Destination Wealth Management’s CVB Financial CVBF Stock Holding History

Destination Wealth Management’s Portfolio CVBF Stock Details CVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$362K	Buy	+16,055	New	+$330K	0.01%	254
2019 Q2	–	Sell	-15,667	Closed	-$330K	–	591
2019 Q1	$330K	Buy	15,667 +4	+0%	+$88	0.02%	127
2018 Q4	$317K	Buy	15,663 +5	+0%	+$108	0.02%	119
2018 Q3	$349K	Buy	+15,658	New	+$370K	0.02%	124
2018 Q2	–	Sell	-15,650	Closed	-$354K	–	531
2018 Q1	$354K	Buy	15,650 +4	+0%	+$94	0.02%	122
2017 Q4	$369K	Buy	15,646 +3	+0%	+$71	0.02%	120
2017 Q3	$378K	Buy	15,643 +4	+0%	+$86	0.02%	123
2017 Q2	$351K	Buy	15,639 +4	+0%	+$86	0.02%	122
2017 Q1	$345K	Hold	15,635	–	–	0.02%	124
2016 Q4	$359K	Hold	15,635	–	–	0.03%	127
2016 Q3	$275K	Hold	15,635	–	–	0.02%	141
2016 Q2	$256K	Hold	15,635	–	–	0.02%	132
2016 Q1	$265K	Hold	15,635	–	–	0.03%	114
2015 Q4	$265K	Hold	15,635	–	–	0.03%	114
2015 Q3	$261K	Hold	15,635	–	–	0.03%	110
2015 Q2	$275K	Buy	+15,635	New	+$257K	0.02%	206

Other funds holding CVBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Destination Wealth Management's CVBF Position: Q2 2026 in Review

Destination Wealth Management opened a new position in CVB Financial (CVBF) in Q2 2026: 16,055 shares worth $362K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings. This is a return to the name: Destination Wealth Management previously reported a position in CVBF as recently as Q1 2019.

Destination Wealth Management first reported a position in CVBF in Q2 2015 and has held it in 16 quarters since. The position peaked at $378K in Q3 2017. 324 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

Destination Wealth Management held 16,055 shares of CVB Financial worth $362K as of Q2 2026.
CVB Financial was a new Destination Wealth Management position in Q2 2026.
CVB Financial made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #254 holding.
Destination Wealth Management first reported a position in CVB Financial in Q2 2015 and has held it in 16 quarters since.
Destination Wealth Management's CVB Financial position peaked at $378K in Q3 2017.
324 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.