PWM
CWBC

Platform Wealth Management’s Community West Bancshares CWBC Stock Holding History

Platform Wealth Management’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 		$666K Buy
+24,791
New +$603K 0.24% 41
2025
Q4 		$558K Buy
+24,791
New +$543K 0.15% 43

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

Platform Wealth Management's CWBC Position: Q2 2026 in Review

Platform Wealth Management opened a new position in Community West Bancshares (CWBC) in Q2 2026: 24,791 shares worth $666K. The stake represents 0.24% of the portfolio and ranks #41 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in CWBC as recently as Q4 2025.

Platform Wealth Management first reported a position in CWBC in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Platform Wealth Management held 24,791 shares of Community West Bancshares worth $666K as of Q2 2026.
  • Community West Bancshares was a new Platform Wealth Management position in Q2 2026.
  • Community West Bancshares made up 0.24% of Platform Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Platform Wealth Management first reported a position in Community West Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.