CVB FinancialCVBF

13F holders, Q2 2026 (June 30)
323holders +38
67new positions
29sold out
5famous investors
$22.59avg. 13F price*

At the end of Q2 2026, 323 institutions reported holding CVB Financial Corp. (CVBF) in their 13F filings, up 38 from Q1 2026. 67 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($579.3M), State Street Corp. ($236.9M) and Vanguard Portfolio Management LLC ($229.0M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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

0100200300400 Q1 2024: 223Q1 2024Q2 2024: 221Q2 2024Q3 2024: 232Q3 2024Q4 2024: 230Q4 2024Q1 2025: 238Q1 2025Q2 2025: 252Q2 2025Q3 2025: 257Q3 2025Q4 2025: 265Q4 2025Q1 2026: 285Q1 2026Q2 2026: 323Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions67$74.3M
Exits29$39.1M

All 13F filers, Q1 2026 → Q2 2026: 37,587,512 shares bought and 4,781,131 shares sold, net +32,806,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 323 holders

BlackRock, Inc. 0.01% Add +35.0% 25,688,910 $579.3M
State Street Corp. 0.01% Add +32.0% 10,506,193 $236.9M
Vanguard Portfolio Management LLC 0.01% Add +28.7% 10,155,075 $229.0M
Dimensional Fund Advisors LP 0.04% Add +32.0% 10,051,580 $226.7M
FMR LLC 0.01% Add +32.2% 9,834,715 $221.8M
Vanguard Capital Management LLC 0.00% Add +32.7% 7,550,510 $170.3M
Charles Schwab Investment Management Inc. 0.02% Add +38.8% 6,380,873 $143.9M
Geode Capital Management, LLC 0.01% Add +36.4% 4,476,687 $101.0M
Parallel Advisors, LLC 1.22% Reduce -3.5% 3,529,148 $79.6M
HoldCo Asset Management, LP 4.92% Add +45.0% 3,397,983 $76.6M
Arrowstreet Capital, Limited Partnership 0.03% Add +150.6% 3,060,279 $69.0M
Morgan Stanley 0.00% Add +40.7% 2,881,361 $65.0M
Silvercrest Asset Management Group LLC 0.32% Reduce -7.6% 2,180,413 $49.2M
Victory Capital Management Inc. 0.03% Reduce -1.4% 2,040,379 $46.0M
Northern Trust Corp. 0.01% Add +35.1% 1,991,306 $44.9M
Fuller & Thaler Asset Management, Inc. 0.12% Reduce -3.5% 1,973,161 $44.5M
Massachusetts Financial Services Co. 0.01% Add +9.7% 1,963,675 $44.3M
Bank of New York Mellon Corp 0.01% Add +27.7% 1,688,074 $38.1M
Goldman Sachs Group Inc. 0.00% Add +14.6% 1,585,500 $35.8M
Bessemer Group Inc. 0.05% Add +1.7% 1,492,083 $33.6M
Manufacturers Life Insurance Company, The 0.02% Add +150.9% 1,327,170 $29.9M
FJ Capital Management LLC 3.79% Add +52.1% 1,295,322 $29.2M
Wellington Management Group LLP 0.00% Add +16.5% 1,227,820 $27.7M
Vanguard Fiduciary Trust Co. 0.01% Add +34.9% 1,114,218 $25.1M
D. E. Shaw & Co. 0.02% Add +7.9% 1,045,588 $23.6M
Citadel Advisors 0.01% Add +28.7% 961,835 $21.7M
Balyasny Asset Management L.P. 0.04% Reduce -37.6% 959,217 $21.6M
Brevan Howard Capital Management LP 0.32% Add +6.1% 950,000 $21.4M
Boston Partners 0.02% New 940,489 $21.2M
Bank of America Corp. 0.00% Add +0.1% 926,021 $20.9M
Renaissance Technologies 0.03% Add +111.3% 903,591 $20.4M
JPMorgan Chase & Co. 0.00% Add +161.3% 896,804 $20.3M
Principal Financial Group Inc. 0.01% Add +30.8% 810,245 $18.3M
UBS Group AG 0.00% Add +24.9% 788,584 $17.8M
Invesco Ltd. 0.00% Add +20.3% 705,015 $15.9M
Citizens Business Bank 2.33% No change 342,861 $15.5M
Hotchkis & Wiley Capital Management LLC 0.04% Add +103.9% 663,902 $15.0M
