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

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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. 148 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.
  • 148 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.