AG
CWBC

Algert Global’s Community West Bancshares CWBC Stock Holding History

Algert Global’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49M Sell
55,552
-42,114
-43% -$1.03M 0.02% 916
2026
Q1 		$2.28M Sell
97,666
-4,150
-4% -$97.1K 0.03% 682
2025
Q4 		$2.29M Buy
+101,816
New +$2.23M 0.04% 679

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Algert Global's CWBC Position: Q2 2026 in Review

Algert Global reduced its Community West Bancshares (CWBC) stake by 43% in Q2 2026, selling an estimated $1.03M and leaving 55,552 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #916.

Algert Global first reported a position in CWBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.29M in Q4 2025. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Algert Global held 55,552 shares of Community West Bancshares worth $1.49M as of Q2 2026.
  • Algert Global sold 42,114 Community West Bancshares shares in Q2 2026, an estimated $1.03M.
  • Community West Bancshares made up 0.02% of Algert Global's portfolio in Q2 2026, its #916 holding.
  • Algert Global first reported a position in Community West Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Algert Global's Community West Bancshares position peaked at $2.29M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.