Position in CVBF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,366,507
+$203,011 QoQ
Shares Held
60,599
+1.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#107
of 321 holders
Holding Since
Dec 2024
7 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, 2026Bolthouse Investments, LLC holds $20,414,221 across 2 Banks - Regional names. CVBF ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBK |
Trico Bancshares /
|
353,718 | $19,047,714 | |
| 2 | CVBF |
Cvb Financial Corp
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|
60,599 | $1,366,507 |
All Filings in CVBF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,366,507 | 60,599 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,163,496 | 60,005 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,104,523 | 59,383 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,110,886 | 58,746 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,151,481 | 58,185 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $1,061,893 | 57,524 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,219,898 | 56,978 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||