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 Q3	$229K	Hold	8,796	–	–	0.11%	146
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

ELCO Management's CWBC Position: Q3 2026 in Review

ELCO Management held its Community West Bancshares (CWBC) position steady in Q3 2026 at 8,796 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #146.

ELCO Management first reported a position in CWBC in Q1 2026 and has held it in 3 quarters since. The position peaked at $236K in Q2 2026. 7 funds tracked by Wall St. Rank hold CWBC as of Q3 2026.

ELCO Management held 8,796 shares of Community West Bancshares worth $229K as of Q3 2026.
ELCO Management left its Community West Bancshares share count unchanged in Q3 2026.
Community West Bancshares made up 0.11% of ELCO Management's portfolio in Q3 2026, its #146 holding.
ELCO Management first reported a position in Community West Bancshares in Q1 2026 and has held it in 3 quarters since.
ELCO Management's Community West Bancshares position peaked at $236K in Q2 2026.
7 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.