SFA
CWBC

Sequoia Financial Advisors’s Community West Bancshares CWBC Stock Holding History

Sequoia Financial Advisors’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 		$311K Buy
+11,563
New +$281K ﹤0.01% 1650

Other funds holding CWBC

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Sequoia Financial Advisors's CWBC Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Community West Bancshares (CWBC) in Q2 2026: 11,563 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #1650 among its holdings.

10 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Sequoia Financial Advisors held 11,563 shares of Community West Bancshares worth $311K as of Q2 2026.
  • Community West Bancshares was a new Sequoia Financial Advisors position in Q2 2026.
  • Community West Bancshares made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1650 holding.
  • 10 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.