HRT Financial’s Community West Bancshares CWBC Stock Holding History

HRT Financial’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	$1.24M	Buy	+46,289	New	+$1.13M	﹤0.01%	2032
2023 Q2	–	Sell	-30,007	Closed	-$617K	–	2597
2023 Q1	$617K	Buy	+30,007	New	+$697K	0.01%	1231
2022 Q1	–	Sell	-15,470	Closed	-$321K	–	3237
2021 Q4	$321K	Sell	15,470 -12,799	-45%	-$272K	﹤0.01%	2220
2021 Q3	$607K	Sell	28,269 -2,631	-9%	-$56.8K	﹤0.01%	1808
2021 Q2	$622K	Buy	+30,900	New	+$618K	0.01%	1570

Other funds holding CWBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HRT Financial's CWBC Position: Q2 2026 in Review

HRT Financial opened a new position in Community West Bancshares (CWBC) in Q2 2026: 46,289 shares worth $1.24M. The stake represents ﹤0.01% of the portfolio and ranks #2032 among its holdings. This is a return to the name: HRT Financial previously reported a position in CWBC as recently as Q1 2023.

HRT Financial first reported a position in CWBC in Q2 2021 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

HRT Financial held 46,289 shares of Community West Bancshares worth $1.24M as of Q2 2026.
Community West Bancshares was a new HRT Financial position in Q2 2026.
Community West Bancshares made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2032 holding.
HRT Financial first reported a position in Community West Bancshares in Q2 2021 and has held it in 5 quarters since.
148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.