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 Q2	$2.11M	Buy	78,625 +4,548	+6%	+$111K	0.8%	26
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 $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

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

Caldwell Sutter Capital's CWBC Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Community West Bancshares (CWBC) stake by 6.1% in Q2 2026, buying an estimated $111K and bringing the position to 78,625 shares worth $2.11M. The position accounts for 0.8% of the portfolio, ranked #26.

Caldwell Sutter Capital first reported a position in CWBC in Q4 2022 and has held it in 15 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

Caldwell Sutter Capital held 78,625 shares of Community West Bancshares worth $2.11M as of Q2 2026.
Caldwell Sutter Capital bought 4,548 Community West Bancshares shares in Q2 2026, an estimated $111K.
Community West Bancshares made up 0.8% of Caldwell Sutter Capital's portfolio in Q2 2026, its #26 holding.
Caldwell Sutter Capital first reported a position in Community West Bancshares in Q4 2022 and has held it in 15 quarters since.
148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.