Raymond James Financial
CWBC

Raymond James Financial’s Community West Bancshares CWBC Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-2,366
Closed -$46.2K – 5378
2025
Q2 		$46.2K Buy
+2,366
New +$42K ﹤0.01% 5214

Other funds holding CWBC

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FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
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

Raymond James Financial's CWBC Position: Q3 2025 in Review

Raymond James Financial sold out of Community West Bancshares (CWBC) in Q3 2025, closing a stake of 2,366 shares — an estimated $46.2K sold.

Raymond James Financial first reported a position in CWBC in Q2 2025 and held it in 1 quarter. The position peaked at $46.2K in Q2 2025. 100 funds tracked by Wall St. Rank hold CWBC as of Q3 2025.

  • Raymond James Financial reported no remaining Community West Bancshares position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,366 Community West Bancshares shares in Q3 2025, an estimated $46.2K.
  • Raymond James Financial first reported a position in Community West Bancshares in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Community West Bancshares position peaked at $46.2K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.