FFM
CWBC

Forum Financial Management’s Community West Bancshares CWBC Stock Holding History

Forum Financial Management’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
-12,668
Closed -$234K – 962
2025
Q1 		$234K Hold
12,668
– – ﹤0.01% 732
2024
Q4 		$245K Buy
+12,668
New +$252K ﹤0.01% 737

Other funds holding CWBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
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

Forum Financial Management's CWBC Position: Q2 2025 in Review

Forum Financial Management sold out of Community West Bancshares (CWBC) in Q2 2025, closing a stake of 12,668 shares — an estimated $234K sold.

Forum Financial Management first reported a position in CWBC in Q4 2024 and held it in 2 quarters. The position peaked at $245K in Q4 2024. 96 funds tracked by Wall St. Rank hold CWBC as of Q2 2025.

  • Forum Financial Management reported no remaining Community West Bancshares position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 12,668 Community West Bancshares shares in Q2 2025, an estimated $234K.
  • Forum Financial Management first reported a position in Community West Bancshares in Q4 2024 and held it in 2 quarters.
  • Forum Financial Management's Community West Bancshares position peaked at $245K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.