Empowered Funds’s Community West Bancshares CWBC Stock Holding History

Empowered Funds’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 Q2	–	Sell	-31,579	Closed	-$584K	–	1773
2025 Q1	$584K	Sell	31,579 -35,435	-53%	-$664K	0.01%	1160
2024 Q4	$1.3M	Sell	67,014 -9,444	-12%	-$188K	0.02%	900
2024 Q3	$1.47M	Buy	76,458 +3,886	+5%	+$76.5K	0.02%	783
2024 Q2	$1.34M	Buy	+72,572	New	+$1.27M	0.02%	759
2024 Q1	–	Sell	-37,499	Closed	-$838K	–	1387
2023 Q4	$838K	Buy	37,499 +3,264	+10%	+$57K	0.02%	835
2023 Q3	$483K	Buy	34,235 +2,686	+9%	+$41.2K	0.01%	930
2023 Q2	$487K	Buy	+31,549	New	+$489K	0.02%	829

Other funds holding CWBC

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

BlackRock New York $5.72T AUM 30.48% 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 $3.47B AUM 13.39% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 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

Empowered Funds's CWBC Position: Q2 2025 in Review

Empowered Funds sold out of Community West Bancshares (CWBC) in Q2 2025, closing a stake of 31,579 shares — an estimated $584K sold.

Empowered Funds first reported a position in CWBC in Q2 2023 and held it in 7 quarters. The position peaked at $1.47M in Q3 2024. 96 funds tracked by Wall St. Rank hold CWBC as of Q2 2025.

Empowered Funds reported no remaining Community West Bancshares position as of Q2 2025 after selling out during the quarter.
Empowered Funds sold 31,579 Community West Bancshares shares in Q2 2025, an estimated $584K.
Empowered Funds first reported a position in Community West Bancshares in Q2 2023 and held it in 7 quarters.
Empowered Funds's Community West Bancshares position peaked at $1.47M in Q3 2024.
96 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2025.

Based on Empowered Funds's 13F filing for Q2 2025, filed 11 Aug 2025.