UBS Group
CWBC

UBS Group’s Community West Bancshares CWBC Stock Holding History

UBS Group’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 		$584K Buy
25,076
+16,269
+185% +$381K ﹤0.01% 5972
2025
Q4 		$198K Sell
8,807
-6,759
-43% -$148K ﹤0.01% 6584
2025
Q3 		$324K Buy
15,566
+7,962
+105% +$164K ﹤0.01% 6381
2025
Q2 		$148K Sell
7,604
-2,902
-28% -$51.5K ﹤0.01% 6926
2025
Q1 		$194K Sell
10,506
-21,773
-67% -$408K ﹤0.01% 6584
2024
Q4 		$625K Buy
32,279
+22,564
+232% +$449K ﹤0.01% 5686
2024
Q3 		$187K Buy
9,715
+2,797
+40% +$55K ﹤0.01% 5928
2024
Q2 		$128K Sell
6,918
-3,086
-31% -$54.1K ﹤0.01% 5990
2024
Q1 		$199K Sell
10,004
-956
-9% -$18.4K ﹤0.01% 5856
2023
Q4 		$245K Buy
10,960
+5,447
+99% +$95.1K ﹤0.01% 5637
2023
Q3 		$77.8K Sell
5,513
-258
-4% -$3.96K ﹤0.01% 6002
2023
Q2 		$89.2K Buy
5,771
+3,650
+172% +$56.6K ﹤0.01% 6109
2023
Q1 		$43.6K Buy
2,121
+633
+43% +$14.7K ﹤0.01% 6558
2022
Q4 		$31.5K Buy
1,488
+684
+85% +$13.3K ﹤0.01% 7188
2022
Q3 		$14K Buy
+804
New +$13.7K ﹤0.01% 7896
2022
Q2 		– Sell
-605
Closed -$14K – 10403
2022
Q1 		$14K Buy
605
+176
+41% +$4.02K ﹤0.01% 7925
2021
Q4 		$9K Sell
429
-1,663
-79% -$35.4K ﹤0.01% 8892
2021
Q3 		$45K Buy
+2,092
New +$45.1K ﹤0.01% 6414
2021
Q2 		– Sell
-2,951
Closed -$54K – 9436
2021
Q1 		$54K Buy
2,951
+1,599
+118% +$27.9K ﹤0.01% 6462
2020
Q4 		$20K Buy
+1,352
New +$19.4K ﹤0.01% 6936
2020
Q3 		– Sell
-4,299
Closed -$66K – 8048
2020
Q2 		$66K Sell
4,299
-2,169
-34% -$30K ﹤0.01% 5635
2020
Q1 		$84K Sell
6,468
-8,381
-56% -$149K ﹤0.01% 5434
2019
Q4 		$322K Buy
14,849
+4,799
+48% +$100K ﹤0.01% 5225
2019
Q3 		$205K Buy
10,050
+6,660
+196% +$136K ﹤0.01% 5232
2019
Q2 		$73K Buy
3,390
+2,146
+173% +$42.8K ﹤0.01% 5608
2019
Q1 		$24K Sell
1,244
-4,254
-77% -$83.3K ﹤0.01% 6141
2018
Q4 		$104K Buy
5,498
+549
+11% +$10.9K ﹤0.01% 5507
2018
Q3 		$107K Buy
4,949
+1,833
+59% +$39.4K ﹤0.01% 5539
2018
Q2 		$66K Buy
3,116
+2,241
+256% +$47K ﹤0.01% 5768
2018
Q1 		$17K Sell
875
-829
-49% -$16.5K ﹤0.01% 6502
2017
Q4 		$34K Buy
1,704
+1,383
+431% +$28.3K ﹤0.01% 6137
2017
Q3 		$7K Buy
+321
New +$6.68K ﹤0.01% 7058
2017
Q2 		– Sell
-297
Closed -$6K – 7717
2017
Q1 		$6K Sell
297
-1,529
-84% -$31K ﹤0.01% 6888
2016
Q4 		$37K Buy
+1,826
New +$30.4K ﹤0.01% 6055
2016
Q3 		– Sell
-666
Closed -$9K – 7705
2016
Q2 		$9K Sell
666
-3,965
-86% -$50.5K ﹤0.01% 6831
2016
Q1 		$52K Buy
4,631
+2,891
+166% +$33.1K ﹤0.01% 5474
2015
Q4 		$21K Sell
1,740
-1,614
-48% -$18.4K ﹤0.01% 6704
2015
Q3 		$41K Buy
3,354
+1,753
+109% +$19.9K ﹤0.01% 6002
2015
Q2 		$19K Buy
1,601
+1,540
+2,525% +$16.9K ﹤0.01% 6909
2015
Q1 		$1K Sell
61
-494
-89% -$5.38K ﹤0.01% 8562
2014
Q4 		$6K Buy
+555
New +$6.06K ﹤0.01% 8815

Other funds holding CWBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group's CWBC Position: Q1 2026 in Review

UBS Group increased its Community West Bancshares (CWBC) stake by 185% in Q1 2026, buying an estimated $381K and bringing the position to 25,076 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #5972.

UBS Group first reported a position in CWBC in Q4 2014 and has held it in 41 quarters since. The position peaked at $625K in Q4 2024. 126 funds tracked by Wall St. Rank hold CWBC as of Q1 2026.

  • UBS Group held 25,076 shares of Community West Bancshares worth $584K as of Q1 2026.
  • UBS Group bought 16,269 Community West Bancshares shares in Q1 2026, an estimated $381K.
  • Community West Bancshares made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5972 holding.
  • UBS Group first reported a position in Community West Bancshares in Q4 2014 and has held it in 41 quarters since.
  • UBS Group's Community West Bancshares position peaked at $625K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.