Filing Research | CVBF - CVB FINL CORP Institutional Holdings

Snapshot holdings

50 / 56 loaded

#		Instrument	quantity
1	BERNZOTT CAPITAL ADVISORS	Shares	428.1KSH	$9.7M
2	Mirae Asset Global Investments Co., Ltd.	Shares	140.1KSH	$3.2M
3	Louisiana State Employees Retirement System	Shares	73.5KSH	$1.7M
4	Mason & Associates Inc	Shares	66.0KSH	$1.5M
5	Police & Firemen's Retirement System of New Jersey	Shares	50.5KSH	$1.1M
6	D.A. DAVIDSON & CO.	Shares	49.0KSH	$1.1M
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	43.3KSH	$976.1K
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	39.8KSH	$896.4K
9	Hennion & Walsh Asset Management, Inc.	Shares	29.0KSH	$653.9K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	36.5KSH	$611.9K
11	Y-Intercept (Hong Kong) Ltd	Shares	25.9KSH	$583.4K
12	LAZARI CAPITAL MANAGEMENT, INC.	Shares	24.4KSH	$549.7K
13	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	20.1KSH	$453.3K
14	Merit Financial Group, LLC	Shares	19.1KSH	$430.5K
15	Sequoia Financial Advisors, LLC	Shares	15.2KSH	$343.2K
16	KWB Wealth	Shares	14.0KSH	$316.8K
17	Revolve Wealth Partners, LLC	Shares	13.4KSH	$302.7K
18	QRG CAPITAL MANAGEMENT, INC.	Shares	12.3KSH	$276.8K
19	FORONJY FINANCIAL LLC	Shares	12.0KSH	$269.5K
20	HCR Wealth Advisors	Shares	10.0KSH	$225.5K
21	GAMMA Investing LLC	Shares	9.5KSH	$214.7K
22	Crossmark Global Holdings, Inc.	Shares	9.5KSH	$214.4K
23	NorthCrest Asset Manangement, LLC	Shares	9.3KSH	$208.2K
24	Palouse Capital Management, Inc.	Shares	8.0KSH	$180.3K
25	LifeSteps Financial, Inc.	Shares	7.5KSH	$169.1K
26	SIGNATUREFD, LLC	Shares	3.6KSH	$81.4K
27	PFS Partners, LLC	Shares	3.1KSH	$70.7K
28	Farther Finance Advisors, LLC	Shares	1.7KSH	$38.3K
29	Versant Capital Management, Inc	Shares	1.6KSH	$36.8K
30	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$35.9K
31	MassMutual Private Wealth & Trust, FSB	Shares	1.4KSH	$31.2K
32	Blue Trust, Inc.	Shares	1.1KSH	$24.5K
33	SJS Investment Consulting Inc.	Shares	778SH	$17.5K
34	Ares Financial Consulting, LLC	Shares	434SH	$9.8K
35	LRI Investments, LLC	Shares	312SH	$7.0K
36	IFP Advisors, Inc	Shares	280SH	$6.3K
37	Physician Wealth Advisors, Inc.	Shares	230SH	$5.2K
38	SBI Securities Co., Ltd.	Shares	135SH	$3.0K
39	JFS WEALTH ADVISORS, LLC	Shares	129SH	$2.9K
40	Fortitude Family Office, LLC	Shares	118SH	$2.7K
41	FARMERS & MERCHANTS INVESTMENTS INC	Shares	72SH	$1.6K
42	True Wealth Design, LLC	Shares	63SH	$1.4K
43	State of Alaska, Department of Revenue	Shares	62.9KSH	$1.4K
44	AMALGAMATED BANK	Shares	45.1KSH	$1.0K
45	Creative Capital Management Investments LLC	Shares	45SH	$1.0K
46	Retirement Wealth Solutions LLC	Shares	44SH	$993
47	Handelsbanken Fonder AB	Shares	33.0KSH	$744
48	DiNuzzo Private Wealth, Inc.	Shares	31SH	$700
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	30.0KSH	$676
50	FINANCIAL CONSULATE, INC	Shares	29SH	$654

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Manager changes2026-06-30 vs 2026-03-31

