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 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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

True Wealth Design's CWBC Position: Q2 2026 in Review

True Wealth Design increased its Community West Bancshares (CWBC) stake by 4.8% in Q2 2026, buying an estimated $24 and bringing the position to 22 shares worth $591. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

True Wealth Design first reported a position in CWBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $758 in Q1 2025. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

True Wealth Design held 22 shares of Community West Bancshares worth $591 as of Q2 2026.
True Wealth Design bought 1 Community West Bancshares share in Q2 2026, an estimated $24.
Community West Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2147 holding.
True Wealth Design first reported a position in Community West Bancshares in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Community West Bancshares position peaked at $758 in Q1 2025.
148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.