C
CWBC

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
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

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

Covestor's CWBC Position: Q2 2026 in Review

Covestor opened a new position in Community West Bancshares (CWBC) in Q2 2026: 16 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2536 among its holdings. This is a return to the name: Covestor previously reported a position in CWBC as recently as Q1 2024.

Covestor first reported a position in CWBC in Q3 2023 and has held it in 4 quarters since. The position peaked at $2K in Q4 2023. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Covestor held 16 shares of Community West Bancshares worth $0 as of Q2 2026.
  • Community West Bancshares was a new Covestor position in Q2 2026.
  • Community West Bancshares made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2536 holding.
  • Covestor first reported a position in Community West Bancshares in Q3 2023 and has held it in 4 quarters since.
  • Covestor's Community West Bancshares position peaked at $2K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.