Whittier Trust
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Whittier Trust’s Community West Bancshares CWBC Stock Holding History

Whittier Trust’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
2025
Q4 		– Sell
-22
Closed -$459 – 1370
2025
Q3 		$459 Buy
+22
New +$453 ﹤0.01% 1352
2019
Q4 		– Sell
-25
Closed -$1K – 1530
2019
Q3 		$1K Buy
+25
New +$512 ﹤0.01% 1429

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Whittier Trust's CWBC Position: Q4 2025 in Review

Whittier Trust sold out of Community West Bancshares (CWBC) in Q4 2025, closing a stake of 22 shares — an estimated $459 sold.

Whittier Trust first reported a position in CWBC in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 111 funds tracked by Wall St. Rank hold CWBC as of Q4 2025.

  • Whittier Trust reported no remaining Community West Bancshares position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 22 Community West Bancshares shares in Q4 2025, an estimated $459.
  • Whittier Trust first reported a position in Community West Bancshares in Q3 2019 and held it in 2 quarters.
  • Whittier Trust's Community West Bancshares position peaked at $1K in Q3 2019.
  • 111 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.