SSG
CWBC

Summit Securities Group’s Community West Bancshares CWBC Stock Holding History

Summit Securities Group’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 		– Sell
-90
Closed -$2.1K – 1205
2026
Q1 		$2.1K Buy
+90
New +$2.1K ﹤0.01% 938

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

Summit Securities Group's CWBC Position: Q2 2026 in Review

Summit Securities Group sold out of Community West Bancshares (CWBC) in Q2 2026, closing a stake of 90 shares — an estimated $2.1K sold.

Summit Securities Group first reported a position in CWBC in Q1 2026 and held it in 1 quarter. The position peaked at $2.1K in Q1 2026. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Summit Securities Group reported no remaining Community West Bancshares position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 90 Community West Bancshares shares in Q2 2026, an estimated $2.1K.
  • Summit Securities Group first reported a position in Community West Bancshares in Q1 2026 and held it in 1 quarter.
  • Summit Securities Group's Community West Bancshares position peaked at $2.1K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.