CVBF — CVB FINL CORP

Ownership history in CHOREO, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CHOREO, LLC reported a position in CVB FINL CORP (CVBF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q2)
Avg. % of fund
0.0%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,932 -11,433 -51.1% 0.00% $207K $18.52
2024 Q2 INITIATED 22,365 — — 0.01% $382K —
% of Fund (quarterly)    CVBF price (monthly, adj. close)

Other funds also holding CVBF

As of 2025 Q4 — sorted by position size

HoldCo Asset Management, LP 3Y 3.11% PMC FIG Opportunities LLC 2.3% Cliffwater LLC 3Y 7Y 1.61% Parallel Advisors, LLC 3Y 7Y 1.3% Momentous Wealth Management, Inc. 1.24% CLIFFORD CAPITAL PARTNERS LLC 3Y 7Y 0.6% FJ Capital Management LLC 3Y 7Y 0.56% JACOBS ASSET MANAGEMENT, LLC 3Y 7Y 0.56% SILVERCREST ASSET MANAGEMENT GROUP LLC 3Y 7Y 0.36% MQS Management LLC 3Y 0.31%
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