KERR FINANCIAL PLANNING Corp

Position in CWBC — Community West Bancshares

CIK 2095947 FRESNO, CA

Position in CWBC

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$42,358

+$5,801 QoQ

Shares Held

1,577

+0.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

of 8 holders

Holding Since

Mar 2026

2 quarters on record

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

Financial Services · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $936,743 across 4 Banks - Regional names. CWBC ranks #3 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMBF	Umb Financial Corp	5,224	$745,778
2	ENBP	ENB Financial Corp	5,000	$141,250
3	CWBC	Community West Bancshares This page	1,577	$42,358
4	CFG	Citizens Financial Group Inc/Ri	105	$7,357

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,358	1,577	+0.5%	Shares	Sole	2026-07-02
2026-03-31	$36,557	1,569	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.