FFA
CWBC

Farther Finance Advisors’s Community West Bancshares CWBC Stock Holding History

Farther Finance Advisors’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 		$87.8K Sell
3,268
-20
-0.6% -$487 ﹤0.01% 2807
2026
Q1 		$76.3K Sell
3,288
-93
-3% -$2.18K ﹤0.01% 2707
2025
Q4 		$76.1K Buy
3,381
+3,270
+2,946% +$71.6K ﹤0.01% 2522
2025
Q3 		$2.31K Buy
111
+107
+2,675% +$2.2K ﹤0.01% 4084
2025
Q2 		$78 Sell
4
-254
-98% -$4.51K ﹤0.01% 4334
2025
Q1 		$4.75K Sell
258
-56
-18% -$1.05K ﹤0.01% 3087
2024
Q4 		$6.08K Buy
314
+310
+7,750% +$6.17K ﹤0.01% 2581
2024
Q3 		$77 Hold
4
– – ﹤0.01% 3818
2024
Q2 		$72 Buy
+4
New +$70 ﹤0.01% 3648

Other funds holding CWBC

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's CWBC Position: Q2 2026 in Review

Farther Finance Advisors reduced its Community West Bancshares (CWBC) stake by 0.61% in Q2 2026, selling an estimated $487 and leaving 3,268 shares worth $87.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

Farther Finance Advisors first reported a position in CWBC in Q2 2024 and has held it in 9 quarters since. 10 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Farther Finance Advisors held 3,268 shares of Community West Bancshares worth $87.8K as of Q2 2026.
  • Farther Finance Advisors sold 20 Community West Bancshares shares in Q2 2026, an estimated $487.
  • Community West Bancshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2807 holding.
  • Farther Finance Advisors first reported a position in Community West Bancshares in Q2 2024 and has held it in 9 quarters since.
  • 10 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.