CVB FINANCIAL CORP hedge fund holdings
CVBFNASDAQ$22.28+0.27 (+1.23%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
CVBF · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+18.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 73 | 78 | $103M | $138M | 234 | Aug 14, 2025 |
| Q3 2025 | 86 | 65 | $126M | $90M | 244 | Nov 14, 2025 |
| Q4 2025 | 87 | 81 | $176M | $86.8M | 249 | Feb 14, 2026 |
| Q1 2026 | 111 | 80 | $248M | $158M | 273 | May 15, 2026 |
| Q2 2026 | 200 | 54 | $815M | $90.4M | 305 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
305 filersNew position
55$46.7M+2.07M sh
Increased
145$768M+34.1M sh
Reduced
33-$62.3M-2.76M sh
Out / sold
21-$28M-1.24M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| HoldCo Asset Management, LP | Added 45.04% | +$23.8M | $76.6M | 4.92% | Aug 14, 2026 |
| Kennedy Capital Management LLC | New Buy | +$14.1M | $14.1M | 0.25% | Aug 14, 2026 |
| FJ Capital Management LLC | Added 52.14% | +$10M | $29.2M | 3.79% | Aug 14, 2026 |
| Hotchkis & Wiley Capital Management LLC | Added 103.94% | +$7.63M | $15M | 0.04% | Aug 14, 2026 |
| Rhino Investment Partners, Inc | New Buy | +$7.09M | $7.09M | 2.14% | Aug 14, 2026 |
| Silvercrest Asset Management Group LLC | Reduce 7.61% | -$4.05M | $49.2M | 0.32% | Aug 14, 2026 |
| Massachusetts Financial Services Co | Added 9.73% | +$3.93M | $44.3M | 0.01% | Aug 3, 2026 |
| Wellington Management Group LLP | Added 16.51% | +$3.92M | $27.7M | 0.00% | Aug 14, 2026 |
| Capital Fund Management S.A. | Added 555.63% | +$3.36M | $3.97M | 0.02% | Aug 13, 2026 |
| Public Sector Pension Investment Board | Added 26.33% | +$2.71M | $13M | 0.03% | Aug 13, 2026 |
| Momentous Wealth Management, Inc. | Sell 100% | -$2.28M | $0 | 0.00% | Aug 11, 2026 |
| Bridgewater Associates, LP | Reduce 87.66% | -$2.19M | $308K | 0.00% | Aug 14, 2026 |
| Neo Ivy Capital Management | Added 440.47% | +$2.04M | $2.5M | 0.58% | Aug 14, 2026 |
| North Reef Capital Management LP | Sell 100% | -$1.94M | $0 | 0.00% | Aug 14, 2026 |
| Holocene Advisors, LP | Added 114.10% | +$1.93M | $3.63M | 0.01% | Aug 14, 2026 |
| Persistent Asset Partners Ltd | Reduce 98.93% | -$1.9M | $20.4K | 0.01% | Aug 7, 2026 |
| Fieldview Capital Management, LLC | Sell 100% | -$1.79M | $0 | 0.00% | Aug 14, 2026 |
| Maltese Capital Management LLC | Added 74.86% | +$1.54M | $3.61M | 0.66% | Aug 14, 2026 |
| Voloridge Investment Management, LLC | Sell 100% | -$1.28M | $0 | 0.00% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 49.43% | +$1.25M | $3.77M | 0.00% | Aug 13, 2026 |
| Lido Advisors, LLC | New Buy | +$1.19M | $1.19M | 0.00% | Aug 7, 2026 |
| Jacobs Asset Management, LLC | Sell 100% | -$1.16M | $0 | 0.00% | Aug 14, 2026 |
| First Trust Advisors LP | Added 10.20% | +$990K | $10.7M | 0.01% | Aug 11, 2026 |
| Numerai GP LLC | Added 62.61% | +$930K | $2.42M | 0.20% | Aug 14, 2026 |
| Graham Capital Management, L.P. | Reduce 37.43% | -$900K | $1.51M | 0.03% | Aug 14, 2026 |
| iSAM Funds (UK) Ltd | New Buy | +$886K | $886K | 0.63% | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 31.98% | +$879K | $3.63M | 0.00% | Aug 13, 2026 |
