KPWS
CWBC

Kestra Private Wealth Services’s Community West Bancshares CWBC Stock Holding History

Kestra Private Wealth Services’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
Q1 		$977K Buy
41,916
+17,579
+72% +$411K 0.01% 851
2025
Q4 		$548K Buy
24,337
+106
+0.4% +$2.32K 0.01% 1114
2025
Q3 		$505K Buy
24,231
+114
+0.5% +$2.35K 0.01% 1088
2025
Q2 		$471K Buy
24,117
+108
+0.4% +$1.92K 0.01% 1063
2025
Q1 		$444K Buy
24,009
+119
+0.5% +$2.23K 0.01% 1013
2024
Q4 		$463K Buy
23,890
+1,598
+7% +$31.8K 0.01% 953
2024
Q3 		$429K Buy
22,292
+7,569
+51% +$149K 0.01% 940
2024
Q2 		$272K Buy
14,723
+78
+0.5% +$1.37K 0.01% 1084
2024
Q1 		$291K Buy
14,645
+73
+0.5% +$1.41K 0.01% 1024
2023
Q4 		$326K Buy
14,572
+75
+0.5% +$1.31K 0.01% 909
2023
Q3 		$205K Buy
14,497
+84
+0.6% +$1.29K 0.01% 1025
2023
Q2 		$223K Buy
+14,413
New +$223K 0.01% 931

Other funds holding CWBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return