Orion Portfolio Solutions’s Community West Bancshares CWBC Stock Holding History

Orion Portfolio Solutions’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 Q1	$503K	Sell	27,210 -300	-1%	-$5.62K	﹤0.01%	1422
2024 Q4	$533K	Sell	27,510 -116	-0.4%	-$2.31K	0.01%	1323
2024 Q3	$532K	Sell	27,626 -948	-3%	-$18.7K	0.01%	1315
2024 Q2	$529K	Buy	28,574 +6,333	+28%	+$111K	0.01%	1254
2024 Q1	$442K	Sell	22,241 -932	-4%	-$17.9K	﹤0.01%	1318
2023 Q4	$502K	Sell	23,173 -2,241	-9%	-$39.1K	0.01%	1207
2023 Q3	$359K	Buy	25,414 +1,593	+7%	+$24.4K	﹤0.01%	1312
2023 Q2	$368K	Buy	23,821 +481	+2%	+$7.45K	﹤0.01%	1326
2023 Q1	$480K	Buy	+23,340	New	+$542K	0.01%	1156

Other funds holding CWBC

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Orion Portfolio Solutions's CWBC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Community West Bancshares (CWBC) stake by 1.1% in Q1 2025, selling an estimated $5.62K and leaving 27,210 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Orion Portfolio Solutions first reported a position in CWBC in Q1 2023 and has held it in 9 quarters since. The position peaked at $533K in Q4 2024. 100 funds tracked by Wall St. Rank hold CWBC as of Q1 2025.

Orion Portfolio Solutions held 27,210 shares of Community West Bancshares worth $503K as of Q1 2025.
Orion Portfolio Solutions sold 300 Community West Bancshares shares in Q1 2025, an estimated $5.62K.
Community West Bancshares made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1422 holding.
Orion Portfolio Solutions first reported a position in Community West Bancshares in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Community West Bancshares position peaked at $533K in Q4 2024.
100 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.