CVB Financial Corp.
US ˙ NasdaqGS ˙ US1266001056

SecurityCVBF / CVB Financial Corp.
InstitutionWhittier Trust Co
Latest Disclosed Ownership2,606 shares
Latest Disclosed Value $ 51,442
Whittier Trust Co reports 27.00% decrease in ownership of CVBF / CVB Financial Corp.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 2,606 shares of CVB Financial Corp. (US:CVBF) valued at $50,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,570 shares of CVB Financial Corp.. This represents a change in shares of -27.00% during the quarter. The current value of the position is $51,807 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)
2026-04-28 2026-03-31 13F CVB FINANCIAL common 126600105 2,606 -964 -27.00 51 -25.00 0.0003
2026-01-26 2025-12-31 13F CVB FINANCIAL common 126600105 3,570 11 0.31 69 1.49 0.0007
2025-10-31 2025-09-30 13F CVB FINL common 126600105 3,559 9 0.25 68 -4.29 0.0008
2025-07-30 2025-06-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,550 -1,420 -28.57 70 -23.08 0.0008
2025-05-02 2025-03-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 4,970 23 0.46 92 -13.33 0.0013
2025-02-11 2024-12-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 4,947 23 0.47 106 20.69 0.0014
2024-10-21 2024-09-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 4,924 -6,744 -57.80 88 -56.72 0.0012
2024-07-29 2024-06-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 11,668 28 0.24 201 -2.90 0.0029
2024-05-02 2024-03-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 11,640 23 0.20 208 -11.54 0.0030
2024-01-11 2023-12-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 11,617 28 0.24 234 22.51 0.0038
2023-10-27 2023-09-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 11,589 27 0.23 192 24.84 0.0034
2023-07-24 2023-06-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 11,562 28 0.24 154 -20.31 0.0027
2023-04-21 2023-03-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 11,534 16 0.14 192 -35.14 0.0035
2023-01-25 2022-12-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 11,518 17 0.15 297 1.72 0.0058
2022-10-21 2022-09-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 11,501 1,293 12.67 291 15.02 0.0061
2022-07-28 2022-06-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 10,208 833 8.89 253 16.59 0.0051
2022-04-29 2022-03-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 9,375 0 0.00 217 7.96 0.0037
2022-01-19 2021-12-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 9,375 -1,000 -9.64 201 -4.74 0.0033
2021-11-01 2021-09-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 10,375 0 0.00 211 -1.40 0.0038
2021-07-29 2021-06-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 10,375 0 0.00 214 -6.55 0.0038
2021-04-26 2021-03-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 10,375 6,769 187.71 229 227.14 0.0044
2021-01-29 2020-12-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,606 0 0.00 70 16.67 0.0015
2020-10-30 2020-09-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,606 0 0.00 60 -11.76 0.0014
2020-07-10 2020-06-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,606 0 0.00 68 -5.56 0.0019
2020-04-27 2020-03-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,606 0 0.00 72 -7.69 0.0024
2020-01-31 2019-12-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,606 0 0.00 78 4.00 0.0020
2019-10-18 2019-09-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,606 0 0.00 75 -1.32 0.0021
2019-07-23 2019-06-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,606 0 0.00 76 0.00 0.0022
2019-04-29 2019-03-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,606 0 0.00 76 4.11 0.0023
2019-02-07 2018-12-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,606 -387 -9.69 73 -17.98 0.0025
2018-10-23 2018-09-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,993 0 0.00 89 0.00 0.0028
2018-07-27 2018-06-30 13F/A-1 CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 3,993 -210 -5.00 89 -6.32 0.0029
2018-05-01 2018-03-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 4,203 0 0.00 95 -4.04 0.0032
2018-02-07 2017-12-31 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 4,203 0 0.00 99 -2.94 0.0035
2017-10-23 2017-09-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 4,203 0 0.00 102 8.51 0.0037
2017-07-20 2017-06-30 13F CVB FINL CORP COM US SMALL-CAP EQUITIES 126600105 4,203 0 0.00 94 1.08 0.0036
2017-04-26 2017-03-31 13F CVB FINL US SMALL AND MID-CAP EQUITIES 126600105 4,203 597 16.56 93 12.05 0.0038
2017-01-18 2016-12-31 13F CVB FINL CORP COM US SMALL AND MID-CAP EQUITIES 126600105 3,606 0 0.00 83 29.69 0.0035
2016-11-10 2016-09-30 13F CVB FINL CORP COM US SMALL AND MID-CAP EQUITIES 126600105 3,606 -700 -16.26 64 -9.86 0.0028
2016-07-28 2016-06-30 13F CVB FINL CORP COM US SMALL AND MID-CAP EQUITIES 126600105 4,306 0 0.00 71 -5.33 0.0031
2016-04-28 2016-03-31 13F CVB FINL CORP COM US SMALL AND MID-CAP EQUITIES 126600105 4,306 2,194 103.88 75 108.33 0.0033
2016-02-10 2015-12-31 13F CVB FINL CORP COM US SMALL AND MID-CAP EQUITIES 126600105 2,112 0 0.00 36 2.86 0.0016
2015-11-12 2015-09-30 13F CVB FINL CORP COM US SMALL AND MID-CAP EQUITIES 126600105 2,112 1,000 89.93 35 75.00 0.0017
2015-08-13 2015-06-30 13F CVB FINL CORP COM US SMALL AND MID-CAP EQUITIES 126600105 1,112 412 58.86 20 81.82 0.0009
2015-05-05 2015-03-31 13F CVB FINL CORP COM US SMALL AND MID-CAP EQUITIES 126600105 700 700 11 0.0005
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.