Back to CWBC
KESTRA PRIVATE WEALTH SERVICES, LLC → CWBC
KESTRA PRIVATE WEALTH SERVICES, LLC CWBC Position History
Community West Bancshares • Financial Services
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $505K |
| Q4 2025 | $548K |
| Q1 2026 | $977K |
| Q2 2026 | $1.1M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 42.2K | — | — |
| Q2 2026 | $1.1M | 42.1K | — | — |
| Q1 2026 | $977K | 41.9K | — | — |
| Q4 2025 | $548K | 24.3K | — | — |
| Q3 2025 | $505K | 24.2K | — | — |