CW
CWBC

Channel Wealth’s Community West Bancshares CWBC Stock Holding History

Channel Wealth’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 		$259K Sell
9,646
-43
-0.4% -$1.05K 0.06% 162
2026
Q1 		$226K Sell
9,689
-367
-4% -$8.59K 0.05% 159
2025
Q4 		$226K Sell
10,056
-705
-7% -$15.4K 0.06% 157
2025
Q3 		$224K Hold
10,761
– – 0.06% 158
2025
Q2 		$210K Hold
10,761
– – 0.06% 162
2025
Q1 		$199K Sell
10,761
-756
-7% -$14.2K 0.06% 160
2024
Q4 		$223K Sell
11,517
-333
-3% -$6.63K 0.07% 149
2024
Q3 		$228K Sell
11,850
-474
-4% -$9.33K 0.08% 145
2024
Q2 		$228K Buy
+12,324
New +$216K 0.08% 150

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

Channel Wealth's CWBC Position: Q2 2026 in Review

Channel Wealth reduced its Community West Bancshares (CWBC) stake by 0.44% in Q2 2026, selling an estimated $1.05K and leaving 9,646 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #162.

Channel Wealth first reported a position in CWBC in Q2 2024 and has held it in 9 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Channel Wealth held 9,646 shares of Community West Bancshares worth $259K as of Q2 2026.
  • Channel Wealth sold 43 Community West Bancshares shares in Q2 2026, an estimated $1.05K.
  • Community West Bancshares made up 0.06% of Channel Wealth's portfolio in Q2 2026, its #162 holding.
  • Channel Wealth first reported a position in Community West Bancshares in Q2 2024 and has held it in 9 quarters since.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.