SG
CWBC

Sharper & Granite’s Community West Bancshares CWBC Stock Holding History

Sharper & Granite’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 		$278K Hold
10,362
– – 0.09% 102
2026
Q1 		$241K Hold
10,362
– – 0.08% 100
2025
Q4 		$233K Hold
10,362
– – 0.08% 102
2025
Q3 		$216K Hold
10,362
– – 0.08% 101
2025
Q2 		$216K Hold
10,362
– – 0.08% 104
2025
Q1 		$191K Hold
10,362
– – 0.08% 100
2024
Q4 		$201K Hold
10,362
– – 0.09% 102
2024
Q3 		$200K Hold
10,362
– – 0.09% 100
2024
Q2 		$192K Buy
+10,362
New +$182K 0.09% 97
2024
Q1 		– Sell
-10,362
Closed -$232K – 97
2023
Q4 		$232K Hold
10,362
– – 0.12% 93
2023
Q3 		$146K Hold
10,362
– – 0.08% 96
2023
Q2 		$160K Hold
10,362
– – 0.09% 98
2023
Q1 		$213K Hold
10,362
– – 0.13% 95
2022
Q4 		$219K Buy
+10,362
New +$202K 0.15% 94

Other funds holding CWBC

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Sharper & Granite's CWBC Position: Q2 2026 in Review

Sharper & Granite held its Community West Bancshares (CWBC) position steady in Q2 2026 at 10,362 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #102.

Sharper & Granite first reported a position in CWBC in Q4 2022 and has held it in 14 quarters since. 10 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Sharper & Granite held 10,362 shares of Community West Bancshares worth $278K as of Q2 2026.
  • Sharper & Granite left its Community West Bancshares share count unchanged in Q2 2026.
  • Community West Bancshares made up 0.09% of Sharper & Granite's portfolio in Q2 2026, its #102 holding.
  • Sharper & Granite first reported a position in Community West Bancshares in Q4 2022 and has held it in 14 quarters since.
  • 10 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.