Position in CVBF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,489,202
+$208,687 QoQ
Shares Held
66,040
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#5
of 77 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Mason & Associates Inc holds $2,127,842 across 3 Banks - Regional names. CVBF ranks #1 (70.0% of the industry book) .
All Filings in CVBF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,202 | 66,040 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,280,515 | 66,040 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,228,344 | 66,040 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,248,816 | 66,040 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,306,931 | 66,040 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,219,098 | 66,040 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,413,916 | 66,040 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,558,002 | 87,430 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,507,293 | 87,430 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,559,751 | 87,430 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,765,211 | 87,430 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,448,715 | 87,430 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,161,070 | 87,430 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,458,332 | 87,430 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,251,322 | 87,430 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,254,872 | 89,055 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,209,454 | 89,055 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,066,966 | 89,055 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,906,667 | 89,055 | Shares | Sole | 2022-03-18 | |
| No filing history on record for this holder in this stock. | ||||||