CVB FinancialCVBF
13F holders, Q1 2026 (March 31)285holders +20
49new positions
29sold out
8famous investors
$19.45avg. 13F price*
At the end of Q1 2026, 285 institutions reported holding CVB Financial Corp. (CVBF) in their 13F filings, up 20 from Q4 2025. 49 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($368.9M), State Street Corp. ($154.3M) and Vanguard Portfolio Management LLC ($153.0M). 8 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- CVB Financial Corp.
- CUSIP
- 126600105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $56.7M |
| Exits | 29 | $54.9M |
All 13F filers, Q4 2025 → Q1 2026: 13,093,224 shares bought and 5,930,960 shares sold, net +7,162,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 285 holders
| BlackRock, Inc. | 0.01% | Reduce -0.7% | 19,026,543 | $368.9M |
| State Street Corp. | 0.01% | Add +19.2% | 7,956,225 | $154.3M |
| Vanguard Portfolio Management LLC | 0.01% | — | 7,890,398 | $153.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +4.5% | 7,613,287 | $147.6M |
| FMR LLC | 0.01% | Add +8.9% | 7,440,851 | $144.3M |
| Vanguard Capital Management LLC | 0.00% | — | 5,688,658 | $110.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -16.2% | 4,598,052 | $89.2M |
| Parallel Advisors, LLC | 1.28% | Reduce -4.3% | 3,658,353 | $70.9M |
| Geode Capital Management, LLC | 0.00% | Add +2.1% | 3,281,750 | $63.6M |
| Silvercrest Asset Management Group LLC | 0.33% | Reduce -15.0% | 2,359,955 | $45.8M |
| HoldCo Asset Management, LP | 3.38% | Add +5.3% | 2,342,744 | $45.4M |
| Victory Capital Management Inc. | 0.03% | Add +1.9% | 2,070,249 | $40.1M |
| Morgan Stanley | 0.00% | Reduce -13.6% | 2,047,625 | $39.7M |
| Fuller & Thaler Asset Management, Inc. | 0.13% | Reduce -3.6% | 2,044,917 | $39.7M |
| Massachusetts Financial Services Co. | 0.01% | Add +2.9% | 1,789,549 | $34.7M |
| Balyasny Asset Management L.P. | 0.06% | Add +826.1% | 1,537,496 | $29.8M |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 1,474,380 | $28.6M |
| Bessemer Group Inc. | 0.04% | Add +34.1% | 1,466,670 | $28.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +46.3% | 1,384,139 | $26.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.8% | 1,321,487 | $25.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +71.0% | 1,221,437 | $23.7M |
| Wellington Management Group LLP | 0.00% | Reduce -2.0% | 1,053,836 | $20.4M |
| D. E. Shaw & Co. | 0.02% | Add +591.2% | 969,274 | $18.8M |
| Bank of America Corp. | 0.00% | Add +28.1% | 925,555 | $17.9M |
| Brevan Howard Capital Management LP | 0.18% | Add +198.5% | 895,386 | $17.4M |
| Two Sigma Investments, LP | 0.01% | Add +25.7% | 879,308 | $17.0M |
| FJ Capital Management LLC | 1.86% | Add +209.5% | 851,426 | $16.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 826,248 | $16.0M |
| Citadel Advisors | 0.01% | Reduce -6.2% | 747,475 | $14.5M |
| Citizens Business Bank | 2.18% | No change | 342,861 | $13.3M |
| UBS Group AG | 0.00% | Add +291.4% | 631,398 | $12.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -20.6% | 619,329 | $12.0M |
| Boothbay Fund Management, LLC | 0.27% | Add +201.7% | 586,713 | $11.4M |
| Invesco Ltd. | 0.00% | Add +10.1% | 586,167 | $11.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.5% | 529,053 | $10.3M |
| Public Sector Pension Investment Board | 0.03% | Add +2.4% | 455,893 | $8.8M |
| American Century Companies Inc. | 0.00% | Reduce -3.0% | 454,523 | $8.8M |
| Jane Street Group, LLC | 0.01% | New | 452,016 | $8.8M |
| Susquehanna International Group, LLP | 0.01% | Add +301.6% | 434,849 | $8.4M |
| First Trust Advisors LP | 0.01% | Add +0.1% | 430,170 | $8.3M |
| Weiss Asset Management LP | 0.21% | New | 428,200 | $8.3M |
| Renaissance Technologies | 0.01% | Add +49.3% | 427,694 | $8.3M |
| Bernzott Capital Advisors | 3.86% | New | 415,389 | $8.1M |
| Cliffwater LLC | 2.12% | No change | 412,247 | $8.0M |
