CVB Financial Corp.
US ˙ NasdaqGS ˙ US1266001056

SecurityCVBF / CVB Financial Corp.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership6,962,948 shares
Ownership 5.10%
Dimensional Fund Advisors Lp ownership in CVBF / CVB Financial Corp.

2025-07-15 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 6,962,948 shares of CVB Financial Corp. (US:CVBF). This represents 5.1 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-07-15 2025-07-15 13G 6,962,948 5.10

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-07 2026-03-31 13F CVB FINL COM 126600105 7,613,287 331,307 4.55 147,620 8.99 0.0066
2026-02-12 2025-12-31 13F CVB FINL COM 126600105 7,281,980 171,971 2.42 135,447 0.74 0.0284
2025-11-12 2025-09-30 13F CVB FINL COM 126600105 7,110,009 147,061 2.11 134,452 -2.43 0.0289
2025-08-12 2025-06-30 13F CVB FINL COM 126600105 6,962,948 204,873 3.03 137,796 10.46 0.0319
2025-05-13 2025-03-31 13F CVB FINL COM 126600105 6,758,075 400,670 6.30 124,752 -8.35 0.0310
2025-02-13 2024-12-31 13F CVB FINL COM 126600105 6,357,405 162,422 2.62 136,116 23.30 0.0327
2024-11-07 2024-09-30 13F CVB FINL COM 126600105 6,194,983 545,292 9.65 110,393 13.34 0.0268
2024-08-09 2024-06-30 13F CVB FINL COM 126600105 5,649,691 816,176 16.89 97,399 12.95 0.0254
2024-05-10 2024-03-31 13F CVB FINL COM 126600105 4,833,515 543,460 12.67 86,230 -0.45 0.0233
2024-02-07 2023-12-31 13F CVB FINL COM 126600105 4,290,055 594,901 16.10 86,619 41.47 0.0253
2023-11-09 2023-09-30 13F CVB FINL COM 126600105 3,695,154 279,450 8.18 61,228 34.97 0.0201
2023-08-09 2023-06-30 13F CVB FINL COM 126600105 3,415,704 -317,705 -8.51 45,363 -27.15 0.0145
2023-05-12 2023-03-31 13F CVB FINL COM 126600105 3,733,409 212,674 6.04 62,271 69,090.00 0.0210
2023-02-09 2022-12-31 13F CVB FINL COM 126600105 3,520,735 -28,553 -0.80 91 -99.90 0.0268
2022-11-10 2022-09-30 13F CVB FINL COM 126600105 3,549,288 66,328 1.90 89,870 4.00 0.0345
2022-08-12 2022-06-30 13F CVB FINL COM 126600105 3,482,960 266,031 8.27 86,411 15.73 0.0310
2022-05-13 2022-03-31 13F CVB FINL COM 126600105 3,216,929 72,475 2.30 74,666 10.91 0.0230
2022-02-09 2021-12-31 13F CVB FINL COM 126600105 3,144,454 -32,379 -1.02 67,322 4.03 0.0204
2021-11-12 2021-09-30 13F CVB FINL COM 126600105 3,176,833 -77,428 -2.38 64,714 -3.42 0.0208
2021-08-12 2021-06-30 13F CVB FINL COM 126600105 3,254,261 -352 -0.01 67,005 -6.93 0.0212
2021-05-14 2021-03-31 13F CVB FINL COM 126600105 3,254,613 -17,829 -0.54 71,995 12.82 0.0238
2021-03-08 2020-12-31 13F/A-2 CVB FINL COM 126600105 3,272,442 46,654 1.45 63,812 18.96 0.0230
2021-02-11 2020-12-31 13F CVB FINL COM 126600105 3,272,442 46,654 63,812 23,045.5026
2020-11-12 2020-09-30 13F CVB FINL COM 126600105 3,225,788 -21,466 -0.66 53,643 -11.84 0.0227
2020-08-13 2020-06-30 13F CVB FINL COM 126600105 3,247,254 -215,718 -6.23 60,850 -12.36 0.0267
