AssetMark Inc’s Community West Bancshares CWBC Stock Holding History

AssetMark Inc’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	$10.3K	Buy	382 +373	+4,144%	+$9.08K	﹤0.01%	2435
2026 Q1	$210	Hold	9	–	–	﹤0.01%	3314
2025 Q4	$203	Hold	9	–	–	﹤0.01%	3252
2025 Q3	$188	Hold	9	–	–	﹤0.01%	3074
2025 Q2	$176	Hold	9	–	–	﹤0.01%	2893
2025 Q1	$166	Hold	9	–	–	﹤0.01%	2540
2024 Q4	$174	Buy	+9	New	+$179	﹤0.01%	2490

Other funds holding CWBC

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

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AssetMark Inc's CWBC Position: Q2 2026 in Review

AssetMark Inc increased its Community West Bancshares (CWBC) stake by 4,144% in Q2 2026, buying an estimated $9.08K and bringing the position to 382 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

AssetMark Inc first reported a position in CWBC in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

AssetMark Inc held 382 shares of Community West Bancshares worth $10.3K as of Q2 2026.
AssetMark Inc bought 373 Community West Bancshares shares in Q2 2026, an estimated $9.08K.
Community West Bancshares made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2435 holding.
AssetMark Inc first reported a position in Community West Bancshares in Q4 2024 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.