Bank of New York Mellon’s Community West Bancshares CWBC Stock Holding History

Bank of New York Mellon’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	$2.6M	Buy	96,820 +35,662	+58%	+$868K	﹤0.01%	2802
2026 Q1	$1.42M	Sell	61,158 -284	-0.5%	-$6.64K	﹤0.01%	2998
2025 Q4	$1.38M	Buy	61,442 +15,901	+35%	+$348K	﹤0.01%	3062
2025 Q3	$949K	Buy	45,541 +2,133	+5%	+$43.9K	﹤0.01%	3240
2025 Q2	$847K	Buy	43,408 +726	+2%	+$12.9K	﹤0.01%	3216
2025 Q1	$789K	Sell	42,682 -769	-2%	-$14.4K	﹤0.01%	3192
2024 Q4	$842K	Sell	43,451 -52,028	-54%	-$1.04M	﹤0.01%	3257
2024 Q3	$1.84M	Sell	95,479 -208	-0.2%	-$4.09K	﹤0.01%	2793
2024 Q2	$1.77M	Buy	95,687 +26,389	+38%	+$463K	﹤0.01%	2862
2024 Q1	$1.38M	Sell	69,298 -2,698	-4%	-$51.9K	﹤0.01%	2974
2023 Q4	$1.61M	Buy	71,996 +13,823	+24%	+$241K	﹤0.01%	2943
2023 Q3	$821K	Hold	58,173	–	–	﹤0.01%	3279
2023 Q2	$899K	Buy	58,173 +25,162	+76%	+$390K	﹤0.01%	3264
2023 Q1	$679K	Buy	33,011 +1	+0%	+$23	﹤0.01%	3325
2022 Q4	$699K	Sell	33,010 -24,712	-43%	-$481K	﹤0.01%	3368
2022 Q3	$1.02M	Buy	57,722 +476	+0.8%	+$8.09K	﹤0.01%	3192
2022 Q2	$830K	Buy	57,246 +468	+0.8%	+$8.57K	﹤0.01%	3305
2022 Q1	$1.33M	Sell	56,778 -168	-0.3%	-$3.84K	﹤0.01%	3138
2021 Q4	$1.18M	Buy	56,946 +179	+0.3%	+$3.81K	﹤0.01%	3284
2021 Q3	$1.22M	Buy	56,767 +434	+0.8%	+$9.36K	﹤0.01%	3287
2021 Q2	$1.14M	Sell	56,333 -28,715	-34%	-$574K	﹤0.01%	3326
2021 Q1	$1.56M	Buy	85,048 +1,437	+2%	+$25.1K	﹤0.01%	3064
2020 Q4	$1.25M	Sell	83,611 -10,347	-11%	-$148K	﹤0.01%	3132
2020 Q3	$1.16M	Sell	93,958 -5,255	-5%	-$68.3K	﹤0.01%	3033
2020 Q2	$1.53M	Sell	99,213 -6,466	-6%	-$89.5K	﹤0.01%	2842
2020 Q1	$1.38M	Sell	105,679 -4,227	-4%	-$75.3K	﹤0.01%	2758
2019 Q4	$2.38M	Buy	109,906 +24,965	+29%	+$521K	﹤0.01%	2712
2019 Q3	$1.73M	Sell	84,941 -1,749	-2%	-$35.8K	﹤0.01%	2827
2019 Q2	$1.86M	Buy	86,690 +1,583	+2%	+$31.6K	﹤0.01%	2829
2019 Q1	$1.66M	Buy	85,107 +1,352	+2%	+$26.5K	﹤0.01%	2878
2018 Q4	$1.58M	Buy	83,755 +6,669	+9%	+$133K	﹤0.01%	2850
2018 Q3	$1.67M	Buy	77,086 +339	+0.4%	+$7.29K	﹤0.01%	2959
2018 Q2	$1.62M	Buy	76,747 +3,121	+4%	+$65.4K	﹤0.01%	2979
2018 Q1	$1.44M	Buy	73,626 +4,011	+6%	+$80K	﹤0.01%	3005
2017 Q4	$1.41M	Buy	69,615 +9,261	+15%	+$190K	﹤0.01%	3045
2017 Q3	$1.34M	Sell	60,354 -1,428	-2%	-$29.7K	﹤0.01%	3054
2017 Q2	$1.37M	Buy	61,782 +6,655	+12%	+$142K	﹤0.01%	3064
2017 Q1	$1.13M	Buy	55,127 +13,631	+33%	+$276K	﹤0.01%	3172
2016 Q4	$829K	Buy	41,496 +15,263	+58%	+$254K	﹤0.01%	3361
2016 Q3	$416K	Buy	26,233 +8,953	+52%	+$135K	﹤0.01%	3625
2016 Q2	$242K	Buy	+17,280	New	+$220K	﹤0.01%	3828

Other funds holding CWBC

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

PCA

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CSC

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

APCM

Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Bank of New York Mellon's CWBC Position: Q2 2026 in Review

Bank of New York Mellon increased its Community West Bancshares (CWBC) stake by 58% in Q2 2026, buying an estimated $868K and bringing the position to 96,820 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

Bank of New York Mellon first reported a position in CWBC in Q2 2016 and has held it in 41 quarters since. 65 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

Bank of New York Mellon held 96,820 shares of Community West Bancshares worth $2.6M as of Q2 2026.
Bank of New York Mellon bought 35,662 Community West Bancshares shares in Q2 2026, an estimated $868K.
Community West Bancshares made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2802 holding.
Bank of New York Mellon first reported a position in Community West Bancshares in Q2 2016 and has held it in 41 quarters since.
65 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.