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POTENTIA WEALTH

Position in CWBC — Community West Bancshares

CIK 2052308 SAN JOSE, CA

Position in CWBC

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$469,774
+$16,129 QoQ
Shares Held
20,162
0.0% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CWBC Over Time

Shares Held

Position Value (USD)

All Filings in CWBC

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $469,774 20,162
2025-12-31 $453,645 20,162
2025-09-30 $420,176 20,162
2025-03-31 $241,940 13,092
2024-12-31 $253,592 13,092