CHANNEL WEALTH LLC

Position in CWBC — Community West Bancshares

CIK 1975550 SANTA BARBARA, CA

Position in CWBC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$225,753

-$507 QoQ

Shares Held

9,689

-3.6% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

CHANNEL WEALTH LLC holds $7,187,234 across 5 Banks - Regional names. CWBC ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	209,905	$3,016,334
2	HDB	Hdfc Bank Ltd	111,910	$2,784,320
3	ATLO	Ames National Corp	31,284	$882,834
4	USB	US Bancorp De	5,345	$277,993
5	CWBC	Community West Bancshares This page	9,689	$225,753

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$225,753	9,689	-3.6%	Shares	Sole	2026-05-12
2025-12-31	$226,260	10,056	-6.6%	Shares	Sole	2026-02-03
2025-09-30	$224,259	10,761	0.0%	Shares	Sole	2025-10-07
2025-06-30	$209,947	10,761	0.0%	Shares	Sole	2025-07-09
2025-03-31	$198,863	10,761	-6.6%	Shares	Sole	2025-04-10
2024-12-31	$223,084	11,517	-2.8%	Shares	Sole	2025-01-15
2024-09-30	$228,231	11,850	-3.8%	Shares	Sole	2024-10-31
2024-06-30	$227,994	12,324	—	Shares	Sole	2024-08-05
No filing history on record for this holder in this stock.