Salem Investment Counselors’s Community West Bancshares CWBC Stock Holding History

Salem Investment Counselors’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	$8.06K	Hold	300	–	–	﹤0.01%	941
2026 Q1	$6.99K	Buy	+300	New	+$7.02K	﹤0.01%	936
2025 Q4	–	Sell	-300	Closed	-$6.25K	–	566
2025 Q3	$6.25K	Hold	300	–	–	﹤0.01%	950
2025 Q2	$5.85K	Hold	300	–	–	﹤0.01%	924
2025 Q1	$5.54K	Hold	300	–	–	﹤0.01%	919
2024 Q4	$5.81K	Hold	300	–	–	﹤0.01%	907
2024 Q3	$5.78K	Hold	300	–	–	﹤0.01%	913
2024 Q2	$5.55K	Hold	300	–	–	﹤0.01%	908
2024 Q1	$5.97K	Hold	300	–	–	﹤0.01%	903
2023 Q4	$6.71K	Hold	300	–	–	﹤0.01%	868
2023 Q3	$4.23K	Hold	300	–	–	﹤0.01%	912
2023 Q2	$4.63K	Hold	300	–	–	﹤0.01%	926
2023 Q1	$6.17K	Hold	300	–	–	﹤0.01%	885
2022 Q4	$6.35K	Hold	300	–	–	﹤0.01%	851
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	854
2022 Q2	$4K	Hold	300	–	–	﹤0.01%	900
2022 Q1	$7K	Hold	300	–	–	﹤0.01%	801
2021 Q4	$6K	Buy	+300	New	+$6.38K	﹤0.01%	898

Other funds holding CWBC

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

Salem Investment Counselors's CWBC Position: Q2 2026 in Review

Salem Investment Counselors held its Community West Bancshares (CWBC) position steady in Q2 2026 at 300 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Salem Investment Counselors first reported a position in CWBC in Q4 2021 and has held it in 18 quarters since. 26 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

Salem Investment Counselors held 300 shares of Community West Bancshares worth $8.06K as of Q2 2026.
Salem Investment Counselors left its Community West Bancshares share count unchanged in Q2 2026.
Community West Bancshares made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #941 holding.
Salem Investment Counselors first reported a position in Community West Bancshares in Q4 2021 and has held it in 18 quarters since.
26 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.