Bridgewealth Advisory Group, LLC
Position in CWBC — Community West Bancshares
CIK 1801982
Fresno, CA
Position in CWBC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,287,373
+$12,686,233 QoQ
Shares Held
494,690
+1817.4% QoQ
Ownership
1.82%
of shares outstanding
% of Portfolio
15.99%
of 13F equity value
Holder Rank
#8
of 148 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bridgewealth Advisory Group, LLC holds $13,564,041 across 2 Banks - Regional names. CWBC ranks #1 (98.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWBC |
Community West Bancshares
This page
|
494,690 | $13,287,373 | |
| 2 | UMBF |
Umb Financial Corp
|
1,938 | $276,668 |
All Filings in CWBC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,287,373 | 494,690 | Shares | Sole | 2026-07-27 | |
| 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. | ||||||