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Community West Bancshares shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Community West Bancshares (CWBC) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Community West Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Community West Bancshares held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Community West Bancshares by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 12k 19.26
2024-06-30 $226k 12k 18.50

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
United Security Bancshares (UBFO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Ultra Short Govt (BILZ)

View all positions for Bridgewealth Advisory Group

Top funds holding Community West Bancshares

Fourthstone
BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Private Management Group
PL Capital Advisors
Geode Capital Management
Manufacturers Life Insurance Company
Systematic Financial Management
State Street Corporation
Bridgeway Capital Management
Siena Capital Management
Northern Trust
Kennedy Capital Management

View all funds holding Community West Bancshares