FFA
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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
Q3 		$26.6K Sell
1,020
-2,248
-69% -$58.8K ﹤0.01% 3916
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

EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
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

Farther Finance Advisors's CWBC Position: Q3 2026 in Review

Farther Finance Advisors reduced its Community West Bancshares (CWBC) stake by 69% in Q3 2026, selling an estimated $58.8K and leaving 1,020 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3916.

Farther Finance Advisors first reported a position in CWBC in Q2 2024 and has held it in 10 quarters since. The position peaked at $87.8K in Q2 2026. 7 funds tracked by Wall St. Rank hold CWBC as of Q3 2026.

  • Farther Finance Advisors held 1,020 shares of Community West Bancshares worth $26.6K as of Q3 2026.
  • Farther Finance Advisors sold 2,248 Community West Bancshares shares in Q3 2026, an estimated $58.8K.
  • Community West Bancshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3916 holding.
  • Farther Finance Advisors first reported a position in Community West Bancshares in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's Community West Bancshares position peaked at $87.8K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.