Kennedy Capital Management LLC 0.25% New 623,650 $14.1M
AQR Capital Management 0.00% Add +134.7% 604,834 $13.6M
Public Sector Pension Investment Board 0.03% Add +26.3% 575,946 $13.0M
Citigroup Inc. 0.01% Add +252.9% 528,992 $11.9M
American Century Companies Inc. 0.01% Add +13.2% 514,663 $11.6M
First Trust Advisors LP 0.01% Add +10.2% 474,063 $10.7M
Nuveen, LLC 0.00% Add +44.6% 457,256 $10.3M
Rhumbline Advisers 0.01% Add +16.3% 434,564 $9.8M
Boothbay Fund Management, LLC 0.19% Reduce -26.9% 428,917 $9.7M
Bernzott Capital Advisors 3.86% Add +3.1% 428,089 $9.7M
Cliffwater LLC 2.31% No change 412,247 $9.3M
Legal & General Group Plc 0.00% Add +32.4% 386,009 $8.7M
Alliancebernstein L.P. 0.00% Add +158.7% 409,089 $7.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +12.8% 349,965 $7.9M
Ameriprise Financial Inc. 0.00% Add +26.0% 342,703 $7.7M
Swiss National Bank 0.00% Add +31.5% 335,105 $7.6M
Rhino Investment Partners, Inc 2.14% New 314,278 $7.1M
Cerity Partners LLC 0.01% Add +63.8% 280,724 $6.3M
Marshall Wace, LLP 0.00% New 252,343 $5.7M
Raymond James Financial Inc. 0.00% Add +36.2% 249,872 $5.6M
Creative Planning 0.00% Add +228.8% 240,282 $5.4M
Dark Forest Capital Management LP 0.35% Add +1090.2% 238,859 $5.4M
T. Rowe Price Associates Inc. 0.00% Add +36.3% 231,766 $5.2M
PMC FIG Opportunities LLC 8.04% Reduce -3.2% 221,856 $5.0M
WINTON GROUP Ltd 0.16% New 217,295 $4.9M
California State Teachers Retirement System 0.00% Add +17.9% 191,946 $4.3M
Wells Fargo & Company 0.00% Add +129.1% 183,144 $4.1M
Deutsche Bank AG 0.00% Add +45.7% 177,404 $4.0M
Two Sigma Investments, LP 0.00% Reduce -79.9% 176,700 $4.0M
Capital Fund Management S.A. 0.03% Add +555.6% 176,063 $4.0M
Prudential Financial Inc. 0.00% Add +33.2% 174,313 $3.9M
Quantinno Capital Management LP 0.00% Add +49.4% 167,301 $3.8M
Franklin Resources Inc. 0.00% Add +98.0% 162,404 $3.7M
Holocene Advisors, LP 0.01% Add +114.1% 160,920 $3.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +32.0% 160,900 $3.6M
Maltese Capital Management LLC 0.67% Add +74.9% 160,000 $3.6M
Atom Investors LP 0.31% Reduce -14.4% 153,349 $3.5M
Barclays PLC 0.00% Reduce -18.7% 145,821 $3.3M
CANADA LIFE ASSURANCE Co 0.01% Add +27.2% 144,331 $3.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +57.1% 140,082 $3.2M
Rafferty Asset Management, LLC 0.01% Reduce -6.1% 131,533 $3.0M
Rosenthal | Henry Capital Advisors, Inc. 2.44% New 123,534 $2.8M
LSV Asset Management 0.01% No change 122,900 $2.8M
Neo Ivy Capital Management 0.58% Add +440.5% 110,959 $2.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +33.5% 110,866 $2.5M
Thrivent Financial for Lutherans 0.00% Add +29.4% 110,078 $2.5M
Numerai GP LLC 0.20% Add +62.6% 107,128 $2.4M
Mercer Global Advisors Inc. 0.00% Add +22.2% 105,101 $2.4M
Russell Investments Group, Ltd. 0.00% Add +469.5% 103,690 $2.3M
MetLife Investment Management, LLC 0.01% Add +44.4% 99,681 $2.2M
Royal Bank of Canada 0.00% Add +352.1% 98,364 $2.2M
AlTi Global, Inc. 0.04% New 89,158 $2.0M
Illinois Municipal Retirement Fund 0.02% Add +28.1% 85,857 $1.9M
Sei Investments Co. 0.00% Add +118.8% 82,589 $1.9M
Ieq Capital, LLC 0.01% Add +196.7% 81,358 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -26.3% 80,769 $1.8M
