Osaic Holdings
CWBC

Osaic Holdings’s Community West Bancshares CWBC Stock Holding History

Osaic Holdings’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 		$19.4K Buy
723
+11
+2% +$268 ﹤0.01% 6190
2026
Q1 		$16.6K Sell
712
-15
-2% -$351 ﹤0.01% 5974
2025
Q4 		$16.4K Buy
727
+324
+80% +$7.1K ﹤0.01% 6003
2025
Q3 		$8.4K Buy
403
+39
+11% +$803 ﹤0.01% 6472
2025
Q2 		$7.1K Buy
364
+334
+1,113% +$5.93K ﹤0.01% 6353
2025
Q1 		$554 Sell
30
-247
-89% -$4.63K ﹤0.01% 6970
2024
Q4 		$5.36K Buy
+277
New +$5.51K ﹤0.01% 6152
2024
Q2 		– Sell
-46
Closed -$915 – 7448
2024
Q1 		$915 Buy
+46
New +$885 ﹤0.01% 6699
2023
Q1 		– Sell
-169
Closed -$4K – 7513
2022
Q4 		$4K Buy
169
+1
+0.6% +$19 ﹤0.01% 6380
2022
Q3 		$3K Sell
168
-69
-29% -$1.17K ﹤0.01% 6600
2022
Q2 		$3K Buy
237
+26
+12% +$476 ﹤0.01% 6704
2022
Q1 		$5K Sell
211
-133
-39% -$3.04K ﹤0.01% 6464
2021
Q4 		$7K Buy
344
+47
+16% +$1K ﹤0.01% 6454
2021
Q3 		$7K Buy
297
+28
+10% +$604 ﹤0.01% 6377
2021
Q2 		$5K Sell
269
-193
-42% -$3.86K ﹤0.01% 6354
2021
Q1 		$9K Buy
462
+195
+73% +$3.4K ﹤0.01% 5920
2020
Q4 		$3K Buy
267
+1
+0.4% +$14 ﹤0.01% 5939
2020
Q3 		$3K Buy
266
+1
+0.4% +$13 ﹤0.01% 5712
2020
Q2 		$3K Buy
265
+22
+9% +$304 ﹤0.01% 5647
2020
Q1 		$3K Buy
+243
New +$4.33K ﹤0.01% 5524

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

Osaic Holdings's CWBC Position: Q2 2026 in Review

Osaic Holdings increased its Community West Bancshares (CWBC) stake by 1.5% in Q2 2026, buying an estimated $268 and bringing the position to 723 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6190.

Osaic Holdings first reported a position in CWBC in Q1 2020 and has held it in 20 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Osaic Holdings held 723 shares of Community West Bancshares worth $19.4K as of Q2 2026.
  • Osaic Holdings bought 11 Community West Bancshares shares in Q2 2026, an estimated $268.
  • Community West Bancshares made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6190 holding.
  • Osaic Holdings first reported a position in Community West Bancshares in Q1 2020 and has held it in 20 quarters since.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.