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
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 $5.72T AUM 30.48% 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 $3.47B AUM 13.39% 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 $2.9T AUM 29.55% 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

Creative Planning's CWBC Position: Q1 2026 in Review

Creative Planning opened a new position in Community West Bancshares (CWBC) in Q1 2026: 39,154 shares worth $912K. The stake represents ﹤0.01% of the portfolio and ranks #2539 among its holdings. This is a return to the name: Creative Planning previously reported a position in CWBC as recently as Q3 2016.

Creative Planning first reported a position in CWBC in Q3 2016 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold CWBC as of Q1 2026.

  • Creative Planning held 39,154 shares of Community West Bancshares worth $912K as of Q1 2026.
  • Community West Bancshares was a new Creative Planning position in Q1 2026.
  • Community West Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2539 holding.
  • Creative Planning first reported a position in Community West Bancshares in Q3 2016 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.