Skip to content
Disclosery

CVBF CVB FINL CORP

Follow

Stock (common), issuer CIK 354647

235 managers (240 13F filers) reported a position in CVBF shares at 2025-03-31, 104,381,849 shares in all. 30 filers opened a position and 23 filers sold out during the quarter.

Managers
235
13F filers
240
New
30
Added
76
Reduced
78
Sold out
23
Shares held by filers
104,381,849

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NewEdge Advisors, LLC200$3.69K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…198$3.65K<0.01%013F-HRTimelineGroup
Hemington Wealth Management176$3K<0.01%+5913F-HRTimeline
Bell Investment Advisors, Inc157$2.9K<0.01%-2613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC146$2.69K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC136$2.51K<0.01%+3613F-HRTimeline
Quent Capital, LLC122$2.25K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.112$2.07K<0.01%+213F-HRTimeline
Prestige Wealth Management Group LLC104$1.92K<0.01%013F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…95$1.75K<0.01%013F-HRTimelineGroup
Amundiin group Amundi77$1.31K<0.01%+4413F-HRTimelineGroup
Private Wealth Asset Management, LLC70$1.29K<0.01%13F-HRTimeline
CVA Family Office, LLC66$1.22K<0.01%new13F-HRTimeline
Bare Financial Services, Inc64$1.18K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management63$1.16K<0.01%-1413F-HRTimelineGroup
Physician Wealth Advisors, Inc.61$1.13K<0.01%new13F-HRTimeline
Stephens Consulting, LLC60$1.11K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC57$1.05K<0.01%013F-HRTimeline
Rise Advisors, LLC50$923<0.01%-88913F-HRTimeline
SJS Investment Consulting Inc.34$628<0.01%+513F-HRTimeline
DiNuzzo Private Wealth, Inc.31$573<0.01%013F-HRTimeline
Global Financial Private Client, LLC18$332<0.01%+913F-HRTimeline
Bruce G. Allen Investments, LLC10$185<0.01%013F-HRTimeline
Larson Financial Group LLC6$111<0.01%013F-HRTimeline
WealthTrak Capital Management LLC5$93<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.5$92<0.01%013F-HRTimeline
IFP Advisors, Inc4$74<0.01%013F-HRTimeline
HFM Investment Advisors, LLC4$74<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC3$55<0.01%new13F-HRTimeline
True Wealth Design, LLC2$37<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1$18<0.01%013F-HRTimeline
Avion Wealth29$00%new13F-HRTimelineValue filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.13$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.