IEQ Capital
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IEQ Capital’s Community West Bancshares CWBC Stock Holding History

IEQ Capital’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
Q3 		– Sell
-8,440
Closed -$227K – 2017
2026
Q2 		$227K Sell
8,440
-273
-3% -$6.64K ﹤0.01% 1775
2026
Q1 		$203K Buy
+8,713
New +$204K ﹤0.01% 1699

Other funds holding CWBC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bridgewealth Advisory Group
Bridgewealth Advisory Group Fresno, California $535M AUM 8.23% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return

IEQ Capital's CWBC Position: Q3 2026 in Review

IEQ Capital sold out of Community West Bancshares (CWBC) in Q3 2026, closing a stake of 8,440 shares — an estimated $227K sold.

IEQ Capital first reported a position in CWBC in Q1 2026 and held it in 2 quarters. The position peaked at $227K in Q2 2026. 96 funds tracked by Wall St. Rank hold CWBC as of Q3 2026.

  • IEQ Capital reported no remaining Community West Bancshares position as of Q3 2026 after selling out during the quarter.
  • IEQ Capital sold 8,440 Community West Bancshares shares in Q3 2026, an estimated $227K.
  • IEQ Capital first reported a position in Community West Bancshares in Q1 2026 and held it in 2 quarters.
  • IEQ Capital's Community West Bancshares position peaked at $227K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.