PW
CWBC

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
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
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 $3.8B AUM 23.19% 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

Potentia Wealth's CWBC Position: Q1 2026 in Review

Potentia Wealth held its Community West Bancshares (CWBC) position steady in Q1 2026 at 20,162 shares worth $470K. The position accounts for 0.18% of the portfolio, ranked #60.

Potentia Wealth first reported a position in CWBC in Q4 2024 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold CWBC as of Q1 2026.

  • Potentia Wealth held 20,162 shares of Community West Bancshares worth $470K as of Q1 2026.
  • Potentia Wealth left its Community West Bancshares share count unchanged in Q1 2026.
  • Community West Bancshares made up 0.18% of Potentia Wealth's portfolio in Q1 2026, its #60 holding.
  • Potentia Wealth first reported a position in Community West Bancshares in Q4 2024 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.