Position in CWBC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$437,361
New position
Shares Held
16,283
first reported quarter
Ownership
0.060%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#78
of 148 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Planning Center, Inc. holds $437,361 across 1 Banks - Regional name. CWBC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWBC |
Community West Bancshares
This page
|
16,283 | $437,361 |
All Filings in CWBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,361 | 16,283 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||