Emerald Mutual Fund Advisers Trust’s Community West Bancshares CWBC Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2025 Q3	–	Sell	-19,168	Closed	-$374K	–	226
2025 Q2	$374K	Hold	19,168	–	–	0.02%	169
2025 Q1	$354K	Hold	19,168	–	–	0.03%	164
2024 Q4	$371K	Sell	19,168 -1	-0%	-$20	0.02%	165
2024 Q3	$369K	Hold	19,169	–	–	0.02%	169
2024 Q2	$355K	Buy	+19,169	New	+$336K	0.02%	171
2014 Q1	–	Sell	-69,160	Closed	-$784K	–	224
2013 Q4	$784K	Buy	69,160 +34,580	+100%	+$366K	0.05%	185
2013 Q3	$351K	Hold	34,580	–	–	0.05%	181
2013 Q2	$349K	Buy	+34,580	New	+$307K	0.06%	167

Other funds holding CWBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's CWBC Position: Q3 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Community West Bancshares (CWBC) in Q3 2025, closing a stake of 19,168 shares — an estimated $374K sold.

Emerald Mutual Fund Advisers Trust first reported a position in CWBC in Q2 2013 and held it in 8 quarters. The position peaked at $784K in Q4 2013. 100 funds tracked by Wall St. Rank hold CWBC as of Q3 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Community West Bancshares position as of Q3 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 19,168 Community West Bancshares shares in Q3 2025, an estimated $374K.
Emerald Mutual Fund Advisers Trust first reported a position in Community West Bancshares in Q2 2013 and held it in 8 quarters.
Emerald Mutual Fund Advisers Trust's Community West Bancshares position peaked at $784K in Q4 2013.
100 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2025, filed 30 Oct 2025.