Vanguard Global Advisers, LLC 0.00% Reduce -0.5% 79,527 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +30.5% 78,912 $1.8M
Mariner, LLC 0.00% Add +53.3% 76,016 $1.7M
Jupiter Topco LLC 0.00% — 75,869 $1.7M
LPL Financial LLC 0.00% Add +16.8% 74,254 $1.7M
Louisiana State Employees Retirement System 0.02% Add +30.1% 73,500 $1.7M
BNP Paribas Financial Markets 0.00% Add +74.2% 71,825 $1.6M
Captrust Financial Advisors 0.00% Add +7.7% 69,688 $1.6M
Graham Capital Management, L.P. 0.06% Reduce -37.4% 66,741 $1.5M
Mason & Associates Inc 0.24% No change 66,040 $1.5M
Robertson Stephens Wealth Management, LLC 0.04% New 62,964 $1.4M
State of Alaska, Department of Revenue 0.01% Reduce -8.8% 62,909 $1.4M
Fifth Third Bancorp 0.00% Add +9.7% 62,256 $1.4M
Natixis Advisors, LLC 0.00% Add +47.3% 61,389 $1.4M
Bolthouse Investments, LLC 1.11% Add +1.0% 60,599 $1.4M
New York State Common Retirement Fund 0.00% Add +46.5% 60,223 $1.4M
XTX Topco Ltd 0.02% Add +51.7% 57,728 $1.3M
Lido Advisors, LLC 0.00% New 52,899 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +9.0% 52,530 $1.2M
Elo Mutual Pension Insurance Co 0.01% Reduce -25.5% 51,775 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% Add +44.3% 50,539 $1.1M
Nisa Investment Advisors, LLC 0.00% Add +19.4% 50,441 $1.1M
Federated Hermes, Inc. 0.00% Reduce -6.4% 50,337 $1.1M
D.A. Davidson & Co. 0.01% Add +3.5% 49,012 $1.1M
State Board of Administration of Florida Retirement System 0.00% Add +28.9% 48,995 $1.1M
Odyssean, LLC 0.18% Add +168.0% 47,984 $1.1M
Bleakley Financial Group, LLC 0.01% Add +102.1% 47,017 $1.1M
Arizona State Retirement System 0.01% Add +30.3% 46,088 $1.0M
Amalgamated Bank 0.01% Add +22.6% 45,119 $1.0M
Clifford Swan Investment Counsel LLC 0.03% No change 44,300 $999K
Yousif Capital Management, LLC 0.01% Add +27.1% 43,284 $976K
Teachers Retirement System of the State of Kentucky 0.01% Add +26.1% 41,042 $926K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +26.1% 39,751 $896K
Vanguard Investments Australia, Ltd. 0.00% Add +31.2% 39,399 $888K
iSAM Funds (UK) Ltd 0.63% New 39,300 $886K
Squarepoint Ops LLC 0.00% Reduce -67.6% 38,862 $876K
Corient Private Wealth LP 0.00% Add +89.7% 38,139 $860K
Oregon Public Employees Retirement Fund 0.01% Add +30.4% 38,014 $857K
KLP Kapitalforvaltning As 0.00% Add +28.4% 36,724 $828K
Intech Investment Management LLC 0.01% Add +3.3% 34,680 $782K
Apriem Advisors 0.07% No change 34,500 $778K
Handelsbanken Fonder AB 0.00% No change 33,011 $744K
Voya Investment Management LLC 0.00% Add +43.7% 32,305 $728K
Whittier Trust Co. of Nevada Inc. 0.01% Add +15258.0% 31,791 $718K
Amundi 0.00% Add +12.4% 31,073 $701K
Envestnet Asset Management Inc. 0.00% Add +0.3% 30,465 $687K
State of Tennessee, Department of Treasury 0.00% No change 30,047 $678K
New York State Teachers Retirement System 0.00% Add +4.9% 29,966 $676K
Susquehanna Portfolio Strategies, LLC 0.01% New 29,878 $674K
Aquatic Capital Management LLC 0.02% New 29,686 $669K
US Bancorp \de 0.00% Add +33.0% 29,632 $668K
Hennion & Walsh Asset Management, Inc. 0.02% New 28,998 $654K
Vanguard Personalized Indexing Management, LLC 0.01% Add +24.3% 28,663 $646K