50 / 58 loaded

#		Instrument
1	BERNZOTT CAPITAL ADVISORS added	Shares	+12.7K	+$1.6M	$9.7M
2	Mirae Asset Global Investments Co., Ltd. added	Shares	+50.9K	+$1.4M	$3.2M
3	Hennion & Walsh Asset Management, Inc. new	Shares	+29.0K	+$653.9K	$653.9K
4	Y-Intercept (Hong Kong) Ltd new	Shares	+25.9K	+$583.4K	$583.4K
5	Louisiana State Employees Retirement System added	Shares	+17.0K	+$561.9K	$1.7M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+15.5K	+$460.4K	$1.1M
7	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+20.1K	+$453.3K	$453.3K
8	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+9.2K	+$315.7K	$976.1K
9	Revolve Wealth Partners, LLC new	Shares	+13.4K	+$302.7K	$302.7K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+8.2K	+$285.4K	$896.4K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.1K	+$250.4K	$611.9K
12	Merit Financial Group, LLC added	Shares	+9.0K	+$235.3K	$430.5K
13	Mason & Associates Inc unchanged	Shares	0	+$228.5K	$1.5M
14	Crossmark Global Holdings, Inc. new	Shares	+9.5K	+$214.4K	$214.4K
15	NorthCrest Asset Manangement, LLC new	Shares	+9.3K	+$208.2K	$208.2K
16	D.A. DAVIDSON & CO. added	Shares	+1.6K	+$186.9K	$1.1M
17	LifeSteps Financial, Inc. new	Shares	+7.5K	+$169.1K	$169.1K
18	GAMMA Investing LLC added	Shares	+2.9K	+$87.1K	$214.7K
19	LAZARI CAPITAL MANAGEMENT, INC. unchanged	Shares	0	+$77.0K	$549.7K
20	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.8K	+$73.2K	$276.8K
21	SIGNATUREFD, LLC added	Shares	+3.1K	+$71.8K	$81.4K
22	PFS Partners, LLC new	Shares	+3.1K	+$70.7K	$70.7K
23	KWB Wealth unchanged	Shares	0	+$55.5K	$316.8K
24	FORONJY FINANCIAL LLC unchanged	Shares	0	+$37.8K	$269.5K
25	Sequoia Financial Advisors, LLC trimmed	Shares	-684	+$34.8K	$343.2K
26	HCR Wealth Advisors unchanged	Shares	0	+$31.6K	$225.5K
27	Palouse Capital Management, Inc. unchanged	Shares	0	+$25.3K	$180.3K
28	SJS Investment Consulting Inc. added	Shares	+752	+$17.0K	$17.5K
29	Farther Finance Advisors, LLC added	Shares	+538	+$15.6K	$38.3K
30	Versant Capital Management, Inc added	Shares	+123	+$7.5K	$36.8K
31	IFP Advisors, Inc added	Shares	+190	+$4.6K	$6.3K
32	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$4.4K	$31.2K
33	Blue Trust, Inc. trimmed	Shares	-17	+$3.1K	$24.5K
34	Physician Wealth Advisors, Inc. added	Shares	+122	+$3.1K	$5.2K
35	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.3K	$9.8K
36	LRI Investments, LLC added	Shares	+9	+$1.2K	$7.0K
37	JFS WEALTH ADVISORS, LLC added	Shares	+33	+$1.0K	$2.9K
38	Creative Capital Management Investments LLC new	Shares	+45	+$1.0K	$1.0K
39	True Wealth Design, LLC added	Shares	+40	+$975	$1.4K
40	SBI Securities Co., Ltd. added	Shares	+24	+$892	$3.0K
41	FINANCIAL CONSULATE, INC new	Shares	+29	+$654	$654
42	Fortitude Family Office, LLC unchanged	Shares	0	+$373	$2.7K
43	AMALGAMATED BANK added	Shares	+8.3K	+$304	$1.0K
44	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$228	$1.6K
45	Davis Capital Management new	Shares	+9	+$203	$203
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.4K	+$122	$676
47	Handelsbanken Fonder AB unchanged	Shares	0	+$104	$744
48	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$98	$700
49	State of Alaska, Department of Revenue trimmed	Shares	-6.0K	+$81	$1.4K
50	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$73	$519

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