| Rhumbline Advisers | 0.01% | Reduce -4.5% | 373,797 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Add +92.2% | 343,244 | $6.6M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | New | 325,531 | $6.3M |
| Nuveen, LLC | 0.00% | Reduce -0.7% | 316,309 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.0% | 310,313 | $6.0M |
| Legal & General Group Plc | 0.00% | Reduce -10.7% | 291,613 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Add +11.6% | 271,942 | $5.3M |
| AQR Capital Management | 0.00% | Add +42.9% | 257,744 | $5.0M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 254,800 | $4.9M |
| HRT Financial LP | 0.01% | Add +553.3% | 252,871 | $4.9M |
| PMC FIG Opportunities LLC | 6.88% | Add +191.7% | 229,213 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.6% | 183,456 | $3.6M |
| Barclays PLC | 0.00% | Reduce -26.1% | 179,439 | $3.5M |
| Atom Investors LP | 0.25% | New | 179,247 | $3.5M |
| Cerity Partners LLC | 0.00% | Reduce -0.5% | 171,342 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.6% | 170,090 | $3.3M |
| California State Teachers Retirement System | 0.00% | Add +32.8% | 162,816 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -13.4% | 158,134 | $2.9M |
| Citigroup Inc. | 0.00% | Add +29.4% | 149,896 | $2.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +27.0% | 140,040 | $2.7M |
| Tudor Investment Corporation | 0.01% | New | 135,214 | $2.6M |
| Prudential Financial Inc. | 0.00% | Add +8.0% | 130,846 | $2.5M |
| LSV Asset Management | 0.01% | No change | 122,900 | $2.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 121,914 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +12.1% | 121,794 | $2.4M |
| Squarepoint Ops LLC | 0.01% | Add +168.1% | 119,882 | $2.3M |
| Momentous Wealth Management, Inc. | 1.30% | Add +0.0% | 117,455 | $2.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.0% | 113,448 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +6.6% | 111,958 | $2.2M |
| Bridgewater Associates | 0.01% | New | 110,856 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.3% | 109,543 | $2.1M |
| Graham Capital Management, L.P. | 0.09% | Add +112.8% | 106,664 | $2.1M |
| North Reef Capital Management LP | 0.07% | Reduce -3.7% | 100,000 | $1.9M |
| Fieldview Capital Management, LLC | 0.52% | New | 92,243 | $1.8M |
| Maltese Capital Management LLC | 0.36% | New | 91,500 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -23.3% | 89,177 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.4% | 85,991 | $1.7M |
| Persistent Asset Partners Ltd | 0.64% | Add +203.0% | 85,025 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.8% | 85,050 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +60.1% | 83,016 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +18.3% | 82,012 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -54.7% | 79,931 | $1.5M |
| Vanguard Global Advisers, LLC | 0.00% | — | 79,890 | $1.5M |
| Holocene Advisors, LP | 0.00% | New | 75,160 | $1.5M |
| Creative Planning | 0.00% | Reduce -29.5% | 73,068 | $1.4M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +7.5% | 69,495 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.8% | 69,017 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.7% | 68,958 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.3% | 67,037 | $1.3M |
| Voloridge Investment Management, LLC | 0.01% | New | 66,251 | $1.3M |
| Numerai GP LLC | 0.13% | New | 65,880 | $1.3M |
| Jump Financial, LLC | 0.02% | New | 65,860 | $1.3M |
| Hudson Bay Capital Management LP | 0.01% | New | 65,841 | $1.3M |
| Mason & Associates Inc | 0.24% | No change | 66,040 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 64,711 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -24.6% | 63,568 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.4% | 60,473 | $1.2M |
| Bolthouse Investments, LLC | 1.05% | Add +1.1% | 60,005 | $1.2M |
