RFP
CWBC

Root Financial Partners’s Community West Bancshares CWBC Stock Holding History

Root Financial Partners’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 		– Sell
-27
Closed -$629 – 1058
2026
Q1 		$629 Buy
+27
New +$632 ﹤0.01% 2789

Other funds holding CWBC

BAG
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KPWS
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PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PCI
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SFA
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's CWBC Position: Q2 2026 in Review

Root Financial Partners sold out of Community West Bancshares (CWBC) in Q2 2026, closing a stake of 27 shares — an estimated $629 sold.

Root Financial Partners first reported a position in CWBC in Q1 2026 and held it in 1 quarter. The position peaked at $629 in Q1 2026. 25 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Root Financial Partners reported no remaining Community West Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 27 Community West Bancshares shares in Q2 2026, an estimated $629.
  • Root Financial Partners first reported a position in Community West Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Community West Bancshares position peaked at $629 in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.