Destination Wealth Management

Position in CWBC — Community West Bancshares

CIK 1278573 WALNUT CREEK, CA

Position in CWBC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,147,539

New position

Shares Held

42,723

first reported quarter

Ownership

0.157%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#50

of 147 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Destination Wealth Management holds $6,218,142 across 5 Banks - Regional names. CWBC ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AX	Axos Financial, Inc.	24,400	$2,376,316
2	WABC	Westamerica Bancorporation	36,168	$2,121,976
3	CWBC	Community West Bancshares This page	42,723	$1,147,539
4	CVBF	Cvb Financial Corp	16,055	$362,040
5	PNC	Pnc Financial Services Group, Inc.	854	$210,271

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,147,539	42,723	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.