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MAI Capital Management’s Community West Bancshares CWBC Stock Holding History

MAI Capital Management’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 		– Sell
-55
Closed -$1.28K – 2673
2026
Q1 		$1.28K Buy
55
+39
+244% +$912 ﹤0.01% 4094
2025
Q4 		$360 Buy
+16
New +$350 ﹤0.01% 3919

Other funds holding CWBC

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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 $3.38T AUM 44.17% 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

MAI Capital Management's CWBC Position: Q2 2026 in Review

MAI Capital Management sold out of Community West Bancshares (CWBC) in Q2 2026, closing a stake of 55 shares — an estimated $1.28K sold.

MAI Capital Management first reported a position in CWBC in Q4 2025 and held it in 2 quarters. The position peaked at $1.28K in Q1 2026. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • MAI Capital Management reported no remaining Community West Bancshares position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 55 Community West Bancshares shares in Q2 2026, an estimated $1.28K.
  • MAI Capital Management first reported a position in Community West Bancshares in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Community West Bancshares position peaked at $1.28K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.