KFP
CWBC

Kerr Financial Planning’s Community West Bancshares CWBC Stock Holding History

Kerr Financial Planning’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 		$42.4K Buy
1,577
+8
+0.5% +$195 0.05% 197
2026
Q1 		$37.9K Buy
+1,569
New +$36.7K 0.03% 202

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

Kerr Financial Planning's CWBC Position: Q2 2026 in Review

Kerr Financial Planning increased its Community West Bancshares (CWBC) stake by 0.51% in Q2 2026, buying an estimated $195 and bringing the position to 1,577 shares worth $42.4K. The position accounts for 0.05% of the portfolio, ranked #197.

Kerr Financial Planning first reported a position in CWBC in Q1 2026 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Kerr Financial Planning held 1,577 shares of Community West Bancshares worth $42.4K as of Q2 2026.
  • Kerr Financial Planning bought 8 Community West Bancshares shares in Q2 2026, an estimated $195.
  • Community West Bancshares made up 0.05% of Kerr Financial Planning's portfolio in Q2 2026, its #197 holding.
  • Kerr Financial Planning first reported a position in Community West Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.