| Jacobs Asset Management, LLC | 0.70% | Add +10.0% | 60,000 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 58,242 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +3763.8% | 56,760 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.1% | 56,500 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Add +9.6% | 53,756 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -20.3% | 49,575 | $961K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.6% | 48,186 | $934K |
| D.A. Davidson & Co. | 0.01% | No change | 47,362 | $918K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 44,300 | $859K |
| Mangrove Partners Im, LLC | 0.07% | New | 44,212 | $857K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 42,262 | $819K |
| Natixis Advisors, LLC | 0.00% | Reduce -1.6% | 41,689 | $808K |
| BNP Paribas Financial Markets | 0.00% | Add +19.8% | 41,226 | $799K |
| New York State Common Retirement Fund | 0.00% | No change | 41,117 | $797K |
| XTX Topco Ltd | 0.01% | Add +85.2% | 38,043 | $738K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 38,004 | $737K |
| Sei Investments Co. | 0.00% | Add +138.6% | 37,747 | $732K |
| Amalgamated Bank | 0.01% | Reduce -2.4% | 36,787 | $713K |
| Arizona State Retirement System | 0.00% | Reduce -2.9% | 35,372 | $686K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 35,030 | $679K |
| Entropy Technologies, LP | 0.03% | New | 34,864 | $676K |
| Apriem Advisors | 0.06% | No change | 34,500 | $669K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.0% | 34,056 | $660K |
| Intech Investment Management LLC | 0.01% | Reduce -46.8% | 33,582 | $651K |
| Handelsbanken Fonder AB | 0.00% | No change | 33,011 | $640K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 32,542 | $631K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.0% | 31,510 | $611K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.1% | 30,363 | $589K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 30,047 | $583K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 30,038 | $582K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.0% | 29,163 | $565K |
| KLP Kapitalforvaltning As | 0.00% | No change | 28,600 | $555K |
| New York State Teachers Retirement System | 0.00% | Reduce -27.3% | 28,576 | $554K |
| Amundi | 0.00% | New | 27,632 | $536K |
| Ieq Capital, LLC | 0.00% | Reduce -37.6% | 27,421 | $532K |
| Capital Fund Management S.A. | 0.00% | New | 26,854 | $521K |
| World Investment Advisors | 0.01% | Reduce -10.7% | 26,038 | $505K |
| Millennium Management | 0.00% | Reduce -72.5% | 25,484 | $494K |
| Lazari Capital Management, Inc. | 0.17% | No change | 24,376 | $473K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -8.4% | 23,267 | $451K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -3.5% | 23,053 | $447K |
| Vident Advisory, LLC | 0.00% | Add +62.7% | 23,043 | $447K |
| Voya Investment Management LLC | 0.00% | Reduce -6.1% | 22,477 | $436K |
| US Bancorp \de | 0.00% | Reduce -8.6% | 22,271 | $432K |
| Neuberger Berman Group LLC | 0.00% | Add +16.0% | 22,054 | $427K |
| Royal Bank of Canada | 0.00% | Add +8.5% | 21,755 | $422K |
| Centiva Capital, LP | 0.02% | New | 21,747 | $422K |
| Pictet Asset Management Holding SA | 0.00% | No change | 21,319 | $413K |
| Wbi Investments, LLC | 0.11% | New | 20,437 | $396K |
| Millington Securities, LLC | 0.11% | — | 20,437 | $396K |
| Neo Ivy Capital Management | 0.10% | New | 20,530 | $394K |
| Mirabella Financial Services LLP | 0.04% | New | 20,184 | $391K |
| Corient Private Wealth LP | 0.00% | Add +2.6% | 20,104 | $390K |
| Dark Forest Capital Management LP | 0.03% | Reduce -30.9% | 20,069 | $389K |
| ProShare Advisors LLC | 0.00% | Reduce -21.1% | 20,041 | $389K |
| Los Angeles Capital Management LLC | 0.00% | Add +191.8% | 19,986 | $388K |
| Picton Mahoney Asset Management | 0.00% | New | 19,151 | $371K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 19,080 | $370K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +65.3% | 18,384 | $361K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.4% | 18,589 | $360K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.4% | 18,206 | $353K |
