Private Wealth Advisors (California)’s Community West Bancshares CWBC Stock Holding History

Private Wealth Advisors (California)’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
2025 Q2	–	Sell	-15,088	Closed	-$279K	–	86
2025 Q1	$279K	Buy	15,088 +94	+0.6%	+$1.76K	0.1%	76
2024 Q4	$290K	Buy	14,994 +84	+0.6%	+$1.67K	0.11%	79
2024 Q3	$280K	Buy	14,910 +90	+0.6%	+$1.77K	0.11%	73
2024 Q2	$267K	Buy	14,820 +101	+0.7%	+$1.77K	0.1%	72
2024 Q1	$293K	Buy	14,719 +99	+0.7%	+$1.91K	0.12%	68
2023 Q4	$327K	Buy	14,620 +99	+0.7%	+$1.73K	0.13%	60
2023 Q3	$205K	Sell	14,521 -442	-3%	-$6.78K	0.09%	73
2023 Q2	$231K	Buy	14,963 +125	+0.8%	+$1.94K	0.09%	72
2023 Q1	$305K	Buy	+14,838	New	+$345K	0.13%	68

Other funds holding CWBC

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Private Wealth Advisors (California)'s CWBC Position: Q2 2025 in Review

Private Wealth Advisors (California) sold out of Community West Bancshares (CWBC) in Q2 2025, closing a stake of 15,088 shares — an estimated $279K sold.

Private Wealth Advisors (California) first reported a position in CWBC in Q1 2023 and held it in 9 quarters. The position peaked at $327K in Q4 2023. 96 funds tracked by Wall St. Rank hold CWBC as of Q2 2025.

Private Wealth Advisors (California) reported no remaining Community West Bancshares position as of Q2 2025 after selling out during the quarter.
Private Wealth Advisors (California) sold 15,088 Community West Bancshares shares in Q2 2025, an estimated $279K.
Private Wealth Advisors (California) first reported a position in Community West Bancshares in Q1 2023 and held it in 9 quarters.
Private Wealth Advisors (California)'s Community West Bancshares position peaked at $327K in Q4 2023.
96 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2025.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2025, filed 14 Aug 2025.