Neuberger Berman Group LLC 0.00% Add +29.5% 28,565 $644K
Pictet Asset Management Holding SA 0.00% Add +29.9% 27,700 $625K
Wealth Enhancement Advisory Services, LLC 0.00% Add +98.5% 36,496 $612K
Public Employees Retirement Association of Colorado 0.00% Add +42.1% 27,109 $611K
Y-Intercept (Hong Kong) Ltd 0.01% New 25,870 $583K
SG Americas Securities, LLC 0.00% Add +107.2% 25,575 $577K
Maryland State Retirement & Pension System 0.01% Add +32.0% 24,544 $553K
ProShare Advisors LLC 0.00% Add +21.7% 24,393 $550K
Lazari Capital Management, Inc. 0.17% No change 24,376 $550K
Gsa Capital Partners LLP 0.03% New 22,622 $510K
World Investment Advisors 0.01% Add +0.2% 26,095 $506K
State of Wisconsin Investment Board 0.00% Add +76.8% 22,334 $504K
DRW Securities, LLC 0.03% New 22,006 $496K
Focus Partners Wealth 0.00% New 21,929 $495K
Orion Porfolio Solutions, LLC 0.00% New 21,696 $489K
Savant Capital, LLC 0.00% Add +97.5% 21,486 $485K
Basso Capital Management, L.P. 0.12% New 21,181 $478K
Susquehanna International Group, LLP 0.00% Reduce -95.2% 20,685 $466K
Evergreen Capital Management LLC 0.01% New 20,102 $453K
Pathstone Holdings, LLC 0.00% Add +19.1% 19,559 $441K
Mutual of America Capital Management LLC 0.00% Add +31.7% 19,199 $433K
First Manhattan Co. Llc. 0.00% New 19,142 $432K
Merit Financial Group, LLC 0.00% Add +89.6% 19,091 $431K
Vident Advisory, LLC 0.00% Reduce -20.6% 18,307 $413K
Pinnacle Holdings, LLC 0.13% No change 17,783 $401K
O'shaughnessy Asset Management, LLC 0.00% Add +67.5% 17,500 $395K
Xponance LLC 0.00% Add +38.6% 17,122 $386K
PNC Financial Services Group, Inc. 0.00% Add +22.6% 17,118 $386K
Oxford Asset Management LLP 0.19% New 17,028 $384K
Mgo One Seven LLC 0.01% Add +2.4% 16,286 $367K
Destination Wealth Management 0.01% New 16,055 $362K
Sand Hill Global Advisors, LLC 0.01% New 16,025 $361K
Diametric Capital, LP 0.04% New 16,020 $361K
Bluespring Wealth Management, LLC 0.01% New 15,971 $360K
CIBC Asset Management Inc 0.00% Add +26.5% 15,901 $359K
Quadrant Capital Group LLC 0.01% Add +4027.8% 15,768 $356K
Ameritas Investment Partners, Inc. 0.01% Add +47.4% 15,551 $351K
Sequoia Financial Advisors, LLC 0.00% Reduce -4.3% 15,219 $343K
Vise Technologies, Inc. 0.00% New 15,068 $340K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +25.9% 14,787 $333K
Bank of Montreal 0.00% Add +40.5% 14,394 $325K
KWB Wealth 0.03% No change 14,049 $317K
Caprock Group, LLC 0.01% New 13,705 $309K
Bridgewater Associates 0.00% Reduce -87.7% 13,679 $308K
Curi Capital, LLC 0.00% Add +6.4% 13,509 $305K
Revolve Wealth Partners, LLC 0.03% New 13,424 $303K
Arax Advisory Partners 0.00% Add +2391.4% 13,329 $301K
Choreo, LLC 0.00% New 12,875 $290K
Rockefeller Capital Management L.P. 0.00% Add +353.7% 12,736 $287K
Profund Advisors LLC 0.01% Add +4.6% 12,730 $287K
Tower Research Capital LLC (TRC) 0.01% Reduce -26.1% 12,533 $283K
QRG Capital Management, Inc. 0.00% Add +16.9% 12,276 $277K
Foronjy Financial LLC 0.10% No change 11,953 $270K
Man Group plc 0.00% New 11,908 $269K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 11,000 $248K
Steward Partners Investment Advisory, LLC 0.00% Reduce -21.2% 10,934 $247K
Private Management Group Inc. 0.01% No change 10,727 $242K
