Planning Center Inc’s Community West Bancshares CWBC Stock Holding History

Planning Center Inc’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	$437K	Buy	+16,283	New	+$396K	0.04%	55

Other funds holding CWBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Planning Center Inc's CWBC Position: Q2 2026 in Review

Planning Center Inc opened a new position in Community West Bancshares (CWBC) in Q2 2026: 16,283 shares worth $437K. The stake represents 0.04% of the portfolio and ranks #55 among its holdings.

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

Planning Center Inc held 16,283 shares of Community West Bancshares worth $437K as of Q2 2026.
Community West Bancshares was a new Planning Center Inc position in Q2 2026.
Community West Bancshares made up 0.04% of Planning Center Inc's portfolio in Q2 2026, its #55 holding.
148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.