Skip to main content
Equibles

KESTRA PRIVATE WEALTH SERVICES, LLC

Position in CWBC — Community West Bancshares

CIK 1649451 AUSTIN, TX
Back to CWBC Full portfolio

Position in CWBC

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,130,886
+$154,244 QoQ
Shares Held
42,103
+0.4% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#51
of 148 holders
Holding Since
Jun 2023
13 quarters on record

Common Shares in CWBC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $40,638,321 across 34 Banks - Regional names. CWBC ranks #12 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 26,595 $6,548,220
2 TFC
Truist Financial Corp
 100,905 $5,027,087
3 RF
Regions Financial Corp
 165,460 $4,996,892
4 HBAN
Huntington Bancshares Inc /Md/
 141,420 $2,507,376
5 HDB
Hdfc Bank Ltd
 72,892 $1,882,800
6 UBSI
United Bankshares Inc/Wv
 32,155 $1,473,663
7 RNST
Renasant Corp
 33,302 $1,416,667
8 ZION
Zions Bancorporation, National Association /Ut/
 19,376 $1,340,625

All Filings in CWBC

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,130,886 42,103
2026-03-31 $976,642 41,916
2025-12-31 $547,582 24,337
2025-09-30 $504,974 24,231
2025-06-30 $470,522 24,117
2025-03-31 $443,686 24,009
2024-12-31 $462,749 23,890
2024-09-30 $429,343 22,292
2024-06-30 $272,375 14,723