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Destination Wealth Management

Position in CVBF — Cvb Financial Corp

CIK 1278573 WALNUT CREEK, CA

Position in CVBF

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$362,040
New position
Shares Held
16,055
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#176
of 321 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Destination Wealth Management holds $6,218,142 across 5 Banks - Regional names. CVBF ranks #4 (5.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 CVBF
Cvb Financial Corp
This page
16,055 $362,040

All Filings in CVBF

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $362,040 16,055