Covestor
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Covestor’s Community West Bancshares CWBC Stock Holding History

Covestor’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
Q3 		$0 Sell
12
-4
-25% -$105 ﹤0.01% 2452
2026
Q2 		$0 Buy
+16
New +$389 ﹤0.01% 2536
2024
Q2 		– Sell
-27
Closed -$1K – 2309
2024
Q1 		$1K Sell
27
-46
-63% -$885 ﹤0.01% 1936
2023
Q4 		$2K Buy
73
+27
+59% +$472 ﹤0.01% 1838
2023
Q3 		$1K Buy
+46
New +$705 ﹤0.01% 1910

Other funds holding CWBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Covestor's CWBC Position: Q3 2026 in Review

Covestor reduced its Community West Bancshares (CWBC) stake by 25% in Q3 2026, selling an estimated $105 and leaving 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Covestor first reported a position in CWBC in Q3 2023 and has held it in 5 quarters since. The position peaked at $2K in Q4 2023. 46 funds tracked by Wall St. Rank hold CWBC as of Q3 2026.

  • Covestor held 12 shares of Community West Bancshares worth $0 as of Q3 2026.
  • Covestor sold 4 Community West Bancshares shares in Q3 2026, an estimated $105.
  • Community West Bancshares made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2452 holding.
  • Covestor first reported a position in Community West Bancshares in Q3 2023 and has held it in 5 quarters since.
  • Covestor's Community West Bancshares position peaked at $2K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.