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 Q2	$2.74M	Buy	+101,851	New	+$2.48M	﹤0.01%	1672
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Marshall Wace's CWBC Position: Q2 2026 in Review

Marshall Wace opened a new position in Community West Bancshares (CWBC) in Q2 2026: 101,851 shares worth $2.74M. The stake represents ﹤0.01% of the portfolio and ranks #1672 among its holdings. This is a return to the name: Marshall Wace previously reported a position in CWBC as recently as Q4 2025.

Marshall Wace first reported a position in CWBC in Q4 2019 and has held it in 10 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

Marshall Wace held 101,851 shares of Community West Bancshares worth $2.74M as of Q2 2026.
Community West Bancshares was a new Marshall Wace position in Q2 2026.
Community West Bancshares made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1672 holding.
Marshall Wace first reported a position in Community West Bancshares in Q4 2019 and has held it in 10 quarters since.
148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.