OQS
CWBC

Occudo Quantitative Strategies’s Community West Bancshares CWBC Stock Holding History

Occudo Quantitative Strategies’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 		$246K Buy
+9,175
New +$223K 0.01% 638
2026
Q1 		– Sell
-14,146
Closed -$318K – 780
2025
Q4 		$318K Buy
+14,146
New +$310K 0.02% 490

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Occudo Quantitative Strategies's CWBC Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Community West Bancshares (CWBC) in Q2 2026: 9,175 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in CWBC as recently as Q4 2025.

Occudo Quantitative Strategies first reported a position in CWBC in Q4 2025 and has held it in 2 quarters since. The position peaked at $318K in Q4 2025. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Occudo Quantitative Strategies held 9,175 shares of Community West Bancshares worth $246K as of Q2 2026.
  • Community West Bancshares was a new Occudo Quantitative Strategies position in Q2 2026.
  • Community West Bancshares made up 0.01% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #638 holding.
  • Occudo Quantitative Strategies first reported a position in Community West Bancshares in Q4 2025 and has held it in 2 quarters since.
  • Occudo Quantitative Strategies's Community West Bancshares position peaked at $318K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.