First Trust Advisors
CWBC

First Trust Advisors’s Community West Bancshares CWBC Stock Holding History

First Trust 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 		$2.34M Buy
87,057
+6,171
+8% +$150K ﹤0.01% 1944
2026
Q1 		$1.88M Buy
80,886
+19,442
+32% +$455K ﹤0.01% 1940
2025
Q4 		$1.38M Sell
61,444
-1,610
-3% -$35.3K ﹤0.01% 2044
2025
Q3 		$1.31M Buy
63,054
+50,889
+418% +$1.05M ﹤0.01% 2016
2025
Q2 		$237K Buy
12,165
+794
+7% +$14.1K ﹤0.01% 2480
2025
Q1 		$210K Sell
11,371
-157
-1% -$2.94K ﹤0.01% 2455
2024
Q4 		$223K Buy
11,528
+69
+0.6% +$1.37K ﹤0.01% 2452
2024
Q3 		$221K Buy
+11,459
New +$225K ﹤0.01% 2300
2022
Q3 		– Sell
-14,614
Closed -$212K – 2500
2022
Q2 		$212K Sell
14,614
-733
-5% -$13.4K ﹤0.01% 2375
2022
Q1 		$358K Sell
15,347
-988
-6% -$22.6K ﹤0.01% 2337
2021
Q4 		$339K Sell
16,335
-3,159
-16% -$67.2K ﹤0.01% 2370
2021
Q3 		$419K Buy
+19,494
New +$420K ﹤0.01% 2323
2019
Q2 		– Sell
-11,837
Closed -$231K – 2441
2019
Q1 		$231K Sell
11,837
-2,691
-19% -$52.7K ﹤0.01% 2322
2018
Q4 		$274K Buy
+14,528
New +$289K ﹤0.01% 2280
2018
Q3 		– Sell
-11,694
Closed -$247K – 2447
2018
Q2 		$247K Sell
11,694
-13,972
-54% -$293K ﹤0.01% 2316
2018
Q1 		$502K Buy
25,666
+173
+0.7% +$3.45K ﹤0.01% 2023
2017
Q4 		$514K Buy
25,493
+2,114
+9% +$43.3K ﹤0.01% 2079
2017
Q3 		$521K Sell
23,379
-2,865
-11% -$59.7K ﹤0.01% 2075
2017
Q2 		$582K Sell
26,244
-3,461
-12% -$73.7K ﹤0.01% 2027
2017
Q1 		$609K Sell
29,705
-716
-2% -$14.5K ﹤0.01% 2007
2016
Q4 		$607K Buy
+30,421
New +$507K ﹤0.01% 2038

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors's CWBC Position: Q2 2026 in Review

First Trust Advisors increased its Community West Bancshares (CWBC) stake by 7.6% in Q2 2026, buying an estimated $150K and bringing the position to 87,057 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

First Trust Advisors first reported a position in CWBC in Q4 2016 and has held it in 21 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • First Trust Advisors held 87,057 shares of Community West Bancshares worth $2.34M as of Q2 2026.
  • First Trust Advisors bought 6,171 Community West Bancshares shares in Q2 2026, an estimated $150K.
  • Community West Bancshares made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1944 holding.
  • First Trust Advisors first reported a position in Community West Bancshares in Q4 2016 and has held it in 21 quarters since.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.