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Essential Partners’s Community West Bancshares CWBC Stock Holding History

Essential Partners’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 		$3.38K Hold
130
– – ﹤0.01% 1693
2026
Q2 		$3.49K Sell
130
-88
-40% -$2.14K ﹤0.01% 1708
2026
Q1 		$5.08K Buy
218
+2
+0.9% +$47 ﹤0.01% 1567
2025
Q4 		$4.86K Buy
216
+6
+3% +$131 ﹤0.01% 1441
2025
Q3 		$4.38K Buy
210
+184
+708% +$3.79K ﹤0.01% 1470
2025
Q2 		$507 Buy
+26
New +$461 ﹤0.01% 1697

Other funds holding CWBC

EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Essential Partners's CWBC Position: Q3 2026 in Review

Essential Partners held its Community West Bancshares (CWBC) position steady in Q3 2026 at 130 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Essential Partners first reported a position in CWBC in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.08K in Q1 2026. 7 funds tracked by Wall St. Rank hold CWBC as of Q3 2026.

  • Essential Partners held 130 shares of Community West Bancshares worth $3.38K as of Q3 2026.
  • Essential Partners left its Community West Bancshares share count unchanged in Q3 2026.
  • Community West Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1693 holding.
  • Essential Partners first reported a position in Community West Bancshares in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Community West Bancshares position peaked at $5.08K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.