EverSource Wealth Advisors »

Community West Bancshares shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Community West Bancshares (CWBC) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Community West Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Community West Bancshares held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Community West Bancshares by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5k 71 20.80
2025-06-30 $59 3 19.67

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Community West Bancshares

BlackRock
Fourthstone
Vanguard Group
Dimensional Fund Advisors
Private Management Group
PL Capital Advisors
Geode Capital Management
Manufacturers Life Insurance Company
State Street Corporation
Systematic Financial Management
Ameriprise Financial
FMR
Siena Capital Management
Cutler Capital Management
Wellington Management Company

View all funds holding Community West Bancshares