Bridgewealth Advisory Group’s Community West Bancshares CWBC Stock Holding History

Bridgewealth Advisory Group’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 Q1	$601K	Hold	25,800	–	–	0.12%	72
2025 Q4	$581K	Hold	25,800	–	–	0.13%	72
2025 Q3	$538K	Hold	25,800	–	–	0.12%	65
2025 Q2	$503K	Buy	25,800 +13,560	+111%	+$241K	0.13%	67
2025 Q1	$226K	Hold	12,240	–	–	0.3%	47
2024 Q4	$232K	Hold	12,240	–	–	0.07%	93
2024 Q3	$236K	Hold	12,240	–	–	0.09%	73
2024 Q2	$226K	Hold	12,240	–	–	0.1%	61
2024 Q1	$243K	Hold	12,240	–	–	0.12%	64
2023 Q4	$274K	Hold	12,240	–	–	0.21%	56
2023 Q3	$173K	Buy	+12,240	New	+$188K	0.21%	60

Other funds holding CWBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return