Position in CVBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$777,975
+$109,020 QoQ
Shares Held
34,500
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#135
of 323 holders
Holding Since
Mar 2020
26 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, 2026Apriem Advisors holds $1,010,014 across 2 Banks - Regional names. CVBF ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVBF |
Cvb Financial Corp
This page
|
34,500 | $777,975 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
4,018 | $232,039 |
All Filings in CVBF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,975 | 34,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $668,955 | 34,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $641,700 | 34,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $652,395 | 34,500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $682,755 | 34,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $636,870 | 34,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $738,645 | 34,500 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $614,790 | 34,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $594,780 | 34,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $615,480 | 34,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $696,555 | 34,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $571,665 | 34,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $458,160 | 34,500 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $575,460 | 34,500 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $862,625 | 33,500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $848,220 | 33,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $756,705 | 30,500 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $707,905 | 30,500 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $653,005 | 30,500 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $621,285 | 30,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $643,416 | 31,249 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $690,290 | 31,249 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $609,355 | 31,249 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $519,670 | 31,249 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $613,716 | 32,749 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $811,243 | 40,461 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||