| Whittier Trust Co of Nevada Inc | Added 15257.97% | +$713K | $718K | 0.01% | Jul 28, 2026 |
| CANADA LIFE ASSURANCE Co | Added 27.22% | +$696K | $3.25M | 0.01% | Aug 13, 2026 |
| Odyssean, LLC | Added 167.98% | +$678K | $1.08M | 0.18% | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | New Buy | +$674K | $674K | 0.01% | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | New Buy | +$654K | $654K | 0.02% | Jul 8, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 26.27% | -$649K | $1.82M | 0.01% | Aug 4, 2026 |
| Bessemer Group Inc | Added 1.73% | +$573K | $33.6M | 0.05% | Aug 12, 2026 |
| Thrivent Financial for Lutherans | Added 29.43% | +$564K | $2.48M | 0.00% | Aug 14, 2026 |
| Basso Capital Management, L.P. | New Buy | +$478K | $478K | 0.10% | Jul 27, 2026 |
| Evergreen Capital Management LLC | New Buy | +$453K | $453K | 0.01% | Jul 23, 2026 |
| Natixis Advisors, LLC | Added 47.25% | +$444K | $1.38M | 0.00% | Aug 14, 2026 |
| First Manhattan Co. LLC. | New Buy | +$432K | $432K | 0.00% | Aug 14, 2026 |
| Picton Mahoney Asset Management | Reduce 99.42% | -$429K | $2.5K | 0.00% | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | Added 28.07% | +$424K | $1.94M | 0.02% | Aug 12, 2026 |
| Elo Mutual Pension Insurance Co | Reduce 25.50% | -$400K | $1.17M | 0.02% | Aug 13, 2026 |
| Wbi Investments, LLC | Sell 100% | -$396K | $0 | 0.00% | Aug 11, 2026 |
| Destination Wealth Management | New Buy | +$362K | $362K | 0.01% | Aug 14, 2026 |
| Sand Hill Global Advisors, LLC | New Buy | +$361K | $361K | 0.01% | Aug 11, 2026 |
| Bluespring Wealth Management, LLC | New Buy | +$360K | $360K | 0.01% | Aug 11, 2026 |
| Vise Technologies, Inc. | New Buy | +$340K | $340K | 0.00% | Aug 11, 2026 |
| Caprock Group, LLC | New Buy | +$309K | $309K | 0.01% | Jul 27, 2026 |
| Revolve Wealth Partners, LLC | New Buy | +$303K | $303K | 0.03% | Jul 9, 2026 |
| Choreo, LLC | New Buy | +$290K | $290K | 0.00% | Aug 4, 2026 |
| Bernzott Capital Advisors | Added 3.06% | +$286K | $9.65M | 3.86% | Jul 21, 2026 |
| DNB Asset Management AS | New Buy | +$222K | $222K | 0.00% | Aug 11, 2026 |
| Knightsbridge Asset Management, LLC | New Buy | +$221K | $221K | 0.02% | Aug 13, 2026 |
| Eurizon Capital SGR S.p.A. | New Buy | +$214K | $214K | 0.00% | Jul 29, 2026 |
| Swiss Life Asset Management Ltd | New Buy | +$213K | $213K | 0.00% | Jul 29, 2026 |
| Vanguard Investments Australia, Ltd. | Added 31.16% | +$211K | $888K | 0.00% | Aug 13, 2026 |
| Keybank National Association | New Buy | +$210K | $210K | 0.00% | Jul 28, 2026 |
| NorthCrest Asset Manangement, LLC | New Buy | +$208K | $208K | 0.01% | Jul 15, 2026 |
| Yousif Capital Management, LLC | Added 27.10% | +$208K | $976K | 0.01% | Jul 16, 2026 |
| Susquehanna Fundamental Investments, LLC | New Buy | +$203K | $203K | 0.00% | Aug 14, 2026 |
| Oregon Public Employees Retirement Fund | Added 30.35% | +$200K | $857K | 0.01% | Jul 29, 2026 |
| Rafferty Asset Management, LLC | Reduce 6.07% | -$192K | $2.97M | 0.01% | Aug 14, 2026 |
| Teachers Retirement System of the State of Kentucky | Added 26.12% | +$192K | $926K | 0.01% | Aug 12, 2026 |
| KLP Kapitalforvaltning As | Added 28.41% | +$183K | $828K | 0.00% | Aug 12, 2026 |
