EverSource Wealth Advisors’s Community West Bancshares CWBC Stock Holding History

EverSource Wealth Advisors’s Portfolio CWBC Stock Details CWBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.98K	Buy	111 +12	+12%	+$292	﹤0.01%	3535
2026 Q1	$2.31K	Buy	99 +22	+29%	+$515	﹤0.01%	3597
2025 Q4	$1.73K	Buy	77 +6	+8%	+$131	﹤0.01%	3545
2025 Q3	$1.48K	Buy	71 +68	+2,267%	+$1.4K	﹤0.01%	3629
2025 Q2	$59	Buy	+3	New	+$53	﹤0.01%	4180

Other funds holding CWBC

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

EverSource Wealth Advisors's CWBC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Community West Bancshares (CWBC) stake by 12% in Q2 2026, buying an estimated $292 and bringing the position to 111 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #3535.

EverSource Wealth Advisors first reported a position in CWBC in Q2 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

EverSource Wealth Advisors held 111 shares of Community West Bancshares worth $2.98K as of Q2 2026.
EverSource Wealth Advisors bought 12 Community West Bancshares shares in Q2 2026, an estimated $292.
Community West Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3535 holding.
EverSource Wealth Advisors first reported a position in Community West Bancshares in Q2 2025 and has held it in 5 quarters since.
37 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.