RIL
CWBC

Rothschild Investment LLC’s Community West Bancshares CWBC Stock Holding History

Rothschild Investment LLC’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 		$2.82K Buy
105
+43
+69% +$1.05K ﹤0.01% 2602
2026
Q1 		$1.45K Buy
62
+47
+313% +$1.1K ﹤0.01% 2711
2025
Q4 		$338 Buy
15
+4
+36% +$88 ﹤0.01% 3021
2025
Q3 		$229 Buy
+11
New +$226 ﹤0.01% 2989
2025
Q2 		– Sell
-45
Closed -$832 – 3064
2025
Q1 		$832 Buy
45
+15
+50% +$281 ﹤0.01% 2435
2024
Q4 		$581 Buy
+30
New +$597 ﹤0.01% 2474

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's CWBC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Community West Bancshares (CWBC) stake by 69% in Q2 2026, buying an estimated $1.05K and bringing the position to 105 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

Rothschild Investment LLC first reported a position in CWBC in Q4 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Rothschild Investment LLC held 105 shares of Community West Bancshares worth $2.82K as of Q2 2026.
  • Rothschild Investment LLC bought 43 Community West Bancshares shares in Q2 2026, an estimated $1.05K.
  • Community West Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2602 holding.
  • Rothschild Investment LLC first reported a position in Community West Bancshares in Q4 2024 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.