Ameriprise
CWBC

Ameriprise’s Community West Bancshares CWBC Stock Holding History

Ameriprise’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 		$683K Buy
25,445
+45
+0.2% +$1.09K ﹤0.01% 3570
2026
Q1 		$592K Buy
+25,400
New +$594K ﹤0.01% 3527
2025
Q4 		– Sell
-299,656
Closed -$6.24M – 4106
2025
Q3 		$6.24M Sell
299,656
-1,600
-0.5% -$32.9K ﹤0.01% 2263
2025
Q2 		$5.88M Buy
301,256
+55
+0% +$976 ﹤0.01% 2241
2025
Q1 		$5.57M Buy
301,201
+12,069
+4% +$226K ﹤0.01% 2238
2024
Q4 		$5.6M Sell
289,132
-39,519
-12% -$787K ﹤0.01% 2284
2024
Q3 		$6.33M Sell
328,651
-3,811
-1% -$75K ﹤0.01% 2209
2024
Q2 		$6.15M Sell
332,462
-2,153
-0.6% -$37.8K ﹤0.01% 2149
2024
Q1 		$6.66M Buy
334,615
+38
+0% +$731 ﹤0.01% 2138
2023
Q4 		$7.48M Buy
334,577
+3,449
+1% +$60.2K ﹤0.01% 2033
2023
Q3 		$4.67M Buy
331,128
+1,918
+0.6% +$29.4K ﹤0.01% 2330
2023
Q2 		$5.09M Buy
329,210
+135,970
+70% +$2.11M ﹤0.01% 2336
2023
Q1 		$3.98M Sell
193,240
-103,462
-35% -$2.4M ﹤0.01% 2472
2022
Q4 		$6.28M Sell
296,702
-1,831
-0.6% -$35.7K ﹤0.01% 2122
2022
Q3 		$5.29M Buy
298,533
+19,852
+7% +$337K ﹤0.01% 2183
2022
Q2 		$4.04M Sell
278,681
-10,260
-4% -$188K ﹤0.01% 2431
2022
Q1 		$6.75M Buy
288,941
+12,893
+5% +$295K ﹤0.01% 2228
2021
Q4 		$5.73M Buy
276,048
+14,267
+5% +$303K ﹤0.01% 2374
2021
Q3 		$5.63M Buy
261,781
+23,000
+10% +$496K ﹤0.01% 2315
2021
Q2 		$4.81M Buy
+238,781
New +$4.78M ﹤0.01% 2479
2019
Q2 		– Sell
-11,764
Closed -$230K – 3734
2019
Q1 		$230K Hold
11,764
– – ﹤0.01% 3517
2018
Q4 		$222K Hold
11,764
– – ﹤0.01% 3417
2018
Q3 		$254K Sell
11,764
-339
-3% -$7.29K ﹤0.01% 3486
2018
Q2 		$256K Sell
12,103
-1,000
-8% -$21K ﹤0.01% 3416
2018
Q1 		$256K Hold
13,103
– – ﹤0.01% 3406
2017
Q4 		$264K Hold
13,103
– – ﹤0.01% 3394
2017
Q3 		$292K Hold
13,103
– – ﹤0.01% 3397
2017
Q2 		$290K Buy
+13,103
New +$279K ﹤0.01% 3431

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

Ameriprise's CWBC Position: Q2 2026 in Review

Ameriprise increased its Community West Bancshares (CWBC) stake by 0.18% in Q2 2026, buying an estimated $1.09K and bringing the position to 25,445 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #3570.

Ameriprise first reported a position in CWBC in Q2 2017 and has held it in 28 quarters since. The position peaked at $7.48M in Q4 2023. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Ameriprise held 25,445 shares of Community West Bancshares worth $683K as of Q2 2026.
  • Ameriprise bought 45 Community West Bancshares shares in Q2 2026, an estimated $1.09K.
  • Community West Bancshares made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3570 holding.
  • Ameriprise first reported a position in Community West Bancshares in Q2 2017 and has held it in 28 quarters since.
  • Ameriprise's Community West Bancshares position peaked at $7.48M in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.