Potentia Wealth’s Community West Bancshares CWBC Stock Holding History

Potentia Wealth’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	–	Sell	-20,162	Closed	-$470K	–	66
2026 Q1	$470K	Hold	20,162	–	–	0.18%	60
2025 Q4	$454K	Hold	20,162	–	–	0.17%	60
2025 Q3	$420K	Buy	+20,162	New	+$415K	0.16%	67
2025 Q2	–	Sell	-13,092	Closed	-$242K	–	79
2025 Q1	$242K	Hold	13,092	–	–	0.11%	84
2024 Q4	$254K	Buy	+13,092	New	+$261K	0.11%	88

Other funds holding CWBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Potentia Wealth's CWBC Position: Q2 2026 in Review

Potentia Wealth sold out of Community West Bancshares (CWBC) in Q2 2026, closing a stake of 20,162 shares — an estimated $470K sold.

Potentia Wealth first reported a position in CWBC in Q4 2024 and held it in 5 quarters. The position peaked at $470K in Q1 2026. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

Potentia Wealth reported no remaining Community West Bancshares position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 20,162 Community West Bancshares shares in Q2 2026, an estimated $470K.
Potentia Wealth first reported a position in Community West Bancshares in Q4 2024 and held it in 5 quarters.
Potentia Wealth's Community West Bancshares position peaked at $470K in Q1 2026.
148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.