| Public Employees Retirement Association of Colorado | Added 42.08% | +$181K | $611K | 0.00% | Aug 11, 2026 |
| LifeSteps Financial, Inc. | New Buy | +$169K | $169K | 0.08% | Jul 17, 2026 |
| PMC FIG Opportunities LLC | Reduce 3.21% | -$166K | $5M | 7.98% | Aug 14, 2026 |
| Pictet Asset Management Holding SA | Added 29.93% | +$144K | $625K | 0.00% | Jul 30, 2026 |
| State of Alaska, Department of Revenue | Reduce 8.77% | -$136K | $1.42M | 0.01% | Jul 20, 2026 |
| GTS Securities LLC | Reduce 40.46% | -$136K | $200K | 0.00% | Aug 14, 2026 |
| Maryland State Retirement & Pension System | Added 32.04% | +$134K | $553K | 0.01% | Jul 30, 2026 |
| Xponance LLC | Added 38.57% | +$107K | $386K | 0.00% | Aug 10, 2026 |
| Vident Advisory, LLC | Reduce 20.55% | -$107K | $413K | 0.00% | Aug 12, 2026 |
| CIBC Asset Management Inc | Added 26.50% | +$75.1K | $359K | 0.00% | Aug 3, 2026 |
| PFS Partners, LLC | New Buy | +$70.7K | $70.7K | 0.03% | Jul 20, 2026 |
| QRG Capital Management, Inc. | Added 16.91% | +$40K | $277K | 0.00% | Jul 14, 2026 |
| D.A. Davidson & Co. | Added 3.48% | +$37.2K | $1.11M | 0.01% | Jul 24, 2026 |
| Quantum Portfolio Management LLC | New Buy | +$30.5K | $30.5K | 0.01% | Aug 14, 2026 |
| Nomura Asset Management Co Ltd | Reduce 54.94% | -$20.1K | $16.5K | 0.00% | Aug 13, 2026 |
| Curi Capital, LLC | Added 6.38% | +$18.3K | $305K | 0.00% | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | Reduce 4.30% | -$15.4K | $343K | 0.00% | Jul 17, 2026 |
| Bolthouse Investments, LLC | Added 0.99% | +$13.4K | $1.37M | 1.11% | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 7.51% | +$13.1K | $188K | 0.02% | Aug 7, 2026 |
| Napier Financial, LLC | New Buy | +$13K | $13K | 0.00% | Jul 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 17.82% | +$13K | $85.7K | 0.00% | Aug 13, 2026 |
| Profund Advisors LLC | Added 4.61% | +$12.7K | $287K | 0.01% | Aug 11, 2026 |
| Mgo One Seven LLC | Added 2.42% | +$8.68K | $367K | 0.01% | Jul 31, 2026 |
| Silver Grove Financial Group, Inc. | New Buy | +$8.61K | $8.61K | 0.00% | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | Added 35.58% | +$7.01K | $26.7K | 0.00% | Aug 14, 2026 |
| Soltis Investment Advisors LLC | Reduce 2.95% | -$6.83K | $225K | 0.01% | Jul 31, 2026 |
| Huntington National Bank | Added 82.90% | +$5.8K | $12.8K | 0.00% | Aug 13, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$5.66K | $0 | 0.00% | Aug 13, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$3.62K | $0 | 0.00% | Jul 20, 2026 |
| Versant Capital Management, Inc | Added 8.14% | +$2.77K | $36.8K | 0.00% | Jul 2, 2026 |
| Fiduciary Financial Advisors | New Buy | +$2.41K | $2.41K | 0.00% | Aug 14, 2026 |
| Wall Street Financial Group, Inc. | Sell 100% | -$2.08K | $0 | 0.00% | Jul 14, 2026 |
| Manning & Napier Advisors LLC | New Buy | +$1.79K | $1.79K | 0.00% | Aug 14, 2026 |
| UMB Bank, n.a. | Added 3.66% | +$1.33K | $37.7K | 0.00% | Aug 13, 2026 |
| Horizon Investments, LLC | Reduce 50.00% | -$1.21K | $1.21K | 0.00% | Aug 13, 2026 |
| Mather Group, LLC. | Added 7.13% | +$1.13K | $16.9K | 0.00% | Jul 27, 2026 |