UBS AM
CWBC

UBS AM’s Community West Bancshares CWBC Stock Holding History

UBS AM’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 		$10.2K Hold
379
– – ﹤0.01% 3271
2026
Q1 		$8.83K Buy
379
+243
+179% +$5.68K ﹤0.01% 3340
2025
Q4 		$3.06K Buy
+136
New +$2.98K ﹤0.01% 3072

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

UBS AM's CWBC Position: Q2 2026 in Review

UBS AM held its Community West Bancshares (CWBC) position steady in Q2 2026 at 379 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3271.

UBS AM first reported a position in CWBC in Q4 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • UBS AM held 379 shares of Community West Bancshares worth $10.2K as of Q2 2026.
  • UBS AM left its Community West Bancshares share count unchanged in Q2 2026.
  • Community West Bancshares made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3271 holding.
  • UBS AM first reported a position in Community West Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.