JO
CWBC

John Overdeck’s Community West Bancshares CWBC Stock Holding History

John Overdeck’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 		$7.71M Buy
+286,953
New +$6.98M 0.01% 1730
2025
Q4 		– Sell
-42,356
Closed -$883K – 4124
2025
Q3 		$883K Buy
42,356
+18,151
+75% +$374K ﹤0.01% 2666
2025
Q2 		$472K Buy
24,205
+1,139
+5% +$20.2K ﹤0.01% 2612
2025
Q1 		$426K Sell
23,066
-9,381
-29% -$176K ﹤0.01% 2589
2024
Q4 		$628K Buy
32,447
+15,616
+93% +$311K ﹤0.01% 2426
2024
Q3 		$324K Buy
+16,831
New +$331K ﹤0.01% 2646
2023
Q4 		– Sell
-18,259
Closed -$258K – 3191
2023
Q3 		$258K Buy
18,259
+100
+0.6% +$1.53K ﹤0.01% 2544
2023
Q2 		$281K Sell
18,159
-10,822
-37% -$168K ﹤0.01% 2536
2023
Q1 		$596K Buy
28,981
+7,822
+37% +$182K ﹤0.01% 2128
2022
Q4 		$448K Sell
21,159
-7,145
-25% -$139K ﹤0.01% 2070
2022
Q3 		$501K Sell
28,304
-22,072
-44% -$375K ﹤0.01% 1778
2022
Q2 		$730K Buy
50,376
+11,339
+29% +$208K ﹤0.01% 1676
2022
Q1 		$912K Buy
39,037
+18,180
+87% +$416K ﹤0.01% 1748
2021
Q4 		$433K Sell
20,857
-15,900
-43% -$338K ﹤0.01% 3381
2021
Q3 		$790K Buy
+36,757
New +$793K ﹤0.01% 2839

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

John Overdeck's CWBC Position: Q2 2026 in Review

John Overdeck opened a new position in Community West Bancshares (CWBC) in Q2 2026: 286,953 shares worth $7.71M. The stake represents 0.01% of the portfolio and ranks #1730 among its holdings. This is a return to the name: John Overdeck previously reported a position in CWBC as recently as Q3 2025.

John Overdeck first reported a position in CWBC in Q3 2021 and has held it in 15 quarters since. 147 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • John Overdeck held 286,953 shares of Community West Bancshares worth $7.71M as of Q2 2026.
  • Community West Bancshares was a new John Overdeck position in Q2 2026.
  • Community West Bancshares made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1730 holding.
  • John Overdeck first reported a position in Community West Bancshares in Q3 2021 and has held it in 15 quarters since.
  • 147 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.