MYIA
CWBC

Mount Yale Investment Advisors’s Community West Bancshares CWBC Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-25,458
Closed -$497K – 879
2025
Q2 		$497K Buy
25,458
+10,961
+76% +$194K 0.04% 346
2025
Q1 		$268K Hold
14,497
– – 0.02% 467
2024
Q4 		$281K Hold
14,497
– – 0.02% 459
2024
Q3 		$279K Hold
14,497
– – 0.03% 461
2024
Q2 		$268K Buy
+14,497
New +$254K 0.02% 460

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Mount Yale Investment Advisors's CWBC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Community West Bancshares (CWBC) in Q3 2025, closing a stake of 25,458 shares — an estimated $497K sold.

Mount Yale Investment Advisors first reported a position in CWBC in Q2 2024 and held it in 5 quarters. The position peaked at $497K in Q2 2025. 100 funds tracked by Wall St. Rank hold CWBC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Community West Bancshares position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 25,458 Community West Bancshares shares in Q3 2025, an estimated $497K.
  • Mount Yale Investment Advisors first reported a position in Community West Bancshares in Q2 2024 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Community West Bancshares position peaked at $497K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.