CVB Financial Corp.
US ˙ NasdaqGS ˙ US1266001056

SecurityCVBF / CVB Financial Corp.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership90 shares
Latest Disclosed Value $ 1,745
IFP Advisors, Inc reports 10.00% decrease in ownership of CVBF / CVB Financial Corp.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 90 shares of CVB Financial Corp. (US:CVBF) valued at $1,745 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 100 shares of CVB Financial Corp.. This represents a change in shares of -10.00% during the quarter. The current value of the position is $1,840 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)
2026-04-13 2026-03-31 13F CVB FINL cs 126600105 90 -10 -10.00 2 0.00 0.0000
2026-02-06 2025-12-31 13F CVB FINL cs 126600105 100 3 3.09 2 0.00 0.0000
2026-02-06 2025-09-30 13F/A-1 CVB FINL cs 126600105 97 48 97.96 2 -50.00 0.0000
2025-12-02 2025-09-30 13F CVB FINL cs 126600105 0 -49 6 0.0002
2025-07-24 2025-06-30 13F CVB FINL cs 126600105 49 45 1,125.00 3 0.0001
2025-05-05 2025-03-31 13F CVB FINL cs 126600105 4 0 0.00 0 0.0000
2025-02-04 2024-12-31 13F CVB FINL cs 126600105 4 4 0 0.0000
2021-07-13 2021-06-30 13F CVB FINL CORP COM Stock 126600105 0 0 0 0.0000
2021-04-30 2021-03-31 13F CVB FINL CORP COM Stock 126600105 0 0 0 0.0000
2021-01-25 2020-12-31 13F CVB FINL CORP COM Stock 126600105 0 0 0 0.0000
2020-10-29 2020-09-30 13F CVB FINL CORP COM Stock 126600105 0 0 0 0.0000
2020-08-05 2020-06-30 13F CVB FINL CORP COM Stock 126600105 0 0 0 0.0000
2020-05-12 2020-03-31 13F CVB FINL CORP COM Stock 126600105 0 0 0 0.0000
2020-01-17 2019-12-31 13F CVB FINL CORP COM Stock 126600105 0 0 0 0.0000
2019-11-07 2019-09-30 13F CVB FINL CORP COM Stock 126600105 0 -790 -100.00 0 -100.00
2019-05-15 2019-03-31 13F C V B FINANCIAL Stock 126600105 790 0 0.00 17 6.25 0.0023
2019-06-03 2018-12-31 13F/A-10 CVB FINANCIAL CP Stock 126600105 790 -430 -35.25 16 -40.74 0.0010
2019-01-23 2018-12-31 13F CVB FINANCIAL CP Stock 126600105 790 -430 16 0.0010
2019-06-03 2018-09-30 13F/A-9 CVB FINANCIAL CP Stock 126600105 1,220 0 0.00 27 0.00 0.0011
2018-10-25 2018-09-30 13F CVB FINANCIAL CP Stock 126600105 1,220 0 27 0.0011
2019-06-03 2018-06-30 13F/A-8 CVB FINANCIAL CP Stock 126600105 1,220 0 0.00 27 -6.90 0.0011
2018-08-07 2018-06-30 13F CVB FINANCIAL CP Stock 126600105 1,220 0 27
2019-06-03 2018-03-31 13F/A-7 CVB FINL CORP COM Stock 126600105 1,220 0 0.00 29 0.00 0.0013
2018-05-09 2018-03-31 13F CVB FINANCIAL CP Stock 126600105 1,220 0 28
2019-06-03 2017-12-31 13F/A-6 CVB FINL CORP COM Stock 126600105 1,220 -53,062 -97.75 29 -97.79 0.0013
2018-01-24 2017-12-31 13F CVB FINL CORP COM Stock 126600105 1,220 -53,062 29
2017-10-30 2017-09-30 13F CVB FINL CORP COM Stock 126600105 54,282 -1,977 -3.51 1,312 3.96 0.0521
2019-06-03 2017-06-30 13F/A-5 CVB FINL CORP COM Stock 126600105 56,259 -2,000 -3.43 1,262 -1.94 0.0535
2017-07-31 2017-06-30 13F CVB FINL CORP COM Stock 126600105 56,259 -2,000 1,262
2019-06-03 2017-03-31 13F/A-4 CVB FINL CORP COM Stock 126600105 58,259 -2,000 -3.32 1,287 -6.87 0.0561
2017-04-26 2017-03-31 13F CVB FINL CORP COM Stock 126600105 58,259 -2,000 1,287
2019-06-03 2016-12-31 13F/A-3 CVB FINL CORP COM Stock 126600105 60,259 -1,214 -1.97 1,382 27.61 0.0667
2017-02-14 2016-12-31 13F CVB FINL CORP COM Stock 126600105 60,259 -1,214 1,382
2016-11-04 2016-09-30 13F CVB FINL CORP COM Stock 126600105 61,473 -25,078 -28.97 1,083 -23.68 0.0563
2019-06-03 2016-06-30 13F/A-2 CVB FINL CORP COM Stock 126600105 86,551 85,761 10,855.82 1,419 8,247.06 0.0792
2016-08-22 2016-06-30 13F CVB FINL CORP COM Stock 126600105 86,551 85,761 1,419
2019-06-03 2016-03-31 13F/A-1 C V B FINANCIAL Stock 126600105 790 -88,440 -99.11 17 -98.87 0.0023
2016-05-02 2016-03-31 13F CVB FINL CORP COM Stock 126600105 89,620 390 1,564
2016-02-11 2015-12-31 13F CVB FINL CORP COM Stock 126600105 89,230 89,230 1,510 0.1014
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.