Community West Bancshares
CWBC- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001127371
In the last 90 days, Community West Bancshares insiders filed 6 open-market purchases and 0 sales; 149 institutions reported holding it in 13F filings for Q2 2026, worth $426.0M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Community West Bancshares as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 79
- +39 vs. Q1 2024
- Shares held
- 9.17M
- +4.43M (+93.3%) vs. Q1 2024
- Total value
- $169.7M
- +$86.0M (+102.7%) vs. Q1 2024
- New holders
- 49
- 19 more added
- Sold out
- 10
- 10 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CWBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 149 | $426.0M |
| Q1 2026 | 127 | $260.1M |
| Q4 2025 | 111 | $229.3M |
| Q3 2025 | 100 | $209.6M |
| Q2 2025 | 96 | $190.8M |
| Q1 2025 | 100 | $175.9M |
| Q4 2024 | 91 | $182.9M |
| Q3 2024 | 84 | $181.9M |
| Q2 2024 | 79 | $169.7M |
| Q1 2024 | 40 | $83.7M |
| Q4 2023 | 35 | $52.0M |
| Q3 2023 | 29 | $34.7M |
| Q2 2023 | 29 | $32.3M |
| Q1 2023 | 27 | $31.9M |
| Q4 2022 | 28 | $36.8M |
| Q3 2022 | 26 | $32.8M |
| Q2 2022 | 28 | $34.3M |
| Q1 2022 | 27 | $33.8M |
| Q4 2021 | 26 | $30.2M |
| Q3 2021 | 23 | $27.9M |
| Q2 2021 | 22 | $28.1M |
| Q1 2021 | 22 | $26.5M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Community West Bancshares; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 1,719,272 | $31.8M | 10.13% | −70,499−3.9% | Reduced |
| BlackRock Inc. | 1,058,238 | $19.6M | 0.00% | +1,022,380+2,851.2% | Added |
| Vanguard Group Inc | 972,332 | $18.0M | 0.00% | +893,341+1,130.9% | Added |
| Dimensional Fund Advisors LP | 641,347 | $11.9M | 0.00% | +474,671+284.8% | Added |
| Private Management Group Inc | 557,479 | $10.3M | 0.40% | +27,967+5.3% | Added |
| PL Capital Advisors, LLC | 425,551 | $7.87M | 3.27% | −113,124−21.0% | Reduced |
| Manufacturers Life Insurance Company, The | 365,965 | $6.77M | 0.01% | +243,165+198.0% | Added |
| Geode Capital Management, LLC | 364,954 | $6.75M | 0.00% | +302,833+487.5% | Added |
| Ameriprise Financial Inc | 332,462 | $6.15M | 0.00% | +332,462 | New |
| Siena Capital Partners GP, LLC | 265,017 | $4.90M | 1.62% | +97,196+57.9% | Added |
| Systematic Financial Management LP | 261,735 | $4.84M | 0.15% | +261,735 | New |
| State Street Corp | 223,249 | $4.13M | 0.00% | +208,029+1,366.8% | Added |
| Bridgeway Capital Management, LLC | 221,481 | $4.10M | 0.10% | +137,824+164.7% | Added |
| Cutler Capital Management, LLC | 164,445 | $3.04M | 1.19% | −47,075−22.3% | Reduced |
| Kennedy Capital Management, Inc. | 132,360 | $2.45M | 0.05% | +86,518+188.7% | Added |
| Northern Trust Corp | 129,906 | $2.40M | 0.00% | +129,906 | New |
| American Century Companies Inc | 120,070 | $2.22M | 0.00% | +23,738+24.6% | Added |
| Bank of New York Mellon Corp | 95,687 | $1.77M | 0.00% | +95,687 | New |
| Wellington Management Group LLP | 89,333 | $1.65M | 0.00% | −23,748−21.0% | Reduced |
| LSV Asset Management | 81,481 | $1.51M | 0.00% | +81,481 | New |
| Caldwell Sutter Capital, Inc. | 74,705 | $1.38M | 0.68% | −3,652−4.7% | Reduced |
| Empowered Funds, LLC | 72,572 | $1.34M | 0.02% | +72,572 | New |
| Arrowstreet Capital, Limited Partnership | 69,558 | $1.29M | 0.00% | +55,024+378.6% | Added |
| Renaissance Technologies LLC | 62,345 | $1.15M | 0.00% | +62,345 | New |
| ClariVest Asset Management LLC | 50,418 | $932.7K | 0.10% | +50,418 | New |
| Charles Schwab Investment Management Inc | 47,465 | $878.1K | 0.00% | +47,465 | New |
| Jackson Square Capital, LLC | 39,900 | $738.1K | 0.18% | −31,843−44.4% | Reduced |
| Invesco Ltd. | 37,639 | $696.3K | 0.00% | +37,639 | New |
| First Manhattan Co | 34,358 | $635.6K | 0.00% | −9,134−21.0% | Reduced |
| Nuveen Asset Management, LLC | 32,865 | $608.0K | 0.00% | +32,865 | New |
