M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -0.8% | 216,355 | $4.3M |
| Jane Street Group, LLC | 0.01% | Reduce -12.4% | 211,677 | $4.2M |
| Citigroup Inc. | 0.00% | Reduce -25.2% | 198,613 | $3.9M |
| Edgestream Partners, L.P. | 0.10% | New | 181,826 | $3.6M |
| Cerity Partners LLC | 0.01% | Reduce -2.4% | 180,193 | $3.6M |
| Alliancebernstein L.P. | 0.00% | No change | 173,869 | $3.4M |
| Prudential Financial Inc. | 0.00% | Add +6.2% | 136,908 | $3.1M |
| Two Sigma Advisers, LP | 0.01% | Add +48.7% | 144,400 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.9% | 136,336 | $2.7M |
| California State Teachers Retirement System | 0.00% | Add +0.6% | 128,667 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +10.2% | 117,873 | $2.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.8% | 117,450 | $2.3M |
| Momentous Wealth Management, Inc. | 1.50% | Reduce -0.0% | 117,467 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -6.3% | 115,677 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -15.9% | 113,346 | $2.2M |
| Trexquant Investment LP | 0.02% | New | 109,944 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.8% | 99,285 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.5% | 96,600 | $1.9M |
| Twinbeech Capital LP | 0.04% | Add +787.0% | 95,382 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -15.0% | 91,389 | $1.8M |
| AQR Capital Management | 0.00% | Add +88.2% | 91,280 | $1.8M |
| XTX Topco Ltd | 0.07% | Add +165.1% | 87,731 | $1.7M |
| LPL Financial LLC | 0.00% | Add +14.2% | 85,345 | $1.7M |
| Brevan Howard Capital Management LP | 0.02% | New | 84,996 | $1.7M |
| Seaside Wealth Management, Inc. | 0.51% | Reduce -0.0% | 80,892 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.1% | 78,940 | $1.6M |
| Dark Forest Capital Management LP | 0.06% | New | 78,571 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +6.1% | 77,168 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -23.9% | 74,572 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.1% | 72,500 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -2.4% | 69,872 | $1.4M |
| Mason & Associates Inc | 0.30% | No change | 66,040 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 64,569 | $1.3M |
| Comerica Bank | 0.00% | Reduce -0.3% | 63,996 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.1% | 60,500 | $1.2M |
| Bolthouse Investments, LLC | 1.14% | Add +1.1% | 58,185 | $1.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -16.4% | 52,049 | $1.0M |
| Diversified Trust Co. | 0.02% | Add +1.1% | 51,421 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -9.0% | 49,793 | $985K |
| D.A. Davidson & Co. | 0.01% | No change | 49,362 | $977K |
| Millennium Management | 0.00% | Reduce -65.6% | 48,759 | $965K |
| Yousif Capital Management, LLC | 0.01% | Add +0.7% | 48,565 | $961K |
| Holocene Advisors, LP | 0.00% | Reduce -60.4% | 46,646 | $923K |
| SG Americas Securities, LLC | 0.00% | Add +331.0% | 45,878 | $908K |
| Clifford Swan Investment Counsel LLC | 0.03% | Reduce -22.9% | 44,300 | $877K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.2% | 42,877 | $849K |
| Natixis Advisors, LLC | 0.00% | Reduce -10.0% | 42,777 | $847K |
| US Bancorp \de | 0.00% | Reduce -4.4% | 42,652 | $844K |
| Tudor Investment Corporation | 0.01% | New | 42,246 | $836K |
| Federated Hermes, Inc. | 0.00% | Add +0.0% | 42,133 | $834K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -8.8% | 41,736 | $826K |
| New York State Common Retirement Fund | 0.00% | Add +2.0% | 41,117 | $814K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.8% | 39,715 | $786K |
| State of Tennessee, Department of Treasury | 0.00% | Add +21.1% | 39,276 | $777K |
| Mariner, LLC | 0.00% | Add +7.1% | 38,874 | $769K |
| Arizona State Retirement System | 0.00% | Reduce -3.8% | 38,543 | $763K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.2% | 38,298 | $758K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.3% | 38,240 | $757K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 38,004 | $752K |
| Franklin Resources Inc. | 0.00% | Add +4.5% | 37,804 | $748K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 37,324 | $739K |
| Amalgamated Bank | 0.01% | Reduce -1.1% | 37,110 | $734K |
| Voya Investment Management LLC | 0.00% | Add +1.1% | 36,693 | $726K |
| Graham Capital Management, L.P. | 0.02% | New | 35,863 | $710K |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 35,566 | $704K |
| Apriem Advisors | 0.07% | No change | 34,500 | $683K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +5.8% | 33,257 | $658K |
