AAP
CWBC

Arax Advisory Partners’s Community West Bancshares CWBC Stock Holding History

Arax Advisory Partners’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 		$20.5K Buy
762
+714
+1,488% +$17.4K ﹤0.01% 3943
2026
Q1 		$1.12K Buy
+48
New +$1.12K ﹤0.01% 3273
2025
Q4 		– Sell
-1,320
Closed -$27.5K – 4185
2025
Q3 		$27.5K Buy
+1,320
New +$27.2K ﹤0.01% 2124

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

Arax Advisory Partners's CWBC Position: Q2 2026 in Review

Arax Advisory Partners increased its Community West Bancshares (CWBC) stake by 1,488% in Q2 2026, buying an estimated $17.4K and bringing the position to 762 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3943.

Arax Advisory Partners first reported a position in CWBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.5K in Q3 2025. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Arax Advisory Partners held 762 shares of Community West Bancshares worth $20.5K as of Q2 2026.
  • Arax Advisory Partners bought 714 Community West Bancshares shares in Q2 2026, an estimated $17.4K.
  • Community West Bancshares made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3943 holding.
  • Arax Advisory Partners first reported a position in Community West Bancshares in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's Community West Bancshares position peaked at $27.5K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.