CIBC Private Wealth Group

CIBC Private Wealth Group’s Community West Bancshares CWBC Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	–	Sell	-1,200	Closed	-$25K	–	3428
2025 Q3	$25K	Hold	1,200	–	–	﹤0.01%	2075
2025 Q2	$23.4K	Sell	1,200 -58	-5%	-$1.03K	﹤0.01%	1958
2025 Q1	$20.7K	Buy	1,258 +58	+5%	+$1.09K	﹤0.01%	1978
2024 Q4	$21.9K	Hold	1,200	–	–	﹤0.01%	2017
2024 Q3	$23.1K	Buy	+1,200	New	+$23.6K	﹤0.01%	2096
2018 Q3	–	Sell	-202	Closed	-$4K	–	1123
2018 Q2	$4K	Buy	202 +1	+0.5%	+$21	﹤0.01%	1756
2018 Q1	$4K	Hold	201	–	–	﹤0.01%	1692
2017 Q4	$4K	Buy	+201	New	+$4.11K	﹤0.01%	1717

Other funds holding CWBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return