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

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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.

25 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.
25 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.