Position in CVBF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$169,125
-$1,080,674 QoQ
Shares Held
7,500
-89.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#228
of 321 holders
Holding Since
Dec 2022
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, 2026LifeSteps Financial, Inc. holds $3,532,128 across 17 Banks - Regional names. CVBF ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
50,374 | $3,042,589 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
6,000 | $260,250 | |
| 3 | CVBF |
Cvb Financial Corp
This page
|
7,500 | $169,125 | |
| 4 | FITB |
Fifth Third Bancorp
|
198 | $11,161 | |
| 5 | SHBI |
Shore Bancshares Inc
|
459 | $10,534 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
158 | $7,241 | |
| 7 | TBBK |
Bancorp, Inc.
|
85 | $5,324 | |
| 8 | TFC |
Truist Financial Corp
|
85 | $4,234 |
All Filings in CVBF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,125 | 7,500 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $1,249,799 | 70,056 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,414,430 | 70,056 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,160,827 | 70,056 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,581,063 | 119,056 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,436,214 | 146,056 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,332,926 | 168,269 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||