| Odyssean, LLC | 0.13% | New | 17,906 | $347K |
| Pinnacle Holdings, LLC | 0.12% | Reduce -10.2% | 17,783 | $345K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1378.3% | 16,971 | $329K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.8% | 16,418 | $318K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -13.3% | 15,903 | $308K |
| Mgo One Seven LLC | 0.01% | New | 15,901 | $308K |
| GTS Securities LLC | 0.01% | New | 14,915 | $289K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -0.8% | 14,582 | $283K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 13,967 | $271K |
| Cwm, LLC | 0.00% | Add +33.3% | 13,921 | $270K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.1% | 13,872 | $269K |
| KWB Wealth | 0.03% | No change | 14,049 | $261K |
| Brooklyn Investment Group | 0.01% | Reduce -19.8% | 12,993 | $252K |
| Curi Capital, LLC | 0.00% | New | 12,699 | $246K |
| State of Wisconsin Investment Board | 0.00% | New | 12,629 | $245K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.2% | 12,570 | $244K |
| Xponance LLC | 0.00% | Add +19.2% | 12,356 | $240K |
| SG Americas Securities, LLC | 0.00% | Reduce -76.2% | 12,345 | $239K |
| Profund Advisors LLC | 0.01% | Reduce -43.8% | 12,169 | $236K |
| Foronjy Financial LLC | 0.10% | No change | 11,953 | $232K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 11,750 | $228K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | New | 11,276 | $219K |
| Engineers Gate Manager LP | 0.00% | New | 11,080 | $215K |
| Savant Capital, LLC | 0.00% | Reduce -4.1% | 10,877 | $211K |
| GAMCO Investors | 0.00% | Add +7.5% | 10,750 | $208K |
| Private Management Group Inc. | 0.01% | No change | 10,727 | $208K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -4.5% | 10,549 | $205K |
| QRG Capital Management, Inc. | 0.00% | New | 10,500 | $204K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.2% | 10,450 | $203K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -15.3% | 10,267 | $199K |
| Bank of Montreal | 0.00% | Reduce -21.4% | 10,246 | $199K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.7% | 10,069 | $195K |
| HCR Wealth Advisors | 0.02% | No change | 10,000 | $194K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 8,793 | $170K |
| Palouse Capital Management, Inc. | 0.11% | New | 7,996 | $155K |
| Osaic Holdings, Inc. | 0.00% | Add +2.0% | 7,900 | $153K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -39.4% | 7,819 | $152K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -1.9% | 7,736 | $150K |
| GAMMA Investing LLC | 0.01% | Add +3.5% | 6,576 | $128K |
| KBC Group NV | 0.00% | Add +46.2% | 5,684 | $110K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 5,068 | $98K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.3% | 4,271 | $83K |
| Allworth Financial LP | 0.00% | Reduce -80.9% | 4,209 | $82K |
| Covestor Ltd | 0.06% | Reduce -42.3% | 4,193 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.8% | 3,499 | $68K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +46.1% | 3,227 | $63K |
| Rockefeller Capital Management L.P. | 0.00% | Add +240.7% | 2,807 | $54K |
| Whittier Trust Co. | 0.00% | Reduce -27.0% | 2,606 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +40.6% | 2,407 | $47K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.4% | 2,195 | $43K |
| Larson Financial Group LLC | 0.00% | Reduce -14.8% | 2,053 | $40K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -49.9% | 2,073 | $40K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,620 | $31K |
| UMB Bank, n.a. | 0.00% | Add +2.5% | 1,611 | $31K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,606 | $30K |
| Versant Capital Management, Inc | 0.00% | Add +13.1% | 1,511 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -28.7% | 1,385 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.9% | 1,162 | $23K |
| Blue Trust, Inc. | 0.00% | Reduce -7.1% | 1,105 | $21K |
