As of the latest SEC filings, CVB FINANCIAL CORP (CVBF) is held by 278 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $148,319,442.25 in market value, representing 0.16% of its portfolio.
Funds holding CVB FINANCIAL CORP (CVBF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CVBF
- CIK:
- 0000354647
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.16% | $148,319,442.25 | 7,649,275 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $78,250,594.24 | 4,035,616 | Mar 31, 2026 | May 28, 2026 |
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 0.09% | $76,308,562.92 | 3,968,204 | Feb 28, 2026 | Apr 24, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.09% | $61,579,906.01 | 3,175,859 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $57,517,875.52 | 2,966,368 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.23% | $43,839,397.35 | 2,152,155 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.06% | $36,660,905.68 | 1,890,712 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.10% | $33,912,016.74 | 1,664,802 | Apr 30, 2026 | Jun 26, 2026 |
|
UBVVX
Undiscovered Managers Behavioral Value Fund
|
MF | Independent / Boutique | 0.38% | $32,589,490.43 | 1,680,737 | Mar 31, 2026 | May 29, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.86% | $32,071,137.56 | 1,654,004 | Mar 31, 2026 | May 28, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.44% | $30,565,185.00 | 1,500,500 | Apr 30, 2026 | Jun 26, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.31% | $27,629,896.84 | 1,424,956 | Mar 31, 2026 | May 22, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $27,482,726.74 | 1,417,366 | Mar 31, 2026 | May 28, 2026 |
|
NDVUX
MFS New Discovery Value Fund
|
MF | Independent / Boutique | 0.91% | $24,833,698.92 | 1,291,404 | Feb 28, 2026 | Apr 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.15% | $24,345,714.75 | 1,195,175 | Apr 30, 2026 | Jun 24, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.32% | $24,117,340.17 | 1,243,803 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.16% | $22,335,554.29 | 1,151,911 | Mar 31, 2026 | May 28, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 0.44% | $22,286,817.00 | 1,094,100 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.16% | $21,933,560.46 | 1,076,758 | Apr 30, 2026 | Jun 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.17% | $21,483,383.18 | 1,107,962 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.23% | $17,291,461.53 | 848,869 | Apr 30, 2026 | Jun 29, 2026 |
|
FZAOX
Fidelity Advisor Small Cap Fund
|
MF | Fidelity | 0.77% | $17,014,704.00 | 884,800 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $16,742,877.06 | 821,938 | Apr 30, 2026 | Jun 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.16% | $15,560,184.15 | 802,485 | Mar 31, 2026 | May 28, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.15% | $13,983,964.26 | 686,498 | Apr 30, 2026 | Jun 26, 2026 |
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