CVB FinancialCVBF
13F holders, Q3 2025 (September 30)257holders +5
35new positions
26sold out
6famous investors
$18.97avg. 13F price*
At the end of Q3 2025, 257 institutions reported holding CVB Financial Corp. (CVBF) in their 13F filings, up 5 from Q2 2025. 35 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($359.5M), Vanguard Group Inc. ($277.8M) and Dimensional Fund Advisors LP ($134.5M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- CVB Financial Corp.
- CUSIP
- 126600105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $9.5M |
| Exits | 26 | $20.2M |
All 13F filers, Q2 2025 → Q3 2025: 6,766,335 shares bought and 5,068,453 shares sold, net +1,697,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| BlackRock, Inc. | 0.01% | Reduce -0.7% | 19,013,565 | $359.5M |
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 14,689,364 | $277.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.1% | 7,110,009 | $134.5M |
| State Street Corp. | 0.00% | Add +3.8% | 6,790,843 | $128.4M |
| FMR LLC | 0.01% | Add +103.7% | 6,116,488 | $115.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.8% | 5,421,258 | $102.5M |
| Parallel Advisors, LLC | 1.33% | Add +0.0% | 3,822,457 | $72.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 3,249,347 | $61.5M |
| Silvercrest Asset Management Group LLC | 0.40% | Reduce -3.5% | 3,189,464 | $60.3M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | Reduce -0.3% | 2,322,553 | $43.9M |
| Capital Research Global Investors | 0.01% | Reduce -8.9% | 2,149,618 | $40.6M |
| Morgan Stanley | 0.00% | Reduce -4.0% | 2,081,034 | $39.4M |
| Victory Capital Management Inc. | 0.02% | Add +3.7% | 1,956,467 | $37.0M |
| Northern Trust Corp. | 0.00% | Add +7.9% | 1,707,595 | $32.3M |
| Massachusetts Financial Services Co. | 0.01% | Add +9.0% | 1,699,972 | $32.1M |
| American Century Companies Inc. | 0.02% | Reduce -36.6% | 1,662,003 | $31.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.9% | 1,391,995 | $26.3M |
| Bessemer Group Inc. | 0.03% | Add +29.5% | 1,095,694 | $20.7M |
| Wellington Management Group LLP | 0.00% | Reduce -0.4% | 1,064,727 | $20.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.9% | 1,037,296 | $19.6M |
| Bank of America Corp. | 0.00% | Add +10.1% | 786,390 | $14.9M |
| Principal Financial Group Inc. | 0.01% | Add +13.9% | 731,613 | $13.8M |
| Two Sigma Investments, LP | 0.02% | Add +38.7% | 688,341 | $13.0M |
| Citizens Business Bank | 2.16% | Reduce -0.5% | 342,861 | $13.0M |
| Lone Peak Global Investors LLC | 2.17% | Add +3800.6% | 665,285 | $12.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.7% | 542,282 | $10.3M |
| Public Sector Pension Investment Board | 0.04% | Add +14.4% | 505,294 | $9.6M |
| First Trust Advisors LP | 0.01% | Add +1.0% | 424,025 | $8.0M |
| Cliffwater LLC | 1.64% | No change | 412,247 | $7.8M |
| Rhumbline Advisers | 0.01% | Reduce -0.6% | 399,726 | $7.6M |
| Invesco Ltd. | 0.00% | Reduce -7.0% | 393,691 | $7.4M |
| Nuveen, LLC | 0.00% | Add +6.2% | 350,155 | $6.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -37.3% | 348,197 | $6.6M |
| Legal & General Group Plc | 0.00% | Reduce -3.7% | 347,070 | $6.6M |
| Jane Street Group, LLC | 0.01% | Add +51.6% | 321,004 | $6.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -6.9% | 265,196 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 262,473 | $5.0M |
| Swiss National Bank | 0.00% | Add +0.5% | 253,800 | $4.8M |
| Citadel Advisors | 0.00% | Add +866.6% | 228,122 | $4.3M |
| Renaissance Technologies | 0.01% | Reduce -44.1% | 223,388 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.0% | 205,751 | $3.9M |
| Two Sigma Advisers, LP | 0.01% | Add +39.4% | 201,300 | $3.8M |
| Barclays PLC | 0.00% | Reduce -33.4% | 195,587 | $3.7M |
| Dark Forest Capital Management LP | 0.13% | Add +127.0% | 178,361 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.8% | 177,967 | $3.4M |
| Cerity Partners LLC | 0.01% | Reduce -3.1% | 174,661 | $3.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.6% | 169,297 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.8% | 145,656 | $2.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +23.3% | 139,761 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +14.4% | 132,316 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -3.4% | 132,308 | $2.5M |
| Citigroup Inc. | 0.00% | Reduce -34.9% | 129,212 | $2.4M |
| UBS Group AG | 0.00% | Reduce -65.4% | 128,840 | $2.4M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 128,674 | $2.4M |