| Ascentis Independent Advisors | 0.00% | New | 1,043 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.1% | 971 | $19K |
| Root Financial Partners, LLC | 0.00% | Add +81.6% | 879 | $17K |
| Kemnay Advisory Services Inc. | 0.00% | New | 874 | $17K |
| Mather Group, Llc. | 0.00% | New | 701 | $14K |
| Arax Advisory Partners | 0.00% | Add +101.9% | 535 | $10K |
| Signaturefd, LLC | 0.00% | Reduce -34.6% | 495 | $10K |
| Ares Financial Consulting, LLC | 0.01% | No change | 434 | $8K |
| Rothschild Investment LLC | 0.00% | Reduce -4.5% | 425 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 420 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 416 | $8K |
| Quadrant Capital Group LLC | 0.00% | No change | 382 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +9.2% | 369 | $7K |
| Optiver Holding B.V. | 0.00% | New | 344 | $7K |
| JPL Wealth Management, LLC | 0.00% | New | 339 | $7K |
| Huntington National Bank | 0.00% | No change | 310 | $6K |
| LRI Investments, LLC | 0.00% | No change | 303 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 292 | $6K |
| CVA Family Office, LLC | 0.00% | Add +149.0% | 259 | $5K |
| NewEdge Advisors, LLC | 0.00% | Add +22.0% | 244 | $5K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 207 | $4K |
| Kilter Group LLC | 0.00% | New | 204 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 198 | $4K |
| Quarry LP | 0.00% | Reduce -42.9% | 196 | $4K |
| MAI Capital Management | 0.00% | Add +30.1% | 190 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 186 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +160.9% | 167 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 130 | $3K |
| Assetmark, Inc. | 0.00% | No change | 127 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 122 | $2K |
| Quent Capital, LLC | 0.00% | Reduce -0.8% | 121 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +237.1% | 118 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -32.3% | 111 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 108 | $2K |
| Wall Street Financial Group, Inc. | 0.00% | New | 107 | $2K |
| Horizon Investments, LLC | 0.00% | New | 108 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -34.3% | 96 | $2K |
| Stone House Investment Management, LLC | 0.00% | Add +48.4% | 92 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -10.0% | 90 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 77 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -10.0% | 72 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 57 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | Add +65.6% | 53 | $1K |
| Inspire Investing, LLC | 0.00% | Add +6.3% | 34 | $657 |
| Essential Partners LLC | 0.00% | Reduce -17.5% | 33 | $640 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 31 | $602 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -94.2% | 27 | $524 |
| SJS Investment Consulting Inc. | 0.00% | Add +62.5% | 26 | $505 |
| Gilpin Wealth Management, LLC | 0.00% | Add +91.7% | 23 | $446 |
| True Wealth Design, LLC | 0.00% | Add +15.0% | 23 | $446 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -35.7% | 18 | $349 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 16 | $310 |
| Rialto Wealth Management, LLC | 0.00% | Add +25.0% | 15 | $291 |
| Ankerstar Wealth, LLC | 0.00% | No change | 14 | $271 |
| GHP Investment Advisors, Inc. | 0.00% | New | 12 | $233 |
| HFM Investment Advisors, LLC | 0.00% | No change | 10 | $194 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 8 | $156 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 7 | $136 |
| Curio Wealth, LLC | 0.00% | New | 3 | $58 |
| Dunhill Financial, LLC | 0.00% | Reduce -33.3% | 2 | $50 |
| Raffa Wealth Management, LLC | 0.00% | New | 2 | $39 |
| Torren Management, LLC | 0.00% | No change | 2 | $36 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $20 |
"% of holder's portfolio" is CVBF's weight in each manager's 13F, not the share of CVB Financial Corp. the manager owns.