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Bernzott Capital Bets On Regional Banking With a 415,000 Share CVB Financial (CVBF) Purchase
Key takeaways
- Cory Renauer, The Motley Fool Sun, May 3, 2026 at 11:27 PM GMT+7 4 min read CVBF AROC MP VSH What happened According to a filing with the U.S.
- This was a new position for the fund, representing 3.86% of its 13F reportable AUM as of March 31, 2026.
- NYSEMKT: VT: $14.53 million (7.0% of AUM)
Cory Renauer, The Motley Fool Sun, May 3, 2026 at 11:27 PM GMT+7 4 min read CVBF AROC MP VSH What happened According to a filing with the U.S. Securities and Exchange Commission dated April 30, 2026, Bernzott Capital Advisors initiated a new position in CVB Financial (NASDAQ:CVBF), acquiring 415,389 shares. The estimated transaction value was $8.17 million based on the average closing price for the quarter. At quarter-end, the position was valued at $8.05 million, reflecting both the purchase and changes in the stock s price.
This was a new position for the fund, representing 3.86% of its 13F reportable AUM as of March 31, 2026.
NYSEMKT: VT: $14.53 million (7.0% of AUM)
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