Simplex Trading
CWBC

Simplex Trading’s Community West Bancshares CWBC Stock Holding History

Simplex Trading’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
2025
Q4 		– Sell
-1,300
Closed -$27K – 8824
2025
Q3 		$27K Buy
+1,300
New +$26.8K ﹤0.01% 7061
2024
Q4 		– Sell
-2,600
Closed -$50K – 8687
2024
Q3 		$50K Buy
2,600
+2,200
+550% +$43.3K ﹤0.01% 5875
2024
Q2 		$7K Sell
400
-400
-50% -$7.02K ﹤0.01% 7654
2024
Q1 		$1K Buy
+800
New +$15.4K ﹤0.01% 8549
2023
Q4 		– Sell
-600
Closed -$8K – 8953
2023
Q3 		$8K Buy
+600
New +$9.2K ﹤0.01% 7314
2022
Q3 		– Sell
-2,000
Closed -$29K – 10052
2022
Q2 		$29K Hold
2,000
– – ﹤0.01% 7185
2022
Q1 		$46K Buy
+2,000
New +$45.7K ﹤0.01% 7242

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Simplex Trading's CWBC Position: Q2 2026 in Review

Simplex Trading sold out of Community West Bancshares (CWBC) in Q2 2026, closing a stake of 2,678 shares — an estimated $62.4K sold.

Simplex Trading first reported a position in CWBC in Q2 2023 and held it in 3 quarters. The position peaked at $62.4K in Q1 2026. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Simplex Trading reported no remaining Community West Bancshares position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 2,678 Community West Bancshares shares in Q2 2026, an estimated $62.4K.
  • Simplex Trading first reported a position in Community West Bancshares in Q2 2023 and held it in 3 quarters.
  • Simplex Trading's Community West Bancshares position peaked at $62.4K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.