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 Q2	$13.3M	Buy	494,690 +468,890	+1,817%	+$11.4M	2.51%	14
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bridgewealth Advisory Group's CWBC Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Community West Bancshares (CWBC) stake by 1,817% in Q2 2026, buying an estimated $11.4M and bringing the position to 494,690 shares worth $13.3M. The position accounts for 2.51% of the portfolio, ranked #14.

Bridgewealth Advisory Group first reported a position in CWBC in Q3 2023 and has held it in 12 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

Bridgewealth Advisory Group held 494,690 shares of Community West Bancshares worth $13.3M as of Q2 2026.
Bridgewealth Advisory Group bought 468,890 Community West Bancshares shares in Q2 2026, an estimated $11.4M.
Community West Bancshares made up 2.51% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #14 holding.
Bridgewealth Advisory Group first reported a position in Community West Bancshares in Q3 2023 and has held it in 12 quarters since.
148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.