Allworth Financial’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $198K | Buy |
7,375
+80
| +1% | +$1.95K | ﹤0.01% | 1496 |
|
|
2026
Q1 | $170K | Buy |
7,295
+82
| +1% | +$1.92K | ﹤0.01% | 1505 |
|
|
2025
Q4 | $162K | Buy |
7,213
+132
| +2% | +$2.89K | ﹤0.01% | 1455 |
|
|
2025
Q3 | $148K | Buy |
7,081
+52
| +0.7% | +$1.07K | ﹤0.01% | 1454 |
|
|
2025
Q2 | $137K | Buy |
7,029
+14
| +0.2% | +$248 | ﹤0.01% | 1363 |
|
|
2025
Q1 | $122K | Buy |
7,015
+5,105
| +267% | +$95.6K | ﹤0.01% | 1134 |
|
|
2024
Q4 | $35.9K | Hold |
1,910
| – | – | ﹤0.01% | 1752 |
|
|
2024
Q3 | $36.8K | Hold |
1,910
| – | – | ﹤0.01% | 1547 |
|
|
2024
Q2 | $40.1K | Hold |
1,910
| – | – | ﹤0.01% | 1473 |
|
|
2024
Q1 | $38K | Hold |
1,910
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q4 | $42.7K | Hold |
1,910
| – | – | ﹤0.01% | 1249 |
|
|
2023
Q3 | $27K | Hold |
1,910
| – | – | ﹤0.01% | 1356 |
|
|
2023
Q2 | $29.5K | Hold |
1,910
| – | – | ﹤0.01% | 1327 |
|
|
2023
Q1 | $39.3K | Hold |
1,910
| – | – | ﹤0.01% | 1162 |
|
|
2022
Q4 | $40.5K | Hold |
1,910
| – | – | ﹤0.01% | 1092 |
|
|
2022
Q3 | $34K | Hold |
1,910
| – | – | ﹤0.01% | 1096 |
|
|
2022
Q2 | $28K | Hold |
1,910
| – | – | ﹤0.01% | 1102 |
|
|
2022
Q1 | $45K | Hold |
1,910
| – | – | ﹤0.01% | 928 |
|
|
2021
Q4 | $40K | Hold |
1,910
| – | – | ﹤0.01% | 897 |
|
|
2021
Q3 | $41K | Hold |
1,910
| – | – | ﹤0.01% | 828 |
|
|
2021
Q2 | $38K | Hold |
1,910
| – | – | ﹤0.01% | 684 |
|
|
2021
Q1 | $35K | Hold |
1,910
| – | – | ﹤0.01% | 648 |
|
|
2020
Q4 | $28K | Hold |
1,910
| – | – | ﹤0.01% | 585 |
|
|
2020
Q3 | $24K | Hold |
1,910
| – | – | ﹤0.01% | 537 |
|
|
2020
Q2 | $29K | Hold |
1,910
| – | – | ﹤0.01% | 504 |
|
|
2020
Q1 | $25K | Hold |
1,910
| – | – | ﹤0.01% | 524 |
|
|
2019
Q4 | $41K | Hold |
1,910
| – | – | ﹤0.01% | 398 |
|
|
2019
Q3 | $39K | Buy |
1,910
+800
| +72% | +$16.4K | ﹤0.01% | 364 |
|
|
2019
Q2 | $24K | Hold |
1,110
| – | – | ﹤0.01% | 426 |
|
|
2019
Q1 | $22K | Hold |
1,110
| – | – | ﹤0.01% | 439 |
|
|
2018
Q4 | $21K | Hold |
1,110
| – | – | ﹤0.01% | 397 |
|
|
2018
Q3 | $24K | Hold |
1,110
| – | – | ﹤0.01% | 398 |
|
|
2018
Q2 | $23K | Hold |
1,110
| – | – | ﹤0.01% | 385 |
|
|
2018
Q1 | $22K | Hold |
1,110
| – | – | ﹤0.01% | 360 |
|
|
2017
Q4 | $22K | Buy |
+1,110
| New | +$22.7K | ﹤0.01% | 360 |
|
Other funds holding CWBC
SFM
BAG
PMG
Allworth Financial's CWBC Position: Q2 2026 in Review
Allworth Financial increased its Community West Bancshares (CWBC) stake by 1.1% in Q2 2026, buying an estimated $1.95K and bringing the position to 7,375 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.
Allworth Financial first reported a position in CWBC in Q4 2017 and has held it in 35 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.
- Allworth Financial held 7,375 shares of Community West Bancshares worth $198K as of Q2 2026.
- Allworth Financial bought 80 Community West Bancshares shares in Q2 2026, an estimated $1.95K.
- Community West Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1496 holding.
- Allworth Financial first reported a position in Community West Bancshares in Q4 2017 and has held it in 35 quarters since.
- 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.