2020-05-14 2020-03-31 13F CVB FINL COM 126600105 3,462,972 -63,078 -1.79 69,433 -8.75 0.0362
2020-02-14 2019-12-31 13F CVB FINL COM 126600105 3,526,050 -32,797 -0.92 76,092 2.45 0.0277
2019-11-12 2019-09-30 13F CVB FINL COM 126600105 3,558,847 12,159 0.34 74,274 -0.42 0.0289
2019-08-13 2019-06-30 13F CVB FINL COM 126600105 3,546,688 18,405 0.52 74,589 0.43 0.0290
2019-08-12 2019-03-31 13F/A-2 CVB FINL COM 126600105 3,528,283 -44,476 -1.24 74,272 2.76 0.0296
2019-05-10 2019-03-31 13F CVB FINL COM 126600105 3,528,283 -44,476 74,272
2019-02-26 2018-12-31 13F/A-1 CVB FINL COM 126600105 3,572,759 76,206 2.18 72,278 -7.39 0.0327
2019-02-13 2018-12-31 13F CVB FINL COM 126600105 3,572,759 76,206 72,278
2018-11-13 2018-09-30 13F CVB FINL COM 126600105 3,496,553 -361 -0.01 78,043 -0.46 0.0297
2018-08-10 2018-06-30 13F CVB FINL COM 126600105 3,496,914 215,461 6.57 78,402 5.53 0.0313
2018-05-11 2018-03-31 13F CVB FINL COM 126600105 3,281,453 70,258 2.19 74,293 -1.80 0.0310
2018-02-12 2017-12-31 13F CVB FINL COM 126600105 3,211,195 3,056 0.10 75,657 -2.43 0.0314
2017-11-13 2017-09-30 13F CVB FINL COM 126600105 3,208,139 8,238 0.26 77,539 8.03 0.0339
2017-08-11 2017-06-30 13F CVB FINL COM 126600105 3,199,901 -35,963 -1.11 71,775 0.41 0.0331
2017-05-12 2017-03-31 13F CVB FINL COM 126600105 3,235,864 -28,670 -0.88 71,480 -4.51 0.0342
2017-02-09 2016-12-31 13F CVB FINL COM 126600105 3,264,534 -269,376 -7.62 74,856 20.29 0.0374
2016-11-10 2016-09-30 13F CVB FINL COM 126600105 3,533,910 -92,954 -2.56 62,231 4.69 0.0336
2016-08-09 2016-06-30 13F CVB FINL COM 126600105 3,626,864 -94,831 -2.55 59,443 -8.47 0.0342
2016-05-13 2016-03-31 13F CVB FINL COM 126600105 3,721,695 168,504 4.74 64,944 8.02 0.0389
2016-02-10 2015-12-31 13F CVB FINL COM 126600105 3,553,191 178,284 5.28 60,121 6.67 0.0375
2015-11-13 2015-09-30 13F CVB FINL COM 126600105 3,374,907 201,505 6.35 56,361 0.85 0.0370
2015-08-14 2015-06-30 13F CVB FINL COM 126600105 3,173,402 127,414 4.18 55,884 15.10 0.0342
2015-05-14 2015-03-31 13F CVB FINL COM 126600105 3,045,988 208,628 7.35 48,553 6.81 0.0307
2015-02-06 2014-12-31 13F CVB FINL COM 126600105 2,837,360 202,837 7.70 45,456 20.23 0.0299
2014-11-13 2014-09-30 13F CVB FINL COM 126600105 2,634,523 87,338 3.43 37,807 -7.41 0.0268
2014-08-08 2014-06-30 13F CVB FINL COM 126600105 2,547,185 204,034 8.71 40,831 9.60 0.0284
2014-05-14 2014-03-31 13F CVB FINL COM 126600105 2,343,151 71,466 3.15 37,255 -3.93 0.0278
2014-02-12 2013-12-31 13F CVB FINL COM 126600105 2,271,685 136,049 6.37 38,778 34.31 0.0302
2013-11-13 2013-09-30 13F CVB FINL COM 126600105 2,135,636 -4,568 -0.21 28,873 14.72 0.0250
2013-08-15 2013-06-30 13F CVB FINL COM 126600105 2,140,204 2,140,204 25,169 0.0237
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.