Amalgamated Bank’s Community West Bancshares CWBC Stock Holding History

Amalgamated Bank’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 Q1	–	Sell	-526	Closed	-$12K	–	1924
2025 Q4	$12K	Sell	526 -12	-2%	-$263	﹤0.01%	2331
2025 Q3	$11K	Hold	538	–	–	﹤0.01%	2412
2025 Q2	$10K	Hold	538	–	–	﹤0.01%	2425
2025 Q1	$10K	Hold	538	–	–	﹤0.01%	2361
2024 Q4	$10K	Hold	538	–	–	﹤0.01%	2422
2024 Q3	$10K	Hold	538	–	–	﹤0.01%	2439
2024 Q2	$10K	Buy	538 +201	+60%	+$3.53K	﹤0.01%	2427
2024 Q1	$7K	Sell	337 -535	-61%	-$10.3K	﹤0.01%	2568
2023 Q4	$19K	Sell	872 -100	-10%	-$1.75K	﹤0.01%	2669
2023 Q3	$14K	Hold	972	–	–	﹤0.01%	2805
2023 Q2	$15K	Buy	+972	New	+$15.1K	﹤0.01%	2864

Other funds holding CWBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Amalgamated Bank's CWBC Position: Q1 2026 in Review

Amalgamated Bank sold out of Community West Bancshares (CWBC) in Q1 2026, closing a stake of 526 shares — an estimated $12K sold.

Amalgamated Bank first reported a position in CWBC in Q2 2023 and held it in 11 quarters. The position peaked at $19K in Q4 2023. 127 funds tracked by Wall St. Rank hold CWBC as of Q1 2026.

Amalgamated Bank reported no remaining Community West Bancshares position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 526 Community West Bancshares shares in Q1 2026, an estimated $12K.
Amalgamated Bank first reported a position in Community West Bancshares in Q2 2023 and held it in 11 quarters.
Amalgamated Bank's Community West Bancshares position peaked at $19K in Q4 2023.
127 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.