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Community West Bancshares shares owned by Planning Center

Quarter-by-quarter ownership of Community West Bancshares (CWBC) shares owned by Planning Center from 13F filings

Historical chart of Planning Center investment in Community West Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Community West Bancshares held by Planning Center consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Community West Bancshares by Planning Center

Quarter filed Position value Share count Share price at filing
2026-06-30 $437k 16k 26.86

More positions owned by Planning Center

Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Planning Center

Top funds holding Community West Bancshares

BlackRock
Fourthstone
Dimensional Fund Advisors
Vanguard Capital Management
Bridgewealth Advisory Group
Private Management Group
Systematic Financial Management
Geode Capital Management
State Street Corporation
Manufacturers Life Insurance Company
American Century Companies
PL Capital Advisors
Wellington Management Company
FMR
Hotchkis and Wiley Capital Management

View all funds holding Community West Bancshares