Caldwell Sutter Capital’s Community West Bancshares CWBC Stock Holding History

Caldwell Sutter Capital’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	$1.73M	Hold	74,077	–	–	0.7%	34
2025 Q4	$1.67M	Hold	74,077	–	–	0.71%	34
2025 Q3	$1.54M	Hold	74,077	–	–	0.66%	37
2025 Q2	$1.45M	Hold	74,077	–	–	0.66%	39
2025 Q1	$1.37M	Sell	74,077 -628	-0.8%	-$11.8K	0.65%	39
2024 Q4	$1.45M	Hold	74,705	–	–	0.67%	39
2024 Q3	$1.44M	Hold	74,705	–	–	0.67%	41
2024 Q2	$1.38M	Buy	74,705 +54,662	+273%	+$959K	0.68%	38
2024 Q1	$399K	Hold	20,043	–	–	0.19%	128
2023 Q4	$448K	Hold	20,043	–	–	0.23%	110
2023 Q3	$283K	Hold	20,043	–	–	0.16%	141
2023 Q2	$310K	Hold	20,043	–	–	0.16%	135
2023 Q1	$412K	Hold	20,043	–	–	0.3%	79
2022 Q4	$425K	Buy	+20,043	New	+$390K	0.37%	66

Other funds holding CWBC

BlackRock New York $5.7T 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