Position in CVBF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,010,512
New position
Shares Held
89,158
first reported quarter
Ownership
0.051%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#88
of 321 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 99%
Shared 0%
None 1%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $7,540,988 across 6 Banks - Regional names. CVBF ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,963 | $2,206,868 | |
| 2 | CVBF |
Cvb Financial Corp
This page
|
89,158 | $2,010,512 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
25,489 | $1,786,013 | |
| 4 | NU |
Nu Holdings Ltd.
|
64,015 | $855,240 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
9,434 | $432,360 | |
| 6 | RF |
Regions Financial Corp
|
8,278 | $249,995 |
All Filings in CVBF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,010,512 | 89,158 | Shares | Defined | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||