Carson Wealth (CWM LLC)
CWBC

Carson Wealth (CWM LLC)’s Community West Bancshares CWBC Stock Holding History

Carson Wealth (CWM LLC)’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 		$113K Buy
4,844
+1,100
+29% +$25.7K ﹤0.01% 3158
2025
Q4 		$84K Buy
3,744
+560
+18% +$12.3K ﹤0.01% 3196
2025
Q3 		$66K Buy
3,184
+2,288
+255% +$47.1K ﹤0.01% 3300
2025
Q2 		$17K Buy
896
+648
+261% +$11.5K ﹤0.01% 3994
2025
Q1 		$5K Buy
248
+178
+254% +$3.33K ﹤0.01% 4434
2024
Q4 		$1K Buy
70
+12
+21% +$239 ﹤0.01% 4684
2024
Q3 		$1K Buy
+58
New +$1.14K ﹤0.01% 4547

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CWBC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Community West Bancshares (CWBC) stake by 29% in Q1 2026, buying an estimated $25.7K and bringing the position to 4,844 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3158.

Carson Wealth (CWM LLC) first reported a position in CWBC in Q3 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold CWBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,844 shares of Community West Bancshares worth $113K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,100 Community West Bancshares shares in Q1 2026, an estimated $25.7K.
  • Community West Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3158 holding.
  • Carson Wealth (CWM LLC) first reported a position in Community West Bancshares in Q3 2024 and has held it in 7 quarters since.
  • 127 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.