Position in CVBF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$226,663,126
+$79,041,494 QoQ
Shares Held
10,051,580
+32.0% QoQ
Ownership
5.71%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#4
of 323 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 4%
None 2%
Common Shares in CVBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. CVBF ranks #45 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in CVBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,663,126 | 10,051,580 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $147,621,632 | 7,613,287 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $135,444,827 | 7,281,980 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $134,450,268 | 7,110,009 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $137,796,739 | 6,962,948 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $124,754,062 | 6,758,075 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $136,112,038 | 6,357,405 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $110,394,594 | 6,194,983 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $97,400,670 | 5,649,691 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $86,229,905 | 4,833,515 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $86,616,207 | 4,290,055 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $61,228,700 | 3,695,154 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $45,360,546 | 3,415,704 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $62,273,260 | 3,733,409 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $90,658,924 | 3,520,735 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $89,867,969 | 3,549,288 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $86,412,234 | 3,482,960 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $74,664,922 | 3,216,929 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $67,322,760 | 3,144,454 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $64,712,088 | 3,176,833 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $67,005,233 | 3,254,261 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $71,894,401 | 3,254,613 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $63,812,619 | 3,272,442 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $53,644,854 | 3,225,788 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $60,853,539 | 3,247,254 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $69,432,588 | 3,462,972 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||