Farther Finance Advisors, LLC
Position in CWBC — Community West Bancshares
CIK 1992825
SAN FRANCISCO, CA
Position in CWBC
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$76,610
+$538 QoQ
Shares Held
3,288
-2.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
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")%
Common Shares in CWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Farther Finance Advisors, LLC holds $44,574,999 across 276 Banks - Regional names. CWBC ranks #75 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
31,108 | $6,473,263 | |
| 2 | USB |
US Bancorp De
|
100,094 | $5,205,888 | |
| 3 | FITB |
Fifth Third Bancorp
|
50,600 | $2,350,876 | |
| 4 | TFC |
Truist Financial Corp
|
50,899 | $2,339,827 | |
| 5 | FCAP |
First Capital Inc
|
38,398 | $1,905,692 | |
| 6 | VABK |
Virginia National Bankshares Corp
|
45,539 | $1,739,589 | |
| 7 | UMBF |
Umb Financial Corp
|
13,554 | $1,528,755 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
23,621 | $1,416,551 |
All Filings in CWBC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,610 | 3,288 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $76,072 | 3,381 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,313 | 111 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $78 | 4 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,767 | 258 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,082 | 314 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $77 | 4 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $74 | 4 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||