EM
CWBC

ELCO Management’s Community West Bancshares CWBC Stock Holding History

ELCO 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
2026
Q2 		$236K Sell
8,796
-1,000
-10% -$24.3K 0.1% 148
2026
Q1 		$228K Buy
+9,796
New +$229K 0.11% 150

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
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
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
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

ELCO Management's CWBC Position: Q2 2026 in Review

ELCO Management reduced its Community West Bancshares (CWBC) stake by 10% in Q2 2026, selling an estimated $24.3K and leaving 8,796 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #148.

ELCO Management first reported a position in CWBC in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • ELCO Management held 8,796 shares of Community West Bancshares worth $236K as of Q2 2026.
  • ELCO Management sold 1,000 Community West Bancshares shares in Q2 2026, an estimated $24.3K.
  • Community West Bancshares made up 0.1% of ELCO Management's portfolio in Q2 2026, its #148 holding.
  • ELCO Management first reported a position in Community West Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.