Bridgewealth Advisory Group, LLC
Position in CWBC — Community West Bancshares
CIK 1801982
Fresno, CA
Position in CWBC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$601,140
+$20,640 QoQ
Shares Held
25,800
0.0% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Bridgewealth Advisory Group, LLC holds $13,467,849 across 3 Banks - Regional names. CWBC ranks #2 (4.5% of the industry book) .
All Filings in CWBC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $601,140 | 25,800 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $580,500 | 25,800 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $537,672 | 25,800 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $503,358 | 25,800 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $226,195 | 12,240 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $237,088 | 12,240 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $235,742 | 12,240 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $226,440 | 12,240 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||