Jones Financial Companies
CWBC

Jones Financial Companies’s Community West Bancshares CWBC Stock Holding History

Jones Financial Companies’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 		$4.46K Buy
166
+34
+26% +$828 ﹤0.01% 4143
2026
Q1 		$2.99K Buy
132
+16
+14% +$374 ﹤0.01% 4034
2025
Q4 		$2.61K Hold
116
– – ﹤0.01% 3745
2025
Q3 		$2.45K Hold
116
– – ﹤0.01% 3618
2025
Q2 		$2.23K Buy
+116
New +$2.06K ﹤0.01% 3438

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

Jones Financial Companies's CWBC Position: Q2 2026 in Review

Jones Financial Companies increased its Community West Bancshares (CWBC) stake by 26% in Q2 2026, buying an estimated $828 and bringing the position to 166 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #4143.

Jones Financial Companies 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.

  • Jones Financial Companies held 166 shares of Community West Bancshares worth $4.46K as of Q2 2026.
  • Jones Financial Companies bought 34 Community West Bancshares shares in Q2 2026, an estimated $828.
  • Community West Bancshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4143 holding.
  • Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.