Creative Planning
CWBC

Creative Planning’s Community West Bancshares CWBC Stock Holding History

Creative Planning’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 		$1.93M Buy
71,675
+32,521
+83% +$792K ﹤0.01% 2116
2026
Q1 		$912K Buy
+39,154
New +$916K ﹤0.01% 2539
2016
Q4 		– Sell
-1,342
Closed -$21K – 4654
2016
Q3 		$21K Buy
+1,342
New +$20.3K ﹤0.01% 3027

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

Creative Planning's CWBC Position: Q2 2026 in Review

Creative Planning increased its Community West Bancshares (CWBC) stake by 83% in Q2 2026, buying an estimated $792K and bringing the position to 71,675 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Creative Planning first reported a position in CWBC in Q3 2016 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Creative Planning held 71,675 shares of Community West Bancshares worth $1.93M as of Q2 2026.
  • Creative Planning bought 32,521 Community West Bancshares shares in Q2 2026, an estimated $792K.
  • Community West Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2116 holding.
  • Creative Planning first reported a position in Community West Bancshares in Q3 2016 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.