Holders over time
- CVBF
- WFC
| Quarter | CVBF | WFC |
|---|---|---|
| Q3 2020 | 2 holders, $104m | 34 holders, $15.9bn |
| Q4 2020 | 1 holders, $117m | 33 holders, $19.5bn |
| Q1 2021 | 1 holders, $132m | 31 holders, $23.4bn |
| Q2 2021 | 2 holders, $126m | 33 holders, $28.0bn |
| Q3 2021 | 2 holders, $120m | 28 holders, $27.7bn |
| Q4 2021 | 2 holders, $129m | 32 holders, $28.6bn |
| Q1 2022 | 3 holders, $150m | 37 holders, $28.8bn |
| Q2 2022 | 2 holders, $171m | 32 holders, $24.1bn |
| Q3 2022 | 3 holders, $165m | 28 holders, $25.5bn |
| Q4 2022 | 3 holders, $170m | 33 holders, $25.2bn |
| Q1 2023 | 5 holders, $104m | 34 holders, $21.5bn |
| Q2 2023 | 1 holders, $48m | 29 holders, $23.4bn |
| Q3 2023 | 2 holders, $72m | 30 holders, $22.9bn |
| Q4 2023 | 2 holders, $11m | 32 holders, $27.2bn |
| Q1 2024 | 3 holders, $14m | 27 holders, $33.6bn |
| Q2 2024 | none listed holders, n.a. | 37 holders, $34.1bn |
| Q3 2024 | 1 holders, $1.5m | 35 holders, $32.0bn |
| Q4 2024 | 1 holders, $94m | 42 holders, $38.9bn |
| Q1 2025 | 1 holders, $78m | 39 holders, $38.2bn |
| Q2 2025 | 1 holders, $47m | 33 holders, $41.6bn |
| Q3 2025 | 1 holders, $41m | 29 holders, $41.5bn |
| Q4 2025 | 2 holders, $45m | 29 holders, $43.6bn |
| Q1 2026 | 1 holders, $17m | 34 holders, $36.8bn |
| Q2 2026 | 4 holders, $99m | 41 holders, $38.2bn |
CVB Finl Corp
- Holders
- 4
- Reported value
- $99m
- Buyers
- 20
- Sellers
- 11
Breadth +9 among 91 comparable managers.
Wells Fargo & Co
- Holders
- 41
- Reported value
- $38.2bn
- Buyers
- 31
- Sellers
- 14
Breadth +17 among 91 comparable managers.
Who holds both, Q2 2026
Both (4)
Arrowstreet Capital LP, Brevan Howard Capital Management LP, Holocene Advisors LP, Winton Group Ltd
Only CVBF (0)
None.
Only WFC (37)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 12 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.