Parallel Advisors’s Community West Bancshares CWBC Stock Holding History

Parallel 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
2026 Q3	$937	Sell	36 -51	-59%	-$1.34K	﹤0.01%	3793
2026 Q2	$2.34K	Hold	87	–	–	﹤0.01%	3485
2026 Q1	$2.03K	Buy	+87	New	+$2.04K	﹤0.01%	3360
2024 Q1	–	Sell	-1,000	Closed	-$22.4K	–	3323
2023 Q4	$22.4K	Hold	1,000	–	–	﹤0.01%	1864
2023 Q3	$14.1K	Hold	1,000	–	–	﹤0.01%	2030
2023 Q2	$15.4K	Hold	1,000	–	–	﹤0.01%	1967
2023 Q1	$20.6K	Hold	1,000	–	–	﹤0.01%	1820
2022 Q4	$21.2K	Hold	1,000	–	–	﹤0.01%	1686
2022 Q3	$18K	Hold	1,000	–	–	﹤0.01%	1719
2022 Q2	$15K	Hold	1,000	–	–	﹤0.01%	1797
2022 Q1	$23K	Hold	1,000	–	–	﹤0.01%	1657
2021 Q4	$21K	Hold	1,000	–	–	﹤0.01%	1747
2021 Q3	$22K	Hold	1,000	–	–	﹤0.01%	1685
2021 Q2	$20K	Hold	1,000	–	–	﹤0.01%	1676
2021 Q1	$18K	Hold	1,000	–	–	﹤0.01%	1634
2020 Q4	$15K	Hold	1,000	–	–	﹤0.01%	1609
2020 Q3	$12K	Hold	1,000	–	–	﹤0.01%	1654
2020 Q2	$15K	Hold	1,000	–	–	﹤0.01%	1533
2020 Q1	$13K	Hold	1,000	–	–	﹤0.01%	1485
2019 Q4	$22K	Hold	1,000	–	–	﹤0.01%	1353
2019 Q3	$20K	Hold	1,000	–	–	﹤0.01%	1349
2019 Q2	$21K	Hold	1,000	–	–	﹤0.01%	1258
2019 Q1	$20K	Hold	1,000	–	–	﹤0.01%	1215
2018 Q4	$18K	Hold	1,000	–	–	﹤0.01%	1087
2018 Q3	$22K	Buy	+1,000	New	+$21.5K	﹤0.01%	1101

Other funds holding CWBC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Sharper & Granite El Segundo, California $293M AUM 12.25% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Parallel Advisors's CWBC Position: Q3 2026 in Review

Parallel Advisors reduced its Community West Bancshares (CWBC) stake by 59% in Q3 2026, selling an estimated $1.34K and leaving 36 shares worth $937. The position accounts for ﹤0.01% of the portfolio, ranked #3793.

Parallel Advisors first reported a position in CWBC in Q3 2018 and has held it in 25 quarters since. The position peaked at $23K in Q1 2022. 33 funds tracked by Wall St. Rank hold CWBC as of Q3 2026.

Parallel Advisors held 36 shares of Community West Bancshares worth $937 as of Q3 2026.
Parallel Advisors sold 51 Community West Bancshares shares in Q3 2026, an estimated $1.34K.
Community West Bancshares made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3793 holding.
Parallel Advisors first reported a position in Community West Bancshares in Q3 2018 and has held it in 25 quarters since.
Parallel Advisors's Community West Bancshares position peaked at $23K in Q1 2022.
33 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.