Spire Wealth Management’s Community West Bancshares CWBC Stock Holding History

Spire Wealth Management’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 Q1	–	Sell	-340	Closed	-$7.65K	–	2292
2025 Q4	$7.65K	Sell	340 -957	-74%	-$21K	﹤0.01%	1801
2025 Q3	$27K	Hold	1,297	–	–	﹤0.01%	1427
2025 Q2	$25.3K	Sell	1,297 -79	-6%	-$1.4K	﹤0.01%	1425
2025 Q1	$25.4K	Hold	1,376	–	–	﹤0.01%	1521
2024 Q4	$26.7K	Buy	+1,376	New	+$27.4K	﹤0.01%	1525
2024 Q2	–	Sell	-1,448	Closed	-$28.8K	–	2240
2024 Q1	$28.8K	Hold	1,448	–	–	﹤0.01%	1401
2023 Q4	$28.8K	Hold	1,448	–	–	﹤0.01%	1402
2023 Q3	$20.4K	Hold	1,448	–	–	﹤0.01%	1493
2023 Q2	$22.4K	Hold	1,448	–	–	﹤0.01%	1550
2023 Q1	$29.8K	Buy	1,448 +110	+8%	+$2.56K	﹤0.01%	1434
2022 Q4	$28K	Hold	1,338	–	–	﹤0.01%	1225
2022 Q3	$24K	Sell	1,338 -630	-32%	-$10.7K	﹤0.01%	1248
2022 Q2	$29K	Sell	1,968 -1,968	-50%	-$36.1K	﹤0.01%	1514
2022 Q1	$92K	Hold	3,936	–	–	﹤0.01%	1190
2021 Q4	$82K	Hold	3,936	–	–	﹤0.01%	1493
2021 Q3	$85K	Hold	3,936	–	–	﹤0.01%	1248
2021 Q2	$79K	Hold	3,936	–	–	﹤0.01%	1291
2021 Q1	$72K	Buy	+3,936	New	+$68.7K	﹤0.01%	1542

Other funds holding CWBC

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

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Spire Wealth Management's CWBC Position: Q1 2026 in Review

Spire Wealth Management sold out of Community West Bancshares (CWBC) in Q1 2026, closing a stake of 340 shares — an estimated $7.65K sold.

Spire Wealth Management first reported a position in CWBC in Q1 2021 and held it in 18 quarters. The position peaked at $92K in Q1 2022. 127 funds tracked by Wall St. Rank hold CWBC as of Q1 2026.

Spire Wealth Management reported no remaining Community West Bancshares position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 340 Community West Bancshares shares in Q1 2026, an estimated $7.65K.
Spire Wealth Management first reported a position in Community West Bancshares in Q1 2021 and held it in 18 quarters.
Spire Wealth Management's Community West Bancshares position peaked at $92K in Q1 2022.
127 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.