FL
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
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

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VCM
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PMG
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SFM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return