KESTRA PRIVATE WEALTH SERVICES, LLC
Position in CWBC — Community West Bancshares
CIK 1649451
AUSTIN, TX
Position in CWBC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$976,642
+$429,060 QoQ
Shares Held
41,916
+72.2% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Common Shares in CWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $40,268,197 across 35 Banks - Regional names. CWBC ranks #14 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
25,061 | $5,214,943 | |
| 2 | RF |
Regions Financial Corp
|
171,587 | $4,481,852 | |
| 3 | TFC |
Truist Financial Corp
|
96,909 | $4,454,906 | |
| 4 | HDB |
Hdfc Bank Ltd
|
169,711 | $4,222,409 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
183,562 | $2,872,745 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
31,897 | $1,321,173 | |
| 7 | BAP |
Credicorp Ltd
|
3,653 | $1,239,024 | |
| 8 | EWBC |
East West Bancorp Inc
|
11,143 | $1,189,626 |
All Filings in CWBC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $976,642 | 41,916 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $547,582 | 24,337 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $504,974 | 24,231 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $470,522 | 24,117 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $443,686 | 24,009 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $462,749 | 23,890 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $429,343 | 22,292 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $272,375 | 14,723 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||