Position in CVBF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,254,746
+$68,011 QoQ
Shares Held
64,711
+1.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CVBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $489,898,903 across 118 Banks - Regional names. CVBF ranks #49 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
2,320,896 | $106,505,917 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
322,394 | $67,086,967 | |
| 3 | UMBF |
Umb Financial Corp
|
446,393 | $50,348,666 | |
| 4 | TFC |
Truist Financial Corp
|
721,661 | $33,174,756 | |
| 5 | USB |
US Bancorp De
|
404,649 | $21,045,794 | |
| 6 | FSBC |
Five Star Bancorp
|
466,980 | $17,614,485 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
186,501 | $11,184,464 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
184,540 | $10,633,194 |
All Filings in CVBF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,254,746 | 64,711 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,186,735 | 63,803 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,188,644 | 62,858 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,277,820 | 64,569 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,182,935 | 64,081 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,547,985 | 72,302 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,280,331 | 71,848 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,057,329 | 61,330 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,085,278 | 60,834 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,810,679 | 89,682 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,269,013 | 76,585 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $914,381 | 68,854 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,093,007 | 65,528 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,678,050 | 65,167 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,643,141 | 64,895 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,581,711 | 63,753 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $150,725 | 6,494 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $101,825 | 4,756 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $99,222 | 4,871 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $95,619 | 4,644 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $98,388 | 4,454 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,972 | 255 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||