Position in CVBF
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$998,965
+$139,988 QoQ
Shares Held
44,300
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#122
of 321 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $1,756,381 across 4 Banks - Regional names. CVBF ranks #1 (56.9% of the industry book) .
All Filings in CVBF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,965 | 44,300 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $858,977 | 44,300 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $823,980 | 44,300 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $837,713 | 44,300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $876,697 | 44,300 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,059,973 | 57,420 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,229,362 | 57,420 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,027,216 | 57,644 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $989,920 | 57,420 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,024,372 | 57,420 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,159,309 | 57,420 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $951,449 | 57,420 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $762,537 | 57,420 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $235,521 | 14,120 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||