BL
CWBC

BFSG LLC’s Community West Bancshares CWBC Stock Holding History

BFSG LLC’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 		$86.6K Sell
3,223
-539
-14% -$13.1K 0.01% 389
2026
Q1 		$87.7K Hold
3,762
– – 0.01% 374
2025
Q4 		$84.6K Hold
3,762
– – 0.01% 356
2025
Q3 		$78.4K Sell
3,762
-330
-8% -$6.79K 0.01% 366
2025
Q2 		$79.8K Hold
4,092
– – 0.01% 348
2025
Q1 		$75.6K Hold
4,092
– – 0.01% 338
2024
Q4 		$79.3K Sell
4,092
-320
-7% -$6.37K 0.01% 339
2024
Q3 		$85K Hold
4,412
– – 0.01% 348
2024
Q2 		$81.6K Buy
4,412
+90
+2% +$1.58K 0.01% 329
2024
Q1 		$86K Hold
4,322
– – 0.01% 332
2023
Q4 		$96.6K Buy
+4,322
New +$75.5K 0.01% 301

Other funds holding CWBC

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

BFSG LLC's CWBC Position: Q2 2026 in Review

BFSG LLC reduced its Community West Bancshares (CWBC) stake by 14% in Q2 2026, selling an estimated $13.1K and leaving 3,223 shares worth $86.6K. The position accounts for 0.01% of the portfolio, ranked #389.

BFSG LLC first reported a position in CWBC in Q4 2023 and has held it in 11 quarters since. The position peaked at $96.6K in Q4 2023. 14 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • BFSG LLC held 3,223 shares of Community West Bancshares worth $86.6K as of Q2 2026.
  • BFSG LLC sold 539 Community West Bancshares shares in Q2 2026, an estimated $13.1K.
  • Community West Bancshares made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #389 holding.
  • BFSG LLC first reported a position in Community West Bancshares in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's Community West Bancshares position peaked at $96.6K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.