| LSV Asset Management | 0.01% | New | 122,900 | $2.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.3% | 120,102 | $2.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +2.5% | 120,820 | $2.3M |
| AQR Capital Management | 0.00% | Add +29.3% | 118,010 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +11.3% | 110,497 | $2.1M |
| Jain Global LLC | 0.03% | Add +932.8% | 108,787 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +12.9% | 103,177 | $2.0M |
| Intech Investment Management LLC | 0.02% | Add +36.3% | 101,625 | $1.9M |
| Tudor Investment Corporation | 0.01% | Add +139.4% | 101,128 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.3% | 93,461 | $1.7M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -60.1% | 92,118 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 84,722 | $1.6M |
| Seaside Wealth Management, Inc. | 0.45% | No change | 80,892 | $1.5M |
| Creative Planning | 0.00% | New | 80,062 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.0% | 79,514 | $1.5M |
| Trexquant Investment LP | 0.02% | Reduce -27.9% | 79,270 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | No change | 78,940 | $1.5M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -7.9% | 71,047 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +85.8% | 69,352 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Add +50.7% | 69,123 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.8% | 67,189 | $1.3M |
| Mason & Associates Inc | 0.25% | No change | 66,040 | $1.2M |
| Gsa Capital Partners LLP | 0.10% | Add +194.6% | 65,909 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -2.6% | 62,858 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 61,453 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.5% | 59,600 | $1.1M |
| Bolthouse Investments, LLC | 1.01% | Add +1.0% | 58,746 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Add +11.9% | 58,242 | $1.1M |
| Comerica Bank | 0.00% | Reduce -14.6% | 54,676 | $1.0M |
| D.A. Davidson & Co. | 0.01% | No change | 49,362 | $933K |
| Jupiter Asset Management Ltd. | 0.01% | New | 47,358 | $896K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.2% | 45,550 | $861K |
| Franklin Resources Inc. | 0.00% | Add +20.2% | 45,434 | $859K |
| Mariner, LLC | 0.00% | Add +15.4% | 44,863 | $848K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 44,300 | $838K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.9% | 42,121 | $797K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.1% | 42,068 | $796K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +7.9% | 41,321 | $781K |
| New York State Common Retirement Fund | 0.00% | No change | 41,117 | $778K |
| BNP Paribas Financial Markets | 0.00% | Add +192.7% | 40,693 | $770K |
| Yousif Capital Management, LLC | 0.01% | Reduce -17.5% | 40,055 | $757K |
| Natixis Advisors, LLC | 0.00% | Reduce -7.2% | 39,712 | $751K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 38,721 | $732K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 38,004 | $719K |
| Engineers Gate Manager LP | 0.01% | Add +36.1% | 37,900 | $717K |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 37,825 | $715K |
| Millennium Management | 0.00% | Reduce -22.7% | 37,689 | $713K |
| Amalgamated Bank | 0.01% | Add +0.7% | 37,383 | $707K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +23.5% | 36,936 | $698K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.1% | 36,905 | $698K |
| Capstone Investment Advisors, LLC | 0.01% | New | 36,832 | $696K |
| Holocene Advisors, LP | 0.00% | Reduce -21.3% | 36,716 | $694K |
| Graham Capital Management, L.P. | 0.04% | Reduce -0.1% | 35,831 | $678K |
| New York State Teachers Retirement System | 0.00% | Add +9.8% | 35,641 | $674K |
| Quantinno Capital Management LP | 0.00% | Add +107.8% | 35,015 | $662K |
| Apriem Advisors | 0.06% | No change | 34,500 | $652K |
| Allworth Financial LP | 0.00% | Add +0.6% | 33,156 | $627K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.8% | 32,992 | $624K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -17.4% | 32,422 | $613K |
| Handelsbanken Fonder AB | 0.00% | No change | 31,611 | $598K |
| Vident Advisory, LLC | 0.01% | Reduce -86.0% | 30,874 | $584K |
| World Investment Advisors | 0.01% | Add +0.9% | 30,849 | $583K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.0% | 29,163 | $551K |
| EntryPoint Capital, LLC | 0.21% | Add +8.4% | 28,784 | $544K |
