Position in CVBF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,653,406
+$1,599,014 QoQ
Shares Held
428,089
+3.1% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
5.29%
of 13F equity value
Holder Rank
#1
of 69 holders
Holding Since
Mar 2026
2 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, 2026Bernzott Capital Advisors holds $9,653,406 across 1 Banks - Regional name. CVBF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVBF |
Cvb Financial Corp
This page
|
428,089 | $9,653,406 |
All Filings in CVBF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,653,406 | 428,089 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,054,392 | 415,389 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||