Position in CVBF
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,277,452
+$92,864 QoQ
Shares Held
117,455
+0.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
11.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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 Mar 31, 2026Momentous Wealth Management, Inc. holds $2,277,452 across 1 Banks - Regional name. CVBF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVBF |
Cvb Financial Corp
This page
|
117,455 | $2,277,452 |
All Filings in CVBF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,277,452 | 117,455 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,184,588 | 117,451 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $2,324,671 | 117,467 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,168,957 | 117,495 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||