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CVBF · Cvb Financial Corp · Held by Funds

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$22.58 -0.17 (-0.75%) At close · Oct 30 Q3 2026 earnings call transcript
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$3.97B
Shares
176.00M
Volume · Oct 30 975.42K Avg daily vol (3M) 1.28M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of CVBF by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 30.86% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.58% 8,060,265
Index ETFs 26.28% 46,250,025
Active ETFs 1.98% 3,483,323
Active funds 11.90% 20,935,770
Unclassified 0.50% 875,949
All registered funds 45.23% 79,605,332
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding CVBF

302 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 10,083,498 $227,382,880 0.20%
VANGUARD TOTAL STOCK MARKET INDEX FUND 5,326,625 $120,115,394 0.01%
Schwab U.S. Dividend Equity ETF 4,589,073 $101,739,748 0.09%
iShares Russell 2000 ETF 4,201,191 $94,736,857 0.11%
VANGUARD SMALL-CAP INDEX FUND 3,847,881 $86,769,717 0.05%
VANGUARD SMALL-CAP VALUE INDEX FUND 2,435,319 $54,916,443 0.08%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 2,318,741 $52,287,598 1.10%
U.S. SMALL CAP VALUE PORTFOLIO 2,152,155 $48,143,707 0.25%
VANGUARD EXTENDED MARKET INDEX FUND 1,921,362 $43,326,713 0.04%
Fidelity Small Cap Index Fund 1,874,470 $41,931,894 0.12%
Undiscovered Managers Behavioral Value Fund 1,620,137 $36,534,089 0.40%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 1,531,953 $34,545,540 0.20%
Bridge Builder Small/Mid Cap Value Fund 1,522,357 $34,329,150 0.33%
iShares Russell 2000 Value ETF 1,462,917 $32,988,778 0.23%
iShares S&P Small-Cap 600 Value ETF 1,441,766 $32,511,823 0.41%
Fidelity Stock Selector Small Cap Fund 1,403,400 $31,394,058 0.43%
U.S. Targeted Value Portfolio 1,195,175 $26,736,065 0.16%
MFS New Discovery Value Fund 1,184,854 $26,268,213 1.15%
Dimensional U.S. Targeted Value ETF 1,076,758 $24,087,076 0.17%
VANGUARD RUSSELL 2000 INDEX FUND 981,764 $21,765,708 0.12%
Fidelity Series Small Cap Opportunities Fund 896,400 $20,052,468 0.42%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 872,329 $19,671,019 0.41%
Fidelity Advisor Small Cap Fund 884,800 $19,616,016 0.83%
Dimensional US Small Cap Value ETF 849,877 $19,011,748 0.23%
U.S. SMALL CAP PORTFOLIO 821,938 $18,386,753 0.09%
Fidelity Extended Market Index Fund 826,810 $18,330,378 0.05%
VANGUARD TAX-MANAGED SMALL-CAP FUND 802,485 $18,096,037 0.16%
Schwab U.S. Small-Cap ETF 798,203 $17,696,161 0.08%
Old Westbury Small & Mid Cap Strategies Fund 740,570 $16,566,551 0.18%
Fidelity Small Cap Stock Fund 720,894 $16,126,399 1.20%
Fidelity Series Small Cap Core Fund 682,200 $15,260,814 0.97%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 668,911 $14,963,539 0.02%
State Street(R) SPDR(R) S&P(R) Bank ETF 661,406 $14,914,705 1.01%
Dimensional U.S. Small Cap ETF 653,586 $14,620,719 0.10%
Regional Bank Fund 615,297 $13,764,194 1.43%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 603,184 $13,372,589 0.21%
John Hancock Financial Opportunities Fund 556,674 $12,552,999 1.56%
Victory Integrity Small-Cap Value Fund 552,300 $12,454,365 1.08%
U.S. MICRO CAP PORTFOLIO 533,987 $11,945,289 0.15%
Schwab Fundamental U.S. Small Company ETF 441,404 $9,785,927 0.11%
Dimensional U.S. Core Equity 2 ETF 436,691 $9,768,778 0.02%
Schwab Small-Cap Index Fund 415,154 $9,286,995 0.12%
WisdomTree U.S. SmallCap Dividend Fund 410,323 $9,252,784 0.42%
U.S. CORE EQUITY 2 PORTFOLIO 404,511 $9,048,911 0.02%
Avantis U.S. Small Cap Equity ETF 390,110 $8,648,739 0.28%
VANGUARD EXPLORER VALUE FUND 389,636 $8,638,230 0.61%
Victory Market Neutral Income Fund 380,073 $8,570,646 0.26%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 358,820 $7,955,039 0.40%
Fidelity Total Market Index Fund 315,210 $6,988,206 0.00%
Master Small Cap Index Series 288,117 $6,497,038 0.11%
Showing 1–50 of 302 positions
Key facts CIK 354647 CUSIP 126600105 13F (30d) 95 filings 84 filers Visit website Investor relations