SS
CWBC

Sunbelt Securities’s Community West Bancshares CWBC Stock Holding History

Sunbelt Securities’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 		$70 Hold
3
– – ﹤0.01% 2716
2025
Q4 		$68 Buy
3
+1
+50% +$22 ﹤0.01% 2604
2025
Q3 		$42 Buy
+2
New +$41 ﹤0.01% 2613

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sunbelt Securities's CWBC Position: Q1 2026 in Review

Sunbelt Securities held its Community West Bancshares (CWBC) position steady in Q1 2026 at 3 shares worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #2716.

Sunbelt Securities first reported a position in CWBC in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold CWBC as of Q1 2026.

  • Sunbelt Securities held 3 shares of Community West Bancshares worth $70 as of Q1 2026.
  • Sunbelt Securities left its Community West Bancshares share count unchanged in Q1 2026.
  • Community West Bancshares made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2716 holding.
  • Sunbelt Securities first reported a position in Community West Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.