IA
CWBC

IFP Advisors’s Community West Bancshares CWBC Stock Holding History

IFP Advisors’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 		$3.28K Buy
122
+21
+21% +$511 ﹤0.01% 4012
2026
Q1 		$2.35K Hold
101
– – ﹤0.01% 3905
2025
Q4 		$2.27K Buy
101
+31
+44% +$679 ﹤0.01% 3792
2025
Q3 		$1.46K Buy
70
+15
+27% +$309 ﹤0.01% 3809
2025
Q2 		$1.11K Buy
+55
New +$976 ﹤0.01% 4187

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

IFP Advisors's CWBC Position: Q2 2026 in Review

IFP Advisors increased its Community West Bancshares (CWBC) stake by 21% in Q2 2026, buying an estimated $511 and bringing the position to 122 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #4012.

IFP Advisors first reported a position in CWBC in Q2 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • IFP Advisors held 122 shares of Community West Bancshares worth $3.28K as of Q2 2026.
  • IFP Advisors bought 21 Community West Bancshares shares in Q2 2026, an estimated $511.
  • Community West Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4012 holding.
  • IFP Advisors first reported a position in Community West Bancshares in Q2 2025 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.