Kestra Private Wealth Services
CWBC icon

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
Q2 		$1.13M Buy
42,103
+187
+0.4% +$4.55K 0.01% 835
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kestra Private Wealth Services's CWBC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Community West Bancshares (CWBC) stake by 0.45% in Q2 2026, buying an estimated $4.55K and bringing the position to 42,103 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #835.

Kestra Private Wealth Services first reported a position in CWBC in Q2 2023 and has held it in 13 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Kestra Private Wealth Services held 42,103 shares of Community West Bancshares worth $1.13M as of Q2 2026.
  • Kestra Private Wealth Services bought 187 Community West Bancshares shares in Q2 2026, an estimated $4.55K.
  • Community West Bancshares made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #835 holding.
  • Kestra Private Wealth Services first reported a position in Community West Bancshares in Q2 2023 and has held it in 13 quarters since.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.