Marshall Wace

Marshall Wace’s Community West Bancshares CWBC Stock Holding History

Marshall Wace’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	–	Sell	-50,273	Closed	-$1.13M	–	3285
2025 Q4	$1.13M	Sell	50,273 -25,880	-34%	-$567K	﹤0.01%	1866
2025 Q3	$1.59M	Buy	76,153 +20,702	+37%	+$426K	﹤0.01%	1723
2025 Q2	$1.08M	Buy	55,451 +36,499	+193%	+$648K	﹤0.01%	1814
2025 Q1	$350K	Buy	+18,952	New	+$355K	﹤0.01%	2204
2023 Q2	–	Sell	-13,717	Closed	-$282K	–	2548
2023 Q1	$282K	Buy	+13,717	New	+$319K	﹤0.01%	2317
2022 Q1	–	Sell	-727	Closed	-$15K	–	3460
2021 Q4	$15K	Sell	727 -43,497	-98%	-$925K	﹤0.01%	3726
2021 Q3	$951K	Buy	44,224 +10,581	+31%	+$228K	﹤0.01%	2053
2021 Q2	$678K	Buy	+33,643	New	+$673K	﹤0.01%	1988
2020 Q1	–	Sell	-15,223	Closed	-$330K	–	1695
2019 Q4	$330K	Buy	+15,223	New	+$318K	﹤0.01%	1252

Other funds holding CWBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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 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