Bernzott Capital Advisors’s CVB Financial CVBF Stock Holding History

Bernzott Capital Advisors’s Portfolio CVBF Stock Details CVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.65M	Buy	428,089 +12,700	+3%	+$261K	3.86%	3
2026 Q1	$8.05M	Buy	+415,389	New	+$8.17M	3.86%	5

Other funds holding CVBF

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bernzott Capital Advisors's CVBF Position: Q2 2026 in Review

Bernzott Capital Advisors increased its CVB Financial (CVBF) stake by 3.1% in Q2 2026, buying an estimated $261K and bringing the position to 428,089 shares worth $9.65M. The position accounts for 3.86% of the portfolio, ranked #3.

Bernzott Capital Advisors first reported a position in CVBF in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Bernzott Capital Advisors held 428,089 shares of CVB Financial worth $9.65M as of Q2 2026.
Bernzott Capital Advisors bought 12,700 CVB Financial shares in Q2 2026, an estimated $261K.
CVB Financial made up 3.86% of Bernzott Capital Advisors's portfolio in Q2 2026, its #3 holding.
Bernzott Capital Advisors first reported a position in CVB Financial in Q1 2026 and has held it in 2 quarters since.
89 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Bernzott Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.