IWC
CWBC

Integrated Wealth Concepts’s Community West Bancshares CWBC Stock Holding History

Integrated Wealth Concepts’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 		$281K Buy
10,462
+617
+6% +$15K ﹤0.01% 2015
2026
Q1 		$229K Buy
+9,845
New +$230K ﹤0.01% 2020
2024
Q1 		– Sell
-9,416
Closed -$210K – 1657
2023
Q4 		$210K Buy
+9,416
New +$164K ﹤0.01% 1445

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

Integrated Wealth Concepts's CWBC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Community West Bancshares (CWBC) stake by 6.3% in Q2 2026, buying an estimated $15K and bringing the position to 10,462 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Integrated Wealth Concepts first reported a position in CWBC in Q4 2023 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Integrated Wealth Concepts held 10,462 shares of Community West Bancshares worth $281K as of Q2 2026.
  • Integrated Wealth Concepts bought 617 Community West Bancshares shares in Q2 2026, an estimated $15K.
  • Community West Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2015 holding.
  • Integrated Wealth Concepts first reported a position in Community West Bancshares in Q4 2023 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.