Osaic Holdings, Inc. 0.00% Add +33.4% 10,537 $238K
Global Retirement Partners, LLC 0.00% — 10,514 $237K
HB Wealth Management, LLC 0.00% New 10,431 $235K
Centiva Capital, LP 0.01% Reduce -52.6% 10,304 $232K
HCR Wealth Advisors 0.02% No change 10,000 $226K
Soltis Investment Advisors LLC 0.01% Reduce -3.0% 9,964 $225K
DNB Asset Management AS 0.00% New 9,824 $222K
Knightsbridge Asset Management, LLC 0.03% New 9,797 $221K
CIBC Bancorp USA Inc. 0.00% New 9,756 $220K
HighTower Advisors, LLC 0.00% New 9,677 $218K
GAMMA Investing LLC 0.01% Add +44.8% 9,519 $215K
Crossmark Global Holdings, Inc. 0.00% New 9,507 $214K
Eurizon Capital SGR S.p.A. 0.00% New 9,531 $214K
Swiss Life Asset Management Ltd 0.00% New 9,444 $213K
Stifel Financial Corp. 0.00% New 9,330 $210K
Keybank National Association 0.00% New 9,297 $210K
Focus Partners Advisor Solutions, LLC 0.00% New 9,247 $209K
NorthCrest Asset Manangement, LLC 0.01% New 9,316 $208K
Susquehanna Fundamental Investments, LLC 0.00% New 8,984 $203K
Armistice Capital, LLC 0.01% New 8,899 $201K
GTS Securities LLC 0.00% Reduce -40.5% 8,880 $200K
Ensign Peak Advisors, Inc 0.00% No change 8,793 $198K
Hantz Financial Services, Inc. 0.00% Add +9.6% 8,572 $193K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +7.5% 8,317 $188K
Palouse Capital Management, Inc. 0.12% No change 7,996 $180K
LifeSteps Financial, Inc. 0.08% New 7,500 $169K
Larson Financial Group LLC 0.00% Add +236.8% 6,914 $156K
Los Angeles Capital Management LLC 0.00% Reduce -67.7% 6,454 $146K
Allworth Financial LP 0.00% Add +49.0% 6,271 $141K
KBC Group NV 0.00% No change 5,684 $128K
STRS Ohio 0.00% New 5,200 $117K
Caldwell Sutter Capital, Inc. 0.04% No change 5,068 $114K
Acadian Asset Management LLC 0.00% New 4,035 $90K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +17.8% 3,802 $86K
Signaturefd, LLC 0.00% Add +628.9% 3,608 $81K
Parkside Financial Bank & Trust 0.01% Add +752.6% 3,581 $81K
Federation des caisses Desjardins du Quebec 0.00% Add +760.3% 3,579 $81K
Sterling Capital Management LLC 0.00% Reduce -19.1% 3,453 $78K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.6% 3,409 $77K
Covestor Ltd 0.04% Reduce -21.9% 3,273 $74K
PFS Partners, LLC 0.03% New 3,135 $71K
Whittier Trust Co. 0.00% No change 2,606 $59K
Public Employees Retirement System of Ohio 0.00% Add +7.2% 2,352 $53K
Smartleaf Asset Management LLC 0.00% No change 2,073 $46K
Jones Financial Companies LLLP 0.00% Add +27.0% 2,040 $46K
Nykredit A/S 0.00% — 1,906 $43K
Farther Finance Advisors, LLC 0.00% Add +46.3% 1,700 $38K
UMB Bank, n.a. 0.00% Add +3.7% 1,670 $38K
Versant Capital Management, Inc 0.00% Add +8.1% 1,634 $37K
EverSource Wealth Advisors, LLC 0.00% Reduce -33.9% 1,591 $36K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,385 $31K
Quantum Portfolio Management LLC 0.01% New 1,352 $30K
Optiver Holding B.V. 0.00% Add +284.9% 1,324 $30K
Kemnay Advisory Services Inc. 0.00% Add +35.6% 1,185 $27K
Blue Trust, Inc. 0.00% Reduce -1.5% 1,088 $25K
Salomon & Ludwin, LLC 0.00% No change 971 $22K
Persistent Asset Partners Ltd 0.01% Reduce -98.9% 906 $20K
Rothschild Investment LLC 0.00% Add +92.7% 819 $18K
SJS Investment Consulting Inc. 0.00% Add +2892.3% 778 $18K
Mather Group, Llc. 0.00% Add +7.1% 751 $17K
