undamentalytics Newsletter

CVB Financial Corp: which funds bought and sold

Institutions that bought and sold CVB Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 235 institutions that filed 13F reports for both quarters added to or opened positions in CVB Financial, and 71 cut or closed them. Together they added a net 33.2M shares, +29.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 7.7M shares (+31.5%); index fund managers were net buyers of 17.2M shares (+33.5%). 65 opened a new position and 28 sold out entirely.

Bought, Q2 2026 235 institutions, 65 of them new holders Sold, Q2 2026 71 institutions, 28 of them sold out
Net change, all compared +33.2M shares (+29.5%)
Net change, active managers +7.7M shares (+31.5%), 29 bought, 18 sold

Buyers versus sellers

institutions compared, 344
Active managers and hedge funds 29 bought · 18 sold · +7.7M
Index fund managers 11 bought · 1 sold · +17.2M
Other institutions 195 bought · 52 sold · +8.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +6.7M +35.0% 25.7M $579M
State Street Corp Index funds +2.5M +32.0% 10.5M $237M
Dimensional Fund Advisors LP +2.4M +32.0% 10.1M $227M
FMR LLC Active manager +2.4M +32.2% 9.8M $222M
Vanguard Portfolio Management LLC Index funds +2.3M +28.7% 10.2M $229M
Vanguard Capital Management LLC Index funds +1.9M +32.7% 7.6M $170M
Arrowstreet Capital, Limited Partnership Hedge fund +1.8M +150.5% 3.1M $69M
Charles Schwab Investment Management Inc Index funds +1.8M +38.8% 6.4M $144M
Geode Capital Management, LLC Index funds +1.2M +36.4% 4.5M $101M
Holdco Asset Management, LP Hedge fund +1.1M +45.0% 3.4M $76.6M
Boston Partners Active manager +940K New position 940K $21.2M
Morgan Stanley +834K +40.7% 2.9M $65M
Manufacturers Life Insurance Company, The +798K +150.9% 1.3M $29.9M
Kennedy Capital Management LLC Active manager +624K New position 624K $14.1M
Jpmorgan Chase & Co +554K +161.3% 897K $20.3M
Northern Trust Corp Index funds +517K +35.1% 2.0M $44.9M
Renaissance Technologies LLC Hedge fund +476K +111.3% 904K $20.4M
Fj Capital Management LLC +444K +52.1% 1.3M $29.2M
Citigroup Inc +379K +252.9% 529K $11.9M
Bank Of New York Mellon Corp +367K +27.7% 1.7M $38.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Two Sigma Investments, LP Hedge fund −703K −79.9% 177K $4M
Balyasny Asset Management L.P. Hedge fund −578K −37.6% 959K $21.6M
Jane Street Group, LLC −452K Sold out 0 —
Susquehanna International Group, LLP −414K −95.2% 21K $466,447
HRT Financial LP −253K Sold out 0 —
Silvercrest Asset Management Group LLC −180K −7.6% 2.2M $49.2M
Boothbay Fund Management, LLC Hedge fund −158K −26.9% 429K $9.7M
Tudor Investment Corp Et Al Hedge fund −135K Sold out 0 —
Parallel Advisors, LLC −129K −3.5% 3.5M $79.6M
Momentous Wealth Management, Inc. −117K Sold out 0 —
North Reef Capital Management LP Hedge fund −100K Sold out 0 —
Bridgewater Associates, LP Hedge fund −97K −87.7% 14K $308,461
Fieldview Capital Management, LLC −92K Sold out 0 —
Persistent Asset Partners Ltd −84K −98.9% 906 $20,430
Squarepoint Ops LLC Hedge fund −81K −67.6% 39K $876,338
Fuller & Thaler Asset Management, Inc. −72K −3.5% 2.0M $44.5M
Voloridge Investment Management, LLC Hedge fund −66K Sold out 0 —
Jump Financial, LLC −66K Sold out 0 —
Hudson Bay Capital Management LP Hedge fund −66K Sold out 0 —
Jacobs Asset Management, LLC −60K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Boston PartnersActive manager 940K $21.2M
Kennedy Capital Management LLCActive manager 624K $14.1M
Rhino Investment Partners, Inc 314K $7.1M
Marshall Wace, LLPHedge fund 252K $5.7M
Winton Group LtdHedge fund 217K $4.9M
Rosenthal | Henry Capital Advisors, Inc. 124K $2.8M
Alti Global, Inc. 89K $2M
Robertson Stephens Wealth Management, LLC 63K $1.4M
Lido Advisors, LLC 53K $1.2M
Isam Funds (UK) Ltd 39K $886,215

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jane Street Group, LLC 452K $8.8M
HRT Financial LP 253K $4.9M
Tudor Investment Corp Et AlHedge fund 135K $2.6M
Momentous Wealth Management, Inc. 117K $2.3M
North Reef Capital Management LPHedge fund 100K $1.9M
Fieldview Capital Management, LLC 92K $1.8M
Voloridge Investment Management, LLCHedge fund 66K $1.3M
Jump Financial, LLC 66K $1.3M
Hudson Bay Capital Management LPHedge fund 66K $1.3M
Jacobs Asset Management, LLC 60K $1.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
321
Ten largest holders
62.7%
of 13F-reported shares
Index fund managers
46.9%
of 13F-reported shares
Active managers and hedge funds
22.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 29 18 9 8 +7.7M +31.5%
Index fund managers 11 1 0 0 +17.2M +33.5%
Other institutions 195 52 56 20 +8.3M +22.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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