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
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 $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
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

Integrated Wealth Concepts's CWBC Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Community West Bancshares (CWBC) in Q1 2026: 9,845 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CWBC as recently as Q4 2023.

Integrated Wealth Concepts first reported a position in CWBC in Q4 2023 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold CWBC as of Q1 2026.

  • Integrated Wealth Concepts held 9,845 shares of Community West Bancshares worth $229K as of Q1 2026.
  • Community West Bancshares was a new Integrated Wealth Concepts position in Q1 2026.
  • Community West Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2020 holding.
  • Integrated Wealth Concepts first reported a position in Community West Bancshares in Q4 2023 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.