CVB Financial Corp.
US ˙ NasdaqGS ˙ US1266001056

SecurityCVBF / CVB Financial Corp.
InstitutionApriem Advisors
Latest Disclosed Ownership34,500 shares
Latest Disclosed Value $ 668,955
Apriem Advisors ownership in CVBF / CVB Financial Corp.

On May 14, 2026 - Apriem Advisors filed a 13F-HR form disclosing ownership of 34,500 shares of CVB Financial Corp. (US:CVBF) valued at $668,955 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 34,500 shares of CVB Financial Corp.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $685,860 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F CVB FINL COM 126600105 34,500 0 0.00 669 4.21 0.0638
2026-02-13 2025-12-31 13F CVB FINL COM 126600105 34,500 0 0.00 642 -1.69 0.0589
2025-11-10 2025-09-30 13F CVB FINL COM 126600105 34,500 0 0.00 652 -4.40 0.0617
2025-08-14 2025-06-30 13F CVB FINL COM 126600105 34,500 0 0.00 683 7.23 0.0726
2025-05-15 2025-03-31 13F CVB FINL COM 126600105 34,500 0 0.00 637 -13.82 0.0746
2025-02-05 2024-12-31 13F CVB FINL COM 126600105 34,500 0 0.00 739 20.20 0.0846
2024-11-14 2024-09-30 13F CVB FINL COM 126600105 34,500 0 0.00 615 3.37 0.0718
2024-08-14 2024-06-30 13F CVB FINL COM 126600105 34,500 0 0.00 595 -3.41 0.0728
2024-05-15 2024-03-31 13F CVB FINL COM 126600105 34,500 0 0.00 615 -11.64 0.0773
2024-02-14 2023-12-31 13F CVB FINL COM 126600105 34,500 0 0.00 697 21.89 0.0931
2023-11-13 2023-09-30 13F CVB FINL COM 126600105 34,500 0 0.00 572 24.67 0.0838
2023-08-08 2023-06-30 13F CVB FINL COM 126600105 34,500 0 0.00 458 -20.35 0.0687
2023-05-12 2023-03-31 13F CVB FINL COM 126600105 34,500 1,000 2.99 575 -33.29 0.0921
2023-02-13 2022-12-31 13F CVB FINL COM 126600105 33,500 0 0.00 863 1.65 0.1495
2022-11-14 2022-09-30 13F CVB FINL COM 126600105 33,500 3,000 9.84 848 12.02 0.1529
2022-08-08 2022-06-30 13F CVB FINL COM 126600105 30,500 0 0.00 757 6.92 0.1304
2022-05-10 2022-03-31 13F CVB FINL COM 126600105 30,500 0 0.00 708 8.42 0.1039
2022-02-09 2021-12-31 13F CVB FINL COM 126600105 30,500 0 0.00 653 5.15 0.0924
2021-11-12 2021-09-30 13F CVB FINL COM 126600105 30,500 -749 -2.40 621 -3.42 0.0891
2021-08-10 2021-06-30 13F CVB FINL COM 126600105 31,249 0 0.00 643 -6.81 0.0959
2021-05-10 2021-03-31 13F CVB FINL COM 126600105 31,249 0 0.00 690 13.30 0.1069
2021-02-04 2020-12-31 13F CVB FINL COM 126600105 31,249 0 0.00 609 17.12 0.1086
2020-11-10 2020-09-30 13F CVB FINL COM 126600105 31,249 -1,500 -4.58 520 -15.31 0.0954
2020-08-07 2020-06-30 13F CVB FINL COM 126600105 32,749 -7,712 -19.06 614 -24.29 0.1262
2020-05-07 2020-03-31 13F CVB FINL COM 126600105 40,461 -9,200 -18.53 811 -24.35 0.1965
2020-02-10 2019-12-31 13F CVB FINL COM 126600105 49,661 3,749 8.17 1,072 11.90 0.2055
2019-11-12 2019-09-30 13F CVB FINL COM 126600105 45,912 0 0.00 958 -0.83 0.2124
2019-08-14 2019-06-30 13F CVB FINL COM 126600105 45,912 0 0.00 966 0.00 0.3026
2019-05-15 2019-03-31 13F CVB FINL COM 126600105 45,912 -12,726 -21.70 966 -18.55 0.2557
2019-02-19 2018-12-31 13F CVB FINL COM 126600105 58,638 26,363 81.68 1,186 64.72 0.4171
2018-11-14 2018-09-30 13F C V B FINL cs 126600105 32,275 32,275 720 0.1576
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.