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CWBC

Fourthstone LLC’s Community West Bancshares CWBC Stock Holding History

Fourthstone LLC’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 		– Sell
-1,362,205
Closed -$31.7M – 35
2026
Q1 		$31.7M Buy
1,362,205
+51,308
+4% +$1.2M 5.38% 3
2025
Q4 		$29.5M Sell
1,310,897
-151,889
-10% -$3.33M 5.52% 3
2025
Q3 		$30.5M Sell
1,462,786
-111,138
-7% -$2.29M 5.47% 3
2025
Q2 		$30.7M Sell
1,573,924
-221,642
-12% -$3.93M 6.02% 4
2025
Q1 		$33.2M Buy
1,795,566
+50,901
+3% +$954K 8.23% 4
2024
Q4 		$33.8M Sell
1,744,665
-124,113
-7% -$2.47M 6.6% 4
2024
Q3 		$36M Buy
1,868,778
+149,506
+9% +$2.94M 8.02% 4
2024
Q2 		$31.8M Buy
+1,719,272
New +$30.2M 10.13% 2
2024
Q1 		– Sell
-1,150,657
Closed -$25.7M – 40
2023
Q4 		$25.7M Sell
1,150,657
-29,238
-2% -$511K 5.21% 3
2023
Q3 		$16.6M Buy
1,179,895
+7,166
+0.6% +$110K 3.78% 4
2023
Q2 		$18.1M Buy
1,172,729
+74,517
+7% +$1.15M 4.82% 5
2023
Q1 		$22.6M Buy
1,098,212
+532,374
+94% +$12.4M 7.96% 1
2022
Q4 		$12M Buy
565,838
+242,432
+75% +$4.72M 3.15% 15
2022
Q3 		$5.73M Buy
323,406
+290,351
+878% +$4.93M 1.84% 20
2022
Q2 		$479K Buy
+33,055
New +$606K 0.19% 37
2021
Q3 		– Sell
-22,287
Closed -$453K – 59
2021
Q2 		$453K Buy
+22,287
New +$446K 0.19% 50

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

Fourthstone LLC's CWBC Position: Q2 2026 in Review

Fourthstone LLC sold out of Community West Bancshares (CWBC) in Q2 2026, closing a stake of 1,362,205 shares — an estimated $31.7M sold.

Fourthstone LLC first reported a position in CWBC in Q2 2021 and held it in 16 quarters. The position peaked at $36M in Q3 2024. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Fourthstone LLC reported no remaining Community West Bancshares position as of Q2 2026 after selling out during the quarter.
  • Fourthstone LLC sold 1,362,205 Community West Bancshares shares in Q2 2026, an estimated $31.7M.
  • Fourthstone LLC first reported a position in Community West Bancshares in Q2 2021 and held it in 16 quarters.
  • Fourthstone LLC's Community West Bancshares position peaked at $36M in Q3 2024.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Fourthstone LLC's 13F filing for Q2 2026, filed 14 Aug 2026.