| KLP Kapitalforvaltning As | 0.00% | No change | 28,600 | $541K |
| Royal Bank of Canada | 0.00% | Reduce -23.6% | 27,157 | $514K |
| Snowden Capital Advisors LLC | 0.01% | New | 26,275 | $497K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -48.4% | 25,693 | $486K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +35.8% | 25,295 | $478K |
| ProShare Advisors LLC | 0.00% | Reduce -15.6% | 24,872 | $470K |
| US Bancorp \de | 0.00% | Reduce -42.4% | 24,563 | $464K |
| Lazari Capital Management, Inc. | 0.16% | No change | 24,376 | $461K |
| Voya Investment Management LLC | 0.00% | Reduce -34.5% | 24,018 | $454K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +15.9% | 23,736 | $449K |
| Ieq Capital, LLC | 0.00% | Add +1.0% | 21,906 | $414K |
| Russell Investments Group, Ltd. | 0.00% | Add +74.5% | 21,547 | $407K |
| Twinbeech Capital LP | 0.02% | Reduce -78.6% | 20,449 | $387K |
| Pinnacle Holdings, LLC | 0.15% | No change | 19,803 | $374K |
| MQS Management LLC | 0.21% | New | 19,420 | $367K |
| Corient Private Wealth LP | 0.00% | Add +2.2% | 19,314 | $365K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.2% | 19,129 | $362K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 19,080 | $361K |
| Woodward Diversified Capital, LLC | 0.17% | No change | 19,000 | $359K |
| Pictet Asset Management Holding SA | 0.00% | No change | 18,750 | $355K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -51.3% | 18,624 | $352K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.0% | 17,737 | $335K |
| Sei Investments Co. | 0.00% | Add +4.5% | 17,729 | $335K |
| Teacher Retirement System of Texas | 0.00% | Reduce -14.5% | 17,207 | $325K |
| Neuberger Berman Group LLC | 0.00% | Add +4.3% | 17,112 | $323K |
| Pathstone Holdings, LLC | 0.00% | Add +0.3% | 16,685 | $316K |
| XTX Topco Ltd | 0.02% | Reduce -81.4% | 16,291 | $308K |
| Numerai GP LLC | 0.04% | New | 16,287 | $308K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.0% | 15,390 | $291K |
| Occudo Quantitative Strategies LP | 0.03% | New | 15,040 | $284K |
| KWB Wealth | 0.03% | Add +1.2% | 13,916 | $275K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.8% | 14,512 | $274K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -94.7% | 14,490 | $274K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.8% | 14,124 | $267K |
| CIBC Bancorp USA Inc. | 0.00% | — | 14,101 | $267K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 14,032 | $265K |
| Equitable Trust Co. | 0.01% | New | 13,982 | $264K |
| Trek Financial, LLC | 0.02% | New | 13,463 | $255K |
| Qube Research & Technologies Ltd | 0.00% | New | 13,409 | $254K |
| Bank of Montreal | 0.00% | Reduce -46.6% | 13,343 | $252K |
| State of Wisconsin Investment Board | 0.00% | Add +0.1% | 13,286 | $251K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -84.4% | 13,229 | $250K |
| HoldCo Asset Management, LP | 0.03% | No change | 12,967 | $245K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 12,402 | $235K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -2.0% | 12,345 | $233K |
| Foronjy Financial LLC | 0.10% | No change | 11,953 | $226K |
| Profund Advisors LLC | 0.01% | Reduce -0.5% | 11,266 | $213K |
| Aquatic Capital Management LLC | 0.00% | New | 11,072 | $209K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -17.5% | 11,051 | $209K |
| Choreo, LLC | 0.00% | New | 10,932 | $207K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -1.9% | 10,784 | $204K |
| Private Management Group Inc. | 0.01% | No change | 10,727 | $203K |
| Whelan Financial | 0.06% | No change | 10,619 | $201K |
| Global Retirement Partners, LLC | 0.00% | Add +11225.8% | 10,533 | $199K |
| Xponance LLC | 0.00% | Add +1.0% | 10,390 | $196K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.2% | 10,192 | $193K |
| Praxis Investment Management Inc. | 0.01% | No change | 10,060 | $190K |
| GAMCO Investors | 0.00% | No change | 10,000 | $189K |
| HCR Wealth Advisors | 0.02% | No change | 10,000 | $188K |
| Cwm, LLC | 0.00% | Add +9.7% | 9,825 | $186K |
| Sterling Capital Management LLC | 0.00% | Add +153.5% | 9,159 | $173K |
| Osaic Holdings, Inc. | 0.00% | Add +17.1% | 7,881 | $150K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.2% | 7,343 | $139K |
| GAMMA Investing LLC | 0.01% | Add +10.7% | 6,384 | $121K |
| Covestor Ltd | 0.06% | Add +2.0% | 5,971 | $113K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 5,068 | $96K |
