SFM
CWBC

Systematic Financial Management’s Community West Bancshares CWBC Stock Holding History

Systematic Financial 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
Q2 		$13.4M Buy
500,161
+89,583
+22% +$2.18M 0.27% 129
2026
Q1 		$9.57M Sell
410,578
-1,281
-0.3% -$30K 0.22% 138
2025
Q4 		$9.27M Buy
411,859
+104,779
+34% +$2.3M 0.22% 139
2025
Q3 		$6.4M Sell
307,080
-1,295
-0.4% -$26.7K 0.16% 146
2025
Q2 		$6.02M Buy
308,375
+5,940
+2% +$105K 0.16% 147
2025
Q1 		$5.59M Buy
302,435
+2,400
+0.8% +$45K 0.16% 147
2024
Q4 		$5.81M Buy
300,035
+7,225
+2% +$144K 0.15% 150
2024
Q3 		$5.64M Buy
292,810
+31,075
+12% +$611K 0.14% 148
2024
Q2 		$4.84M Buy
261,735
+19,805
+8% +$348K 0.15% 147
2024
Q1 		$4.81M Sell
241,930
-10,985
-4% -$211K 0.13% 154
2023
Q4 		$5.65M Buy
252,915
+24,100
+11% +$421K 0.17% 149
2023
Q3 		$3.23M Sell
228,815
-2,170
-0.9% -$33.3K 0.1% 152
2023
Q2 		$3.57M Buy
230,985
+515
+0.2% +$7.98K 0.11% 148
2023
Q1 		$4.74M Sell
230,470
-20,925
-8% -$486K 0.16% 144
2022
Q4 		$5.32M Buy
251,395
+17,600
+8% +$343K 0.17% 146
2022
Q3 		$4.14M Sell
233,795
-4,650
-2% -$79K 0.15% 146
2022
Q2 		$3.46M Buy
238,445
+12,800
+6% +$234K 0.12% 147
2022
Q1 		$5.27M Buy
225,645
+28,600
+15% +$654K 0.16% 144
2021
Q4 		$4.09M Sell
197,045
-7,625
-4% -$162K 0.12% 146
2021
Q3 		$4.4M Buy
204,670
+1,490
+0.7% +$32.1K 0.14% 147
2021
Q2 		$4.09M Buy
203,180
+24,150
+13% +$483K 0.12% 152
2021
Q1 		$3.3M Buy
179,030
+20,260
+13% +$353K 0.12% 150
2020
Q4 		$2.36M Buy
158,770
+1,195
+0.8% +$17.1K 0.1% 154
2020
Q3 		$1.95M Sell
157,575
-2,115
-1% -$27.5K 0.11% 154
2020
Q2 		$2.46M Buy
159,690
+131,850
+474% +$1.82M 0.13% 152
2020
Q1 		$363K Sell
27,840
-11,500
-29% -$205K 0.02% 251
2019
Q4 		$852K Buy
39,340
+940
+2% +$19.6K 0.03% 171
2019
Q3 		$781K Buy
38,400
+8,850
+30% +$181K 0.04% 169
2019
Q2 		$634K Hold
29,550
– – 0.02% 501
2019
Q1 		$578K Buy
29,550
+11,500
+64% +$225K 0.02% 556
2018
Q4 		$341K Sell
18,050
-2,300
-11% -$45.7K 0.01% 586
2018
Q3 		$440K Sell
20,350
-1,200
-6% -$25.8K 0.01% 608
2018
Q2 		$456K Sell
21,550
-3,000
-12% -$62.9K 0.01% 589
2018
Q1 		$480K Buy
24,550
+7,150
+41% +$143K 0.01% 584
2017
Q4 		$351K Hold
17,400
– – 0.01% 601
2017
Q3 		$388K Buy
17,400
+9,000
+107% +$187K 0.01% 596
2017
Q2 		$186K Buy
8,400
+4,850
+137% +$103K ﹤0.01% 627
2017
Q1 		$73K Sell
3,550
-10,820
-75% -$219K ﹤0.01% 628
2016
Q4 		$287K Buy
+14,370
New +$240K ﹤0.01% 612

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

Systematic Financial Management's CWBC Position: Q2 2026 in Review

Systematic Financial Management increased its Community West Bancshares (CWBC) stake by 22% in Q2 2026, buying an estimated $2.18M and bringing the position to 500,161 shares worth $13.4M. The position accounts for 0.27% of the portfolio, ranked #129.

Systematic Financial Management first reported a position in CWBC in Q4 2016 and has held it in 39 quarters since. 147 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Systematic Financial Management held 500,161 shares of Community West Bancshares worth $13.4M as of Q2 2026.
  • Systematic Financial Management bought 89,583 Community West Bancshares shares in Q2 2026, an estimated $2.18M.
  • Community West Bancshares made up 0.27% of Systematic Financial Management's portfolio in Q2 2026, its #129 holding.
  • Systematic Financial Management first reported a position in Community West Bancshares in Q4 2016 and has held it in 39 quarters since.
  • 147 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.