Potentia Wealth »

Community West Bancshares shares owned by Potentia Wealth

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

Historical chart of Potentia Wealth investment in Community West Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Community West Bancshares held by Potentia Wealth 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 Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $420k 20k 20.84
2025-03-31 $242k 13k 18.48

More positions owned by Potentia Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Global X Fds Defense Tech Etf (SHLD)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Secd Lending Common Stock (BXSL)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Ishares Tr Rus 1000 Val Etf (IWD)
Global X Fds Data Ctr & Digit (DTCR)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Potentia Wealth

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