Position in CVBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,727,952
+$2,454,997 QoQ
Shares Held
342,703
+26.0% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 323 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in CVBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. CVBF ranks #77 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp De
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in CVBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,727,952 | 342,703 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,272,955 | 271,942 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,533,824 | 243,754 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,963,364 | 262,473 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,528,336 | 279,350 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,489,431 | 297,369 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,717,323 | 313,747 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,047,608 | 339,372 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,539,286 | 379,309 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,261,681 | 407,045 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,446,981 | 467,904 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,180,111 | 493,670 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,504,450 | 489,793 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,779,167 | 526,329 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $13,858,031 | 538,176 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,881,538 | 548,244 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,963,704 | 603,132 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $14,433,880 | 621,882 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,458,200 | 581,887 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,031,495 | 541,556 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,535,629 | 560,254 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $12,649,794 | 572,648 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,647,429 | 546,022 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $9,460,873 | 568,904 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $11,441,725 | 610,551 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $13,234,724 | 660,086 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||