| Smartleaf Asset Management LLC | 0.00% | Add +26.8% | 4,039 | $77K |
| KBC Group NV | 0.00% | No change | 3,887 | $74K |
| Quadrant Capital Group LLC | 0.00% | New | 3,759 | $71K |
| Whittier Trust Co. | 0.00% | Add +0.3% | 3,559 | $68K |
| Hantz Financial Services, Inc. | 0.00% | Add +394.6% | 3,497 | $66K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,405 | $64K |
| Arax Advisory Partners | 0.00% | New | 3,180 | $60K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,856 | $55K |
| Hopwood Financial Services, Inc. | 0.03% | No change | 2,493 | $47K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.3% | 2,035 | $38K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -1.1% | 1,943 | $37K |
| Versant Capital Management, Inc | 0.00% | Add +34.4% | 1,795 | $34K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +8.1% | 1,643 | $31K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,620 | $31K |
| Fifth Third Bancorp | 0.00% | Reduce -1.0% | 1,524 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +8.9% | 1,440 | $27K |
| UMB Bank, n.a. | 0.00% | Add +13.9% | 1,399 | $26K |
| Salomon & Ludwin, LLC | 0.00% | New | 1,314 | $25K |
| Blue Trust, Inc. | 0.00% | Reduce -75.1% | 1,188 | $22K |
| ORG Partners LLC | 0.00% | No change | 1,043 | $20K |
| Rockefeller Capital Management L.P. | 0.00% | New | 853 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.2% | 851 | $16K |
| First Horizon Corp. | 0.00% | — | 841 | $16K |
| Danske Bank A/S | 0.00% | No change | 800 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +1.3% | 806 | $15K |
| Signaturefd, LLC | 0.00% | New | 761 | $14K |
| AlphaQuest LLC | 0.00% | New | 704 | $13K |
| Mather Group, Llc. | 0.00% | New | 701 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 652 | $12K |
| Larson Financial Group LLC | 0.00% | Add +15400.0% | 620 | $12K |
| Quarry LP | 0.00% | Reduce -53.8% | 507 | $10K |
| STRS Ohio | 0.00% | No change | 500 | $9K |
| Optiver Holding B.V. | 0.00% | New | 470 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Add +35.3% | 406 | $8K |
| Root Financial Partners, LLC | 0.00% | New | 403 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 340 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 339 | $6K |
| Huntington National Bank | 0.00% | No change | 327 | $6K |
| LRI Investments, LLC | 0.00% | No change | 303 | $6K |
| Wealthspire Advisors, LLC | 0.00% | New | 278 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 241 | $5K |
| Bare Financial Services, Inc | 0.00% | Reduce -9.5% | 228 | $4K |
| Hemington Wealth Management | 0.00% | Add +26.6% | 214 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 204 | $4K |
| 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% | Add +15.9% | 182 | $3K |
| Assetmark, Inc. | 0.00% | No change | 127 | $2K |
| Quent Capital, LLC | 0.00% | New | 122 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.8% | 114 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 104 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 100 | $2K |
| IFP Advisors, Inc | 0.00% | Add +98.0% | 97 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +200.0% | 81 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 80 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 57 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 48 | $908 |
| MAI Capital Management | 0.00% | Reduce -85.9% | 47 | $889 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 31 | $625 |
| North Star Investment Management Corp. | 0.00% | New | 26 | $492 |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 22 | $416 |
| Advisory Services Network, LLC | 0.00% | New | 20 | $378 |
| Retirement Wealth Solutions LLC | 0.00% | New | 18 | $341 |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $303 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 15 | $284 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 10 | $189 |
| HFM Investment Advisors, LLC | 0.00% | No change | 10 | $189 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +80.0% | 9 | $170 |
| Tortoise Investment Management, LLC | 0.00% | New | 2 | $38 |
| True Wealth Design, LLC | 0.00% | No change | 2 | $38 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -92.3% | 1 | $19 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $19 |
| Cloud Capital Management, LLC | 0.00% | New | 17 | $0 |
"% of holder's portfolio" is CVBF's weight in each manager's 13F, not the share of CVB Financial Corp. the manager owns.