CA
CWBC

Clearstead Advisors’s Community West Bancshares CWBC Stock Holding History

Clearstead Advisors’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 		– Sell
-3
Closed -$68 – 2395
2025
Q4 		$68 Sell
3
-14
-82% -$307 ﹤0.01% 2569
2025
Q3 		$355 Buy
17
+1
+6% +$21 ﹤0.01% 2784
2025
Q2 		$313 Buy
+16
New +$284 ﹤0.01% 2538

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SFM
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Clearstead Advisors's CWBC Position: Q1 2026 in Review

Clearstead Advisors sold out of Community West Bancshares (CWBC) in Q1 2026, closing a stake of 3 shares — an estimated $68 sold.

Clearstead Advisors first reported a position in CWBC in Q2 2025 and held it in 3 quarters. The position peaked at $355 in Q3 2025. 126 funds tracked by Wall St. Rank hold CWBC as of Q1 2026.

  • Clearstead Advisors reported no remaining Community West Bancshares position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 3 Community West Bancshares shares in Q1 2026, an estimated $68.
  • Clearstead Advisors first reported a position in Community West Bancshares in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's Community West Bancshares position peaked at $355 in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.