Physician Wealth Advisors’s Community West Bancshares CWBC Stock Holding History

Physician Wealth 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 Q2	$1.53K	Buy	+57	New	+$1.39K	﹤0.01%	1625

Other funds holding CWBC

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Physician Wealth Advisors's CWBC Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Community West Bancshares (CWBC) in Q2 2026: 57 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #1625 among its holdings.

16 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

Physician Wealth Advisors held 57 shares of Community West Bancshares worth $1.53K as of Q2 2026.
Community West Bancshares was a new Physician Wealth Advisors position in Q2 2026.
Community West Bancshares made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1625 holding.
16 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.