PAG
CWBC

Private Advisor Group’s Community West Bancshares CWBC Stock Holding History

Private Advisor Group’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 		$534K Buy
+19,869
New +$484K ﹤0.01% 1757
2020
Q3 		– Sell
-1,000
Closed -$15K – 1956
2020
Q2 		$15K Buy
+1,000
New +$13.8K ﹤0.01% 2716

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

Private Advisor Group's CWBC Position: Q2 2026 in Review

Private Advisor Group opened a new position in Community West Bancshares (CWBC) in Q2 2026: 19,869 shares worth $534K. The stake represents ﹤0.01% of the portfolio and ranks #1757 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in CWBC as recently as Q2 2020.

Private Advisor Group first reported a position in CWBC in Q2 2020 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Private Advisor Group held 19,869 shares of Community West Bancshares worth $534K as of Q2 2026.
  • Community West Bancshares was a new Private Advisor Group position in Q2 2026.
  • Community West Bancshares made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1757 holding.
  • Private Advisor Group first reported a position in Community West Bancshares in Q2 2020 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 Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.