Position in CVBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,288,262
-$191,059 QoQ
Shares Held
145,821
-18.7% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 323 holders
Holding Since
Mar 2020
26 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, 2026BARCLAYS PLC holds $2,575,847,317 across 303 Banks - Regional names. CVBF ranks #52 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
6,816,066 | $411,690,385 | |
| 2 | 4,776,825 | $365,044,964 | |||
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,044,455 | $257,165,707 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,993,274 | $168,730,853 | |
| 5 | TFC |
Truist Financial Corp
|
3,004,662 | $149,692,259 | |
| 6 | NU |
Nu Holdings Ltd.
|
9,918,501 | $132,511,172 | |
| 7 | KEY |
Keycorp /New/
|
5,121,717 | $118,055,574 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,227,228 | $85,991,864 |
All Filings in CVBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,288,262 | 145,821 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,479,321 | 179,439 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,517,381 | 242,870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,698,549 | 195,587 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $5,815,211 | 293,846 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $3,932,662 | 213,037 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $6,126,085 | 286,132 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $5,185,815 | 291,011 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $2,795,327 | 162,142 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $4,992,363 | 279,841 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $6,722,824 | 332,978 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $4,793,236 | 289,272 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $4,647,215 | 349,941 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $2,160,976 | 129,555 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $2,348,374 | 91,199 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $1,918,749 | 75,780 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,854,994 | 74,768 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,353,342 | 273,733 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,888,777 | 275,048 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,400,669 | 166,945 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,756,933 | 182,464 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,873,539 | 220,622 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,855,813 | 146,452 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,573,575 | 154,755 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,219,396 | 118,431 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,177,971 | 108,627 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||