Nomura Asset Management Co. Ltd. 0.00% Reduce -54.9% 730 $16K
Essential Partners LLC 0.01% Add +1972.7% 684 $15K
Napier Financial, LLC 0.00% New 577 $13K
Huntington National Bank 0.00% Add +82.9% 567 $13K
JPL Wealth Management, LLC 0.00% Add +36.6% 463 $10K
Ares Financial Consulting, LLC 0.01% No change 434 $10K
Silver Grove Financial Group, Inc. 0.00% New 382 $9K
Bare Financial Services, Inc 0.00% Reduce -1.4% 364 $8K
LRI Investments, LLC 0.00% Add +3.0% 312 $7K
IFP Advisors, Inc 0.00% Add +211.1% 280 $6K
CVA Family Office, LLC 0.00% Add +3.5% 268 $6K
Physician Wealth Advisors, Inc. 0.00% Add +113.0% 230 $5K
Clearstead Advisors, LLC 0.00% New 227 $5K
Kilter Group LLC 0.00% No change 204 $5K
NewEdge Advisors, LLC 0.00% Reduce -18.0% 200 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 198 $4K
Keating Financial Advisory Services, Inc. 0.00% Add +14.4% 191 $4K
Valley National Advisers Inc. 0.00% New 162 $4K
Quarry LP 0.00% Reduce -18.4% 160 $4K
Quantbot Technologies LP 0.00% New 150 $3K
Stone House Investment Management, LLC 0.00% Add +51.1% 139 $3K
SBI Securities Co., Ltd. 0.00% Add +21.6% 135 $3K
JFS Wealth Advisors, LLC 0.00% Add +34.4% 129 $3K
Brown Brothers Harriman & Co. 0.00% No change 122 $3K
Quent Capital, LLC 0.00% No change 121 $3K
Fortitude Family Office, LLC 0.00% No change 118 $3K
Picton Mahoney Asset Management 0.00% Reduce -99.4% 111 $3K
Fiduciary Financial Advisors 0.00% New 109 $2K
Assetmark, Inc. 0.00% Reduce -18.9% 103 $2K
Bell Investment Advisors, Inc 0.00% Add +32.5% 102 $2K
Manning & Napier Advisors LLC 0.00% New 80 $2K
Farmers & Merchants Investments Inc. 0.00% No change 72 $2K
True Wealth Design, LLC 0.00% Add +173.9% 63 $1K
Private Wealth Management Group, LLC 0.00% No change 57 $1K
Horizon Investments, LLC 0.00% Reduce -50.0% 54 $1K
Bruce G. Allen Investments, LLC 0.00% Add +183.3% 51 $1K
Creative Capital Management Investments LLC 0.00% New 45 $1K
Retirement Wealth Solutions LLC 0.00% Reduce -17.0% 44 $993
Rialto Wealth Management, LLC 0.00% Add +160.0% 39 $880
Caitong International Asset Management Co., Ltd 0.00% Add +40.7% 38 $857
DiNuzzo Private Wealth, Inc. 0.00% No change 31 $700
Financial Consulate, Inc. 0.00% New 29 $654
Gilpin Wealth Management, LLC 0.00% No change 23 $519
Inspire Investing, LLC 0.00% Reduce -35.3% 22 $497
Bay Harbor Wealth Management, LLC 0.00% Add +31.3% 21 $474
HFM Investment Advisors, LLC 0.00% Add +100.0% 20 $452
Plante Moran Financial Advisors, LLC 0.00% New 19 $428
Ankerstar Wealth, LLC 0.00% No change 14 $316
GHP Investment Advisors, Inc. 0.00% No change 12 $271
Davis Capital Management 0.00% New 9 $203
Zions Bancorporation, National Association 0.00% New 9 $203
DecisionPoint Financial, LLC 0.00% New 5 $116
Dunhill Financial, LLC 0.00% No change 2 $59
Maryland Capital Advisors Inc. 0.00% — 2 $46
Raffa Wealth Management, LLC 0.00% No change 2 $45
Torren Management, LLC 0.00% No change 2 $42
Cordant, Inc. 0.00% New 2 $41
TD Waterhouse Canada Inc. 0.00% No change 1 $23
Evolution Advisers, Inc. 0.00% New 19 $0
Navigoe, LLC 0.00% New 9 $0

"% of holder's portfolio" is CVBF's weight in each manager's 13F, not the share of CVB Financial Corp. the manager owns.