| Allworth Financial LP | 0.00% | No change | 32,976 | $653K |
| New York State Teachers Retirement System | 0.00% | No change | 32,466 | $643K |
| Handelsbanken Fonder AB | 0.00% | No change | 31,611 | $626K |
| World Investment Advisors | 0.01% | Add +8.3% | 30,586 | $605K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +5.5% | 29,910 | $592K |
| ProShare Advisors LLC | 0.00% | Reduce -5.5% | 29,475 | $583K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.0% | 29,463 | $583K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -0.7% | 28,600 | $566K |
| Engineers Gate Manager LP | 0.01% | New | 27,842 | $551K |
| EntryPoint Capital, LLC | 0.26% | New | 26,561 | $526K |
| Bank of Montreal | 0.00% | Reduce -0.6% | 24,997 | $495K |
| Lazari Capital Management, Inc. | 0.18% | No change | 24,376 | $482K |
| Citadel Advisors | 0.00% | Add +36.4% | 23,600 | $467K |
| Gsa Capital Partners LLP | 0.03% | Add +60.5% | 22,372 | $443K |
| Ieq Capital, LLC | 0.00% | Add +1.2% | 21,697 | $429K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 20,482 | $405K |
| Los Angeles Capital Management LLC | 0.00% | No change | 20,401 | $404K |
| Teacher Retirement System of Texas | 0.00% | Reduce -1.5% | 20,118 | $398K |
| Pinnacle Holdings, LLC | 0.16% | Add +153.8% | 19,803 | $392K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.3% | 19,553 | $387K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 19,080 | $378K |
| Woodward Diversified Capital, LLC | 0.19% | New | 19,000 | $376K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +87.3% | 18,940 | $375K |
| Corient Private Wealth LP | 0.00% | Reduce -0.2% | 18,905 | $374K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.7% | 18,750 | $371K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -3.1% | 18,624 | $369K |
| iSAM Funds (UK) Ltd | 0.08% | New | 18,603 | $368K |
| HSBC Holdings PLC | 0.00% | Reduce -59.8% | 17,616 | $350K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.5% | 17,559 | $347K |
| Fox Run Management, L.L.C. | 0.06% | New | 17,115 | $339K |
| Lone Peak Global Investors LLC | 0.06% | New | 17,056 | $338K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 17,100 | $337K |
| Sei Investments Co. | 0.00% | Reduce -95.5% | 16,959 | $336K |
| Quantinno Capital Management LP | 0.00% | New | 16,851 | $333K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -13.0% | 16,640 | $329K |
| Pathstone Holdings, LLC | 0.00% | Reduce -37.7% | 16,628 | $329K |
| Neuberger Berman Group LLC | 0.00% | Add +41.3% | 16,409 | $325K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.6% | 16,299 | $323K |
| Squarepoint Ops LLC | 0.00% | New | 15,831 | $313K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.1% | 15,387 | $305K |
| BNP Paribas Financial Markets | 0.00% | Add +49.9% | 13,902 | $275K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 13,609 | $269K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.3% | 13,401 | $265K |
| State of Wisconsin Investment Board | 0.00% | Reduce -9.3% | 13,270 | $263K |
| Teza Capital Management LLC | 0.19% | New | 13,098 | $259K |
| HoldCo Asset Management, LP | 0.04% | — | 12,967 | $257K |
| KWB Wealth | 0.03% | No change | 13,757 | $254K |
| Soltis Investment Advisors LLC | 0.02% | New | 12,595 | $249K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.0% | 12,347 | $244K |
| Foronjy Financial LLC | 0.11% | — | 11,953 | $237K |
| Oxford Asset Management LLP | 0.08% | New | 11,791 | $233K |
| Guggenheim Capital LLC | 0.00% | Add +13.6% | 11,750 | $233K |
| Profund Advisors LLC | 0.01% | Reduce -8.6% | 11,326 | $224K |
| QRG Capital Management, Inc. | 0.00% | Add +7.4% | 11,030 | $218K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -1.8% | 10,996 | $218K |
| Private Management Group Inc. | 0.01% | New | 10,727 | $212K |
| Whelan Financial | 0.08% | No change | 10,619 | $210K |
| Jain Global LLC | 0.00% | New | 10,533 | $208K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5.1% | 10,526 | $208K |
| Xponance LLC | 0.00% | New | 10,287 | $204K |
| Ethic Inc. | 0.00% | Reduce -39.4% | 10,167 | $200K |
| Praxis Investment Management Inc. | 0.01% | Reduce -32.6% | 10,060 | $199K |
| HCR Wealth Advisors | 0.02% | No change | 10,000 | $198K |
| GAMCO Investors | 0.00% | No change | 10,000 | $198K |
| Cwm, LLC | 0.00% | Add +9.7% | 8,954 | $177K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,576 | $150K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.3% | 6,731 | $133K |
| Maseco LLP | 0.00% | — | 5,866 | $116K |
