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
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026POTENTIA WEALTH holds $782,510 across 2 Banks - Regional names. CWBC ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWBC |
Community West Bancshares
This page
|
20,162 | $469,774 | |
| 2 | USB |
US Bancorp De
|
6,013 | $312,736 |
All Filings in CWBC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $469,774 | 20,162 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $453,645 | 20,162 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $420,176 | 20,162 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $241,940 | 13,092 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $253,592 | 13,092 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||