TWD
CWBC icon

True Wealth Design’s Community West Bancshares CWBC Stock Holding History

True Wealth Design’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
Q3 		$573 Hold
22
– – ﹤0.01% 2095
2026
Q2 		$591 Buy
22
+1
+5% +$24 ﹤0.01% 2147
2026
Q1 		$490 Sell
21
-1
-5% -$23 ﹤0.01% 2062
2025
Q4 		$495 Sell
22
-1
-4% -$22 ﹤0.01% 1949
2025
Q3 		$480 Buy
23
+22
+2,200% +$453 ﹤0.01% 2018
2025
Q2 		$20 Sell
1
-40
-98% -$710 ﹤0.01% 2512
2025
Q1 		$758 Buy
+41
New +$768 ﹤0.01% 1378

Other funds holding CWBC

EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's CWBC Position: Q3 2026 in Review

True Wealth Design held its Community West Bancshares (CWBC) position steady in Q3 2026 at 22 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

True Wealth Design first reported a position in CWBC in Q1 2025 and has held it in 7 quarters since. The position peaked at $758 in Q1 2025. 7 funds tracked by Wall St. Rank hold CWBC as of Q3 2026.

  • True Wealth Design held 22 shares of Community West Bancshares worth $573 as of Q3 2026.
  • True Wealth Design left its Community West Bancshares share count unchanged in Q3 2026.
  • Community West Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2095 holding.
  • True Wealth Design first reported a position in Community West Bancshares in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Community West Bancshares position peaked at $758 in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.