North Star Investment Management Corp. CWBC COMMUNITY WEST BANCSHARES NEW COM

Ownership history in North Star Investment Management Corp.  ·  9 quarters on record

AI Ownership Summary

North Star Investment Management Corp. reported COMMUNITY WEST BANCSHARES NEW COM (CWBC) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows CWBC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CWBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Star Investment Management Corp.'s position in COMMUNITY WEST BANCSHARES NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CWBC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How North Star Investment Management Corp. held CWBC — position size vs. price
% of Fund (quarterly)    CWBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 150 0% 0.00% $4K 2026-07-28 $25.54
2026 Q1 UNCHANGED 150 0% 0.00% $3K 2026-04-23 $23.83
2025 Q4 UNCHANGED 150 0% 0.00% $3K 2026-01-30 $23.74
2025 Q3 UNCHANGED 150 0% 0.00% $3K 2025-10-22 $20.80
2025 Q2 UNCHANGED 150 0% 0.00% $3K 2025-07-15 $19.73
2025 Q1 UNCHANGED 150 0% 0.00% $3K 2025-04-17 $15.58
2024 Q4 UNCHANGED 150 0% 0.00% $3K 2025-02-10 $18.64
2024 Q3 UNCHANGED 150 0% 0.00% $3K 2024-10-30 $18.18
2024 Q2 INITIATED 150 0.00% $3K 2024-08-06 $17.88

FAQ About North Star Investment Management Corp. and CWBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has North Star Investment Management Corp. reported owning CWBC?

North Star Investment Management Corp. reported CWBC across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported CWBC position in North Star Investment Management Corp.'s portfolio?

The largest reported portfolio weight for CWBC was 0.00% in 2026 Q2.

What is the latest reported CWBC position on this page?

The most recent filing on this page is 2026 Q2, when North Star Investment Management Corp. reported 150 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this CWBC ownership page compare?

The chart compares North Star Investment Management Corp.'s quarterly CWBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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