MassMutual Private Wealth & Trust’s Community West Bancshares CWBC Stock Holding History

MassMutual Private Wealth & Trust’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	$618	Hold	23	–	–	﹤0.01%	2250
2026 Q1	$536	Hold	23	–	–	﹤0.01%	2220
2025 Q4	$518	Hold	23	–	–	﹤0.01%	2233
2025 Q3	$479	Hold	23	–	–	﹤0.01%	2244
2025 Q2	$449	Sell	23 -76	-77%	-$1.35K	﹤0.01%	2239
2025 Q1	$1.83K	Buy	99 +76	+330%	+$1.42K	﹤0.01%	1948
2024 Q4	$446	Buy	+23	New	+$458	﹤0.01%	2153
2024 Q3	–	Sell	-58	Closed	-$1.07K	–	2158
2024 Q2	$1.07K	Buy	+58	New	+$1.02K	﹤0.01%	1799

Other funds holding CWBC

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

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's CWBC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Community West Bancshares (CWBC) position steady in Q2 2026 at 23 shares worth $618. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

MassMutual Private Wealth & Trust first reported a position in CWBC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.83K in Q1 2025. 28 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

MassMutual Private Wealth & Trust held 23 shares of Community West Bancshares worth $618 as of Q2 2026.
MassMutual Private Wealth & Trust left its Community West Bancshares share count unchanged in Q2 2026.
Community West Bancshares made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2250 holding.
MassMutual Private Wealth & Trust first reported a position in Community West Bancshares in Q2 2024 and has held it in 8 quarters since.
MassMutual Private Wealth & Trust's Community West Bancshares position peaked at $1.83K in Q1 2025.
28 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.