Morgan Stanley
CWBC

Morgan Stanley’s Community West Bancshares CWBC Stock Holding History

Morgan Stanley’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 		$2.26M Buy
96,958
+17,665
+22% +$413K ﹤0.01% 4686
2025
Q4 		$1.78M Buy
79,293
+14,728
+23% +$323K ﹤0.01% 4891
2025
Q3 		$1.35M Sell
64,565
-3,341
-5% -$68.8K ﹤0.01% 5007
2025
Q2 		$1.32M Buy
67,906
+26,784
+65% +$475K ﹤0.01% 4960
2025
Q1 		$760K Sell
41,122
-1,272
-3% -$23.8K ﹤0.01% 5132
2024
Q4 		$821K Sell
42,394
-10,005
-19% -$199K ﹤0.01% 5190
2024
Q3 		$1.01M Buy
52,399
+28,225
+117% +$555K ﹤0.01% 5034
2024
Q2 		$447K Buy
24,174
+3,136
+15% +$55K ﹤0.01% 5337
2024
Q1 		$418K Sell
21,038
-32,142
-60% -$619K ﹤0.01% 5394
2023
Q4 		$1.19M Buy
53,180
+40,148
+308% +$701K ﹤0.01% 5220
2023
Q3 		$184K Sell
13,032
-1,482
-10% -$22.7K ﹤0.01% 5620
2023
Q2 		$224K Sell
14,514
-23,940
-62% -$371K ﹤0.01% 5607
2023
Q1 		$791K Buy
38,454
+21,528
+127% +$500K ﹤0.01% 4994
2022
Q4 		$358K Buy
16,926
+7,155
+73% +$139K ﹤0.01% 5403
2022
Q3 		$173K Sell
9,771
-3,779
-28% -$64.2K ﹤0.01% 5797
2022
Q2 		$196K Sell
13,550
-10,808
-44% -$198K ﹤0.01% 5912
2022
Q1 		$569K Sell
24,358
-11,855
-33% -$271K ﹤0.01% 5332
2021
Q4 		$753K Buy
36,213
+2,479
+7% +$52.7K ﹤0.01% 5279
2021
Q3 		$726K Buy
33,734
+14,286
+73% +$308K ﹤0.01% 5273
2021
Q2 		$392K Sell
19,448
-32,502
-63% -$650K ﹤0.01% 5678
2021
Q1 		$957K Buy
51,950
+33,219
+177% +$580K ﹤0.01% 4756
2020
Q4 		$278K Buy
18,731
+8,398
+81% +$120K ﹤0.01% 5418
2020
Q3 		$128K Buy
10,333
+2,357
+30% +$30.6K ﹤0.01% 5311
2020
Q2 		$123K Buy
7,976
+1,729
+28% +$23.9K ﹤0.01% 5302
2020
Q1 		$82K Sell
6,247
-16,235
-72% -$289K ﹤0.01% 5265
2019
Q4 		$487K Buy
22,482
+14,920
+197% +$312K ﹤0.01% 4933
2019
Q3 		$153K Buy
7,562
+5,581
+282% +$114K ﹤0.01% 5268
2019
Q2 		$42K Sell
1,981
-7,863
-80% -$157K ﹤0.01% 5677
2019
Q1 		$193K Sell
9,844
-22,206
-69% -$435K ﹤0.01% 5084
2018
Q4 		$605K Buy
32,050
+580
+2% +$11.5K ﹤0.01% 4658
2018
Q3 		$681K Sell
31,470
-6,379
-17% -$137K ﹤0.01% 4805
2018
Q2 		$801K Sell
37,849
-8,267
-18% -$173K ﹤0.01% 4768
2018
Q1 		$902K Buy
46,116
+3,018
+7% +$60.2K ﹤0.01% 4614
2017
Q4 		$870K Buy
43,098
+17,239
+67% +$353K ﹤0.01% 4636
2017
Q3 		$577K Buy
25,859
+2,060
+9% +$42.9K ﹤0.01% 4791
2017
Q2 		$528K Sell
23,799
-2,600
-10% -$55.4K ﹤0.01% 4763
2017
Q1 		$541K Sell
26,399
-12,853
-33% -$260K ﹤0.01% 4779
2016
Q4 		$784K Buy
39,252
+28,630
+270% +$477K ﹤0.01% 4641
2016
Q3 		$168K Sell
10,622
-16,467
-61% -$249K ﹤0.01% 5089
2016
Q2 		$379K Buy
27,089
+21,410
+377% +$273K ﹤0.01% 4590
2016
Q1 		$64K Buy
5,679
+2,860
+101% +$32.7K ﹤0.01% 5511
2015
Q4 		$34K Buy
2,819
+19
+0.7% +$217 ﹤0.01% 5857
2015
Q3 		$34K Sell
2,800
-19
-0.7% -$216 ﹤0.01% 5865
2015
Q2 		$33K Sell
2,819
-299
-10% -$3.28K ﹤0.01% 6002
2015
Q1 		$33K Sell
3,118
-2,534
-45% -$27.6K ﹤0.01% 5922
2014
Q4 		$63K Buy
5,652
+2,834
+101% +$30.9K ﹤0.01% 5734
2014
Q3 		$32K Buy
2,818
+18
+0.6% +$216 ﹤0.01% 5859
2014
Q2 		$37K Buy
2,800
+1,282
+84% +$14.8K ﹤0.01% 5855
2014
Q1 		$18K Buy
1,518
+18
+1% +$205 ﹤0.01% 5989
2013
Q4 		$17K Buy
+1,500
New +$15.9K ﹤0.01% 5908

Other funds holding CWBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SFM
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
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

Morgan Stanley's CWBC Position: Q1 2026 in Review

Morgan Stanley increased its Community West Bancshares (CWBC) stake by 22% in Q1 2026, buying an estimated $413K and bringing the position to 96,958 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #4686.

Morgan Stanley first reported a position in CWBC in Q4 2013 and has held it in 50 quarters since. 126 funds tracked by Wall St. Rank hold CWBC as of Q1 2026.

  • Morgan Stanley held 96,958 shares of Community West Bancshares worth $2.26M as of Q1 2026.
  • Morgan Stanley bought 17,665 Community West Bancshares shares in Q1 2026, an estimated $413K.
  • Community West Bancshares made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4686 holding.
  • Morgan Stanley first reported a position in Community West Bancshares in Q4 2013 and has held it in 50 quarters since.
  • 126 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.