BCI
CWBC

Brinker Capital Investments’s Community West Bancshares CWBC Stock Holding History

Brinker Capital Investments’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 		$1.16M Buy
43,256
+1,341
+3% +$32.6K 0.01% 1075
2026
Q1 		$977K Sell
41,915
-1,287
-3% -$30.1K 0.01% 1127
2025
Q4 		$972K Buy
43,202
+15,188
+54% +$333K 0.01% 1250
2025
Q3 		$584K Sell
28,014
-307
-1% -$6.32K ﹤0.01% 1491
2025
Q2 		$553K Buy
28,321
+1,111
+4% +$19.7K ﹤0.01% 1465
2025
Q1 		$503K Sell
27,210
-300
-1% -$5.62K ﹤0.01% 1422
2024
Q4 		$533K Sell
27,510
-116
-0.4% -$2.31K 0.01% 1323
2024
Q3 		$532K Sell
27,626
-948
-3% -$18.7K 0.01% 1315
2024
Q2 		$529K Buy
28,574
+6,333
+28% +$111K 0.01% 1254
2024
Q1 		$442K Sell
22,241
-932
-4% -$17.9K ﹤0.01% 1318
2023
Q4 		$502K Sell
23,173
-2,241
-9% -$39.1K 0.01% 1207
2023
Q3 		$359K Buy
25,414
+1,593
+7% +$24.4K ﹤0.01% 1312
2023
Q2 		$368K Buy
23,821
+481
+2% +$7.45K ﹤0.01% 1326
2023
Q1 		$480K Sell
23,340
-12,713
-35% -$295K 0.01% 1156
2022
Q4 		$764K Sell
36,053
-976
-3% -$19K 0.02% 834
2022
Q3 		$656K Buy
37,029
+2,646
+8% +$44.9K 0.01% 859
2022
Q2 		$499K Buy
34,383
+1,285
+4% +$23.5K 0.01% 982
2022
Q1 		$773K Sell
33,098
-1,867
-5% -$42.7K 0.01% 890
2021
Q4 		$726K Sell
34,965
-2,485
-7% -$52.8K 0.01% 934
2021
Q3 		$755K Hold
37,450
– – 0.01% 855
2021
Q2 		$755K Buy
37,450
+2,824
+8% +$56.5K 0.01% 909
2021
Q1 		$637K Buy
+34,626
New +$604K 0.01% 834
2020
Q4 		– Sell
-27,839
Closed -$344K – 1052
2020
Q3 		$344K Buy
+27,839
New +$362K 0.01% 989

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brinker Capital Investments's CWBC Position: Q2 2026 in Review

Brinker Capital Investments increased its Community West Bancshares (CWBC) stake by 3.2% in Q2 2026, buying an estimated $32.6K and bringing the position to 43,256 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1075.

Brinker Capital Investments first reported a position in CWBC in Q3 2020 and has held it in 23 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Brinker Capital Investments held 43,256 shares of Community West Bancshares worth $1.16M as of Q2 2026.
  • Brinker Capital Investments bought 1,341 Community West Bancshares shares in Q2 2026, an estimated $32.6K.
  • Community West Bancshares made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1075 holding.
  • Brinker Capital Investments first reported a position in Community West Bancshares in Q3 2020 and has held it in 23 quarters since.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.