CCM
CWBC

Coldstream Capital Management’s Community West Bancshares CWBC Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-1,256
Closed -$23.2K – 1649
2025
Q1 		$23.2K Buy
+1,256
New +$23.5K ﹤0.01% 2045

Other funds holding CWBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Coldstream Capital Management's CWBC Position: Q2 2025 in Review

Coldstream Capital Management sold out of Community West Bancshares (CWBC) in Q2 2025, closing a stake of 1,256 shares — an estimated $23.2K sold.

Coldstream Capital Management first reported a position in CWBC in Q1 2025 and held it in 1 quarter. The position peaked at $23.2K in Q1 2025. 96 funds tracked by Wall St. Rank hold CWBC as of Q2 2025.

  • Coldstream Capital Management reported no remaining Community West Bancshares position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,256 Community West Bancshares shares in Q2 2025, an estimated $23.2K.
  • Coldstream Capital Management first reported a position in Community West Bancshares in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Community West Bancshares position peaked at $23.2K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.