Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cvb Finl Corp (CVBF)

278 + Investors. Track Smart Money conviction in CVBF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
5Q ▲
Buyers last Q
53%

Smart Money Signals — CVBF

Based on 279 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added CVBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
279 hedge funds hold CVBF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

142 buying128 selling
Last quarter: 142 funds bought or added vs 128 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new CVBF position: 38 → 37 → 48 → 54. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
172 out of 279 hedge funds have held CVBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

35 → 38 → 37 → 48 → 54 new funds/Q
New funds entering each quarter: 38 → 37 → 48 → 54. A growing number of institutions are discovering CVBF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 10% 1-2yr ■ 24% new
Of 279 current holders: 185 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
52 of 279 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in CVBF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CVBF

In 2026 Q1, 142 hedge funds were net buyers of CVBF (54 opened a new position, 88 added to an existing one), while 128 reduced or exited (93 trimmed, 35 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in CVBF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 279.

Hedge Fund Ownership: CVBF

How many hedge funds hold CVBF — quarterly history vs. share price
Quarterly hedge fund ownership of CVBF vs. share price

Market Analysis: CVBF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVBF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Cvb Finl Corp (CVBF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CVBF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
CVBF
+9.5%
XLF
+8.0%

CVBF outperformed XLF by +1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
CVBF
+8.6%
XLF
+4.4%

Since the filing became public, CVBF outperformed XLF by +4.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 3 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: CVBF
278 + Investors

Track Smart Money conviction in CVBF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 278 260 6.92%
13F Shares 113M 106M 6.29%
Total Value $2.15B $1.98B 8.72%
New Positions 53 48 +5
Increased Positions 88 93 -5
Closed Positions 35 41 -6
Reduced Positions 93 81 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CVBF

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Financial Highlights

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Institutional Holders (2026 Q1)

278 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CVBF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CVBF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMC FIG Opportunities LLC 6.83% 229,213 $4.4M
2 Bernzott Capital Advisors 3.86% 415,389 $8.1M
3 HoldCo Asset Management, LP 3.38% 2,342,744 $45.4M
4 Citizens Business Bank 2.18% 342,861 $13.3M
5 Cliffwater LLC 2.12% 412,247 $8.0M
6 FJ Capital Management LLC 1.86% 851,426 $16.5M
7 Momentous Wealth Management, Inc. 1.30% 117,455 $2.3M
8 Parallel Advisors, LLC 1.27% 3,658,353 $70.9M
9 Bolthouse Investments, LLC 1.05% 60,005 $1.2M
10 Jacobs Asset Management, LLC 0.70% 60,000 $1.2M
11 Persistent Asset Partners Ltd 0.61% 85,025 $1.6M
12 Fieldview Capital Management, LLC 0.52% 92,243 $1.8M
13 Maltese Capital Management LLC 0.35% 91,500 $1.8M
14 Silvercrest Asset Management Group LLC 0.33% 2,359,955 $45.8M
15 Atom Investors LP 0.25% 179,247 $3.5M
16 Mason & Associates Inc 0.24% 66,040 $1.3M
17 Lazari Capital Management, INC. 0.16% 24,376 $473K
18 Brevan Howard Capital Management LP 0.15% 895,386 $17.4M
19 Boothbay Fund Management, LLC 0.15% 586,713 $11.4M
20 Weiss Asset Management LP 0.14% 428,200 $8.3M
21 Fuller & Thaler Asset Management, INC. 0.13% 2,044,917 $39.7M
22 Numerai GP LLC 0.13% 65,880 $1.3M
23 Odyssean, LLC 0.13% 17,906 $347K
24 Pinnacle Holdings, LLC 0.11% 17,783 $345K
25 Wbi Investments, LLC 0.11% 20,437 $396K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cvb Finl Corp (CVBF)

What does the Smart Money Trend signal show for CVBF?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added CVBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CVBF?

Slight buying edge — 53% buying: Last quarter: 142 funds bought or added vs 128 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CVBF holders?

Elite ownership — 48% AUM from top-100 funds: 52 of 279 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in CVBF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CVBF?

62% of holders stayed for 2+ years: 172 out of 279 hedge funds have held CVBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Cvb Finl Corp (CVBF) following the 2026 Q1 hedge fund 13F filings?

As of today, CVBF has moved +8.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of +4.2%. Since the quarter end (March 31, 2026), CVBF has gained +9.5% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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