| Jane Street Group, LLC | 30,769 | $569.2K | 0.00% | +10,222+49.7% | Added |
| Brinker Capital Investments, LLC | 28,574 | $528.6K | 0.01% | +28,574 | New |
| Orion Portfolio Solutions, LLC | 28,574 | $528.6K | 0.01% | +28,574 | New |
| Black Maple Capital Management LP | 24,182 | $447.4K | 0.33% | −7,599−23.9% | Reduced |
| Morgan Stanley | 24,174 | $447.2K | 0.00% | +23,898+8,658.7% | Added |
| Pinnacle Holdings, LLC | 21,906 | $405.3K | 0.16% | +21,906 | New |
| Rhumbline Advisers | 21,872 | $404.6K | 0.00% | +21,872 | New |
| Emerald Mutual Fund Advisers Trust | 19,169 | $354.6K | 0.02% | −5,095−21.0% | Reduced |
| Kestra Private Wealth Services, LLC | 14,723 | $272.4K | 0.01% | +14,723 | New |
| Mount Yale Investment Advisors, LLC | 14,497 | $268.2K | 0.02% | +14,497 | New |
| Private Wealth Advisors | 14,820 | $266.6K | 0.12% | +14,820 | New |
| LPL Financial LLC | 14,023 | $259.4K | 0.00% | +14,023 | New |
| Wells Fargo & Company | 13,678 | $253.0K | 0.00% | +13,625+25,707.5% | Added |
| Channel Wealth LLC | 12,324 | $228.0K | 0.08% | −3,276−21.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 12,240 | $226.4K | 0.10% | +12,240 | New |
| Deutsche Bank AG | 12,078 | $223.4K | 0.00% | +12,078 | New |
| Royal Bank of Canada | 11,950 | $220.0K | 0.00% | +6,750+129.8% | Added |
| Bank of America Corp | 11,714 | $216.7K | 0.00% | +10,784+1,159.6% | Added |
| Sharper & Granite LLC | 10,362 | $191.7K | 0.09% | +10,362 | New |
| MetLife Investment Management | 9,222 | $170.6K | 0.00% | +9,222 | New |
| Corebridge Financial, Inc. | 9,106 | $168.5K | 0.00% | +9,106 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 8,135 | $150.5K | 0.00% | +8,135 | New |
| JPMorgan Chase & Co | 7,349 | $136.0K | 0.00% | +7,349 | New |
| UBS Group AG | 6,918 | $128.0K | 0.00% | +4,732+216.5% | Added |
| Barclays PLC | 6,714 | $124.2K | 0.00% | +6,714 | New |
| New York State Common Retirement Fund | 6,033 | $111.6K | 0.00% | +6,033 | New |
| Acadian Asset Management LLC | 5,731 | $106.0K | 0.00% | +5,731 | New |
| Citigroup Inc | 4,507 | $83.4K | 0.00% | +4,507 | New |
| BFSG, LLC | 4,412 | $81.6K | 0.01% | +4,412 | New |
| BNP Paribas Arbitrage, SA | 4,311 | $79.8K | 0.00% | +4,311 | New |
| Allworth Financial LP | 1,910 | $40.1K | 0.00% | +1,910 | New |
| Tower Research Capital LLC (TRC) | 1,791 | $33.1K | 0.00% | +233+15.0% | Added |
| The PNC Financial Services Group, Inc. | 1,600 | $29.6K | 0.00% | +1,600 | New |
| Ameritas Investment Partners, Inc. | 1,475 | $27.3K | 0.00% | +1,475 | New |
| Legal & General Group Plc | 1,463 | $27.1K | 0.00% | +1,463 | New |
| California State Teachers Retirement System | 1,226 | $22.7K | 0.00% | +1,226 | New |
| STRS Ohio | 1,000 | $18.5K | 0.00% | +1,000 | New |
| FMR LLC | 899 | $16.6K | 0.00% | +899 | New |
| Amalgamated Bank | 538 | $10.0K | 0.00% | +538 | New |
| Salem Investment Counselors Inc | 300 | $5.55K | 0.00% | +300 | New |
| North Star Investment Management Corp. | 150 | $2.77K | 0.00% | +150 | New |
| GWM Advisors LLC | 119 | $2.19K | 0.00% | +119 | New |
| Comerica Bank | 75 | $1.39K | 0.00% | +75 | New |
| Innealta Capital, LLC | 60 | $1.11K | 0.00% | +60 | New |
| Massmutual Trust Co FSB | 58 | $1.07K | 0.00% | +58 | New |
| GAMMA Investing LLC | 11 | $204 | 0.00% | +11 | New |
| Citadel Advisors LLC | 6 | $111 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 4 | $72 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 25 | $0 | 0.00% | +25 | New |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −93,344−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −84,629−100.0% | Sold out |
| M3F, Inc. | 0 | $0 | 0.00% | −82,250−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −54,178−100.0% | Sold out |
| Regis Acquisition Inc. | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −33,674−100.0% | Sold out |