Position in CVBF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,493,539
-$322,160 QoQ
Shares Held
747,475
-6.2% QoQ
Ownership
0.424%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVBF Over Time
Shares Held
Position Value (USD)
Derivatives in CVBF
reported options exposure · as of Mar 31, 2025CallValue
$11,076
CallShares
600
PutValue
$142,142
PutShares
7,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CITADEL ADVISORS LLC holds $3,507,675,275 across 252 Banks - Regional names. CVBF ranks #42 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
6,558,956 | $341,131,300 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,263,185 | $281,090,755 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
3,886,355 | $233,064,709 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
967,467 | $201,320,207 | |
| 5 | FHN |
First Horizon Corp
|
6,937,961 | $157,907,992 | |
| 6 | TFC |
Truist Financial Corp
|
3,076,140 | $141,410,155 | |
| 7 | UMBF |
Umb Financial Corp
|
1,068,582 | $120,525,363 | |
| 8 | BPOP |
Popular, Inc.
|
802,618 | $107,687,257 |
All Filings in CVBF
Export CSV
42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,493,539 | 747,475 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,815,699 | 796,543 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,313,786 | 228,122 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $467,044 | 23,600 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $142,142 | 7,700 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $319,431 | 17,304 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $11,076 | 600 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $17,128 | 800 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $12,846 | 600 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $6,722,525 | 313,990 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,740,038 | 153,762 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $14,256 | 800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $130,086 | 7,300 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $44,824 | 2,600 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $48,272 | 2,800 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $10,149,135 | 588,697 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $110,608 | 6,200 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $214,080 | 12,000 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $481,894 | 27,012 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $76,722 | 3,800 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $10,072,286 | 498,875 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $14,133 | 700 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $16,570 | 1,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $17,161,449 | 1,035,694 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $281,690 | 17,000 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $4,180,317 | 314,783 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $128,816 | 9,700 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $212,480 | 16,000 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $9,082,693 | 544,526 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $98,412 | 5,900 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $283,560 | 17,000 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $1,430,515 | 55,554 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $12,875 | 500 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $1,279,039 | 50,515 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $855,026 | 34,463 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,402,834 | 60,441 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $310,551 | 14,505 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,922,369 | 241,648 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,699,836 | 179,691 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $1,690,206 | 101,636 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,189,053 | 63,450 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,942,598 | 296,389 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||