| Covestor Ltd | 0.07% | Add +650.1% | 5,851 | $116K |
| GAMMA Investing LLC | 0.01% | Add +13.5% | 5,765 | $114K |
| Osterweis Capital Management Inc. | 0.01% | New | 5,227 | $103K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 5,068 | $100K |
| Blue Trust, Inc. | 0.00% | Add +6.9% | 4,778 | $95K |
| KBC Group NV | 0.00% | Reduce -46.3% | 3,887 | $77K |
| Sterling Capital Management LLC | 0.00% | Add +58.0% | 3,613 | $72K |
| Whittier Trust Co. | 0.00% | Reduce -28.6% | 3,550 | $70K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,405 | $67K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -26.0% | 3,185 | $63K |
| Brooklyn Investment Group | 0.01% | Add +23.0% | 2,962 | $59K |
| Jones Financial Companies LLLP | 0.00% | Add +79.1% | 2,856 | $56K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 2,493 | $49K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -5.5% | 2,028 | $40K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -4.8% | 1,964 | $39K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,620 | $32K |
| Fifth Third Bancorp | 0.00% | Reduce -10.7% | 1,540 | $30K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,520 | $30K |
| Versant Capital Management, Inc | 0.00% | Reduce -4.1% | 1,336 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +55.2% | 1,322 | $26K |
| UMB Bank, n.a. | 0.00% | Reduce -7.0% | 1,228 | $24K |
| Quarry LP | 0.01% | Reduce -63.5% | 1,098 | $22K |
| ORG Partners LLC | 0.00% | No change | 1,043 | $21K |
| Kestra Investment Management, LLC | 0.00% | Reduce -91.5% | 1,040 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.1% | 809 | $16K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -5.5% | 796 | $16K |
| Danske Bank A/S | 0.00% | New | 800 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Add +5338.5% | 707 | $14K |
| First Horizon Advisors, Inc. | 0.00% | New | 697 | $14K |
| Principal Securities, Inc. | 0.00% | Reduce -36.7% | 652 | $13K |
| STRS Ohio | 0.00% | No change | 500 | $10K |
| Rothschild Investment LLC | 0.00% | Add +23.6% | 340 | $7K |
| MAI Capital Management | 0.00% | New | 334 | $7K |
| Huntington National Bank | 0.00% | No change | 327 | $6K |
| LRI Investments, LLC | 0.00% | No change | 303 | $6K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -12.0% | 300 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 295 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +293.8% | 252 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 241 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 200 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 198 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 157 | $3K |
| Hemington Wealth Management | 0.00% | Reduce -4.0% | 169 | $3K |
| IFP Advisors, Inc | 0.00% | Add +1125.0% | 49 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -13.0% | 127 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 112 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 104 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -26.5% | 100 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 93 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -15.8% | 80 | $2K |
| Capital A Wealth Management, LLC | 0.02% | New | 74 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 57 | $1K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -82.8% | 52 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 50 | $990 |
| Fortitude Family Office, LLC | 0.00% | New | 48 | $950 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 31 | $614 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -55.7% | 27 | $535 |
| CVA Family Office, LLC | 0.00% | Reduce -60.6% | 26 | $515 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -52.9% | 16 | $317 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 13 | $257 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 10 | $198 |
| Rialto Wealth Management, LLC | 0.00% | New | 10 | $198 |
| HFM Investment Advisors, LLC | 0.00% | Add +150.0% | 10 | $198 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 9 | $179 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 5 | $99 |
| WealthTrak Capital Management LLC | 0.00% | No change | 5 | $99 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 5 | $98 |
| Larson Financial Group LLC | 0.00% | Reduce -33.3% | 4 | $79 |
| True Wealth Design, LLC | 0.00% | No change | 2 | $40 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $21 |
"% of holder's portfolio" is CVBF's weight in each manager's 13F, not the share of CVB Financial Corp. the manager owns.