SEI Investments’s Community West Bancshares CWBC Stock Holding History

SEI Investments’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	$1.02M	Sell	37,907 -33,077	-47%	-$805K	﹤0.01%	2285
2026 Q1	$1.65M	Buy	70,984 +43,590	+159%	+$1.02M	﹤0.01%	2096
2025 Q4	$616K	Buy	+27,394	New	+$600K	﹤0.01%	2416
2022 Q1	–	Sell	-10,900	Closed	-$226K	–	2600
2021 Q4	$226K	Sell	10,900 -800	-7%	-$17K	﹤0.01%	2433
2021 Q3	$252K	Buy	+11,700	New	+$252K	﹤0.01%	2379

Other funds holding CWBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SEI Investments's CWBC Position: Q2 2026 in Review

SEI Investments reduced its Community West Bancshares (CWBC) stake by 47% in Q2 2026, selling an estimated $805K and leaving 37,907 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

SEI Investments first reported a position in CWBC in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.65M in Q1 2026. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

SEI Investments held 37,907 shares of Community West Bancshares worth $1.02M as of Q2 2026.
SEI Investments sold 33,077 Community West Bancshares shares in Q2 2026, an estimated $805K.
Community West Bancshares made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2285 holding.
SEI Investments first reported a position in Community West Bancshares in Q3 2021 and has held it in 5 quarters since.
SEI Investments's Community West Bancshares position peaked at $1.65M in Q1 2026.
148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.