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 |
|---|---|---|---|---|---|
| CWM, LLC | 25 | $0 | 0.00% | +25 | New |
| Farther Finance Advisors, LLC | 4 | $72 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 6 | $111 | 0.00% | +6 | New |
| GAMMA Investing LLC | 11 | $204 | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 58 | $1.07K | 0.00% | +58 | New |
| Innealta Capital, LLC | 60 | $1.11K | 0.00% | +60 | New |
| Comerica Bank | 75 | $1.39K | 0.00% | +75 | New |
| GWM Advisors LLC | 119 | $2.19K | 0.00% | +119 | New |
| North Star Investment Management Corp. | 150 | $2.77K | 0.00% | +150 | New |
| Salem Investment Counselors Inc | 300 | $5.55K | 0.00% | +300 | New |
| Amalgamated Bank | 538 | $10.0K | 0.00% | +538 | New |
| FMR LLC | 899 | $16.6K | 0.00% | +899 | New |
| STRS Ohio | 1,000 | $18.5K | 0.00% | +1,000 | New |
| California State Teachers Retirement System | 1,226 | $22.7K | 0.00% | +1,226 | New |
| Legal & General Group Plc | 1,463 | $27.1K | 0.00% | +1,463 | New |
| Ameritas Investment Partners, Inc. | 1,475 | $27.3K | 0.00% | +1,475 | New |
| The PNC Financial Services Group, Inc. | 1,600 | $29.6K | 0.00% | +1,600 | New |
| Tower Research Capital LLC (TRC) | 1,791 | $33.1K | 0.00% | +233+15.0% | Added |
| Allworth Financial LP | 1,910 | $40.1K | 0.00% | +1,910 | New |
| BNP Paribas Arbitrage, SA | 4,311 | $79.8K | 0.00% | +4,311 | New |
| BFSG, LLC | 4,412 | $81.6K | 0.01% | +4,412 | New |
| Citigroup Inc | 4,507 | $83.4K | 0.00% | +4,507 | New |
| Acadian Asset Management LLC | 5,731 | $106.0K | 0.00% | +5,731 | New |
| New York State Common Retirement Fund | 6,033 | $111.6K | 0.00% | +6,033 | New |
| Barclays PLC | 6,714 | $124.2K | 0.00% | +6,714 | New |
| UBS Group AG | 6,918 | $128.0K | 0.00% | +4,732+216.5% | Added |
| JPMorgan Chase & Co | 7,349 | $136.0K | 0.00% | +7,349 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 8,135 | $150.5K | 0.00% | +8,135 | New |
| Corebridge Financial, Inc. | 9,106 | $168.5K | 0.00% | +9,106 | New |
| MetLife Investment Management | 9,222 | $170.6K | 0.00% | +9,222 | New |
| Sharper & Granite LLC | 10,362 | $191.7K | 0.09% | +10,362 | New |
| Bank of America Corp | 11,714 | $216.7K | 0.00% | +10,784+1,159.6% | Added |
| Royal Bank of Canada | 11,950 | $220.0K | 0.00% | +6,750+129.8% | Added |
| Deutsche Bank AG | 12,078 | $223.4K | 0.00% | +12,078 | New |
| Bridgewealth Advisory Group, LLC | 12,240 | $226.4K | 0.10% | +12,240 | New |
| Channel Wealth LLC | 12,324 | $228.0K | 0.08% | −3,276−21.0% | Reduced |
| Wells Fargo & Company | 13,678 | $253.0K | 0.00% | +13,625+25,707.5% | Added |
| LPL Financial LLC | 14,023 | $259.4K | 0.00% | +14,023 | New |
| Private Wealth Advisors | 14,820 | $266.6K | 0.12% | +14,820 | New |
| Mount Yale Investment Advisors, LLC | 14,497 | $268.2K | 0.02% | +14,497 | New |
| Kestra Private Wealth Services, LLC | 14,723 | $272.4K | 0.01% | +14,723 | New |
| Emerald Mutual Fund Advisers Trust | 19,169 | $354.6K | 0.02% | −5,095−21.0% | Reduced |
| Rhumbline Advisers | 21,872 | $404.6K | 0.00% | +21,872 | New |
| Pinnacle Holdings, LLC | 21,906 | $405.3K | 0.16% | +21,906 | New |
| Morgan Stanley | 24,174 | $447.2K | 0.00% | +23,898+8,658.7% | Added |
| Black Maple Capital Management LP | 24,182 | $447.4K | 0.33% | −7,599−23.9% | Reduced |
| 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 |
| Jane Street Group, LLC | 30,769 | $569.2K | 0.00% | +10,222+49.7% | Added |
| Nuveen Asset Management, LLC | 32,865 | $608.0K | 0.00% | +32,865 | New |
| First Manhattan Co | 34,358 | $635.6K | 0.00% | −9,134−21.0% | Reduced |
| Invesco Ltd. | 37,639 | $696.3K | 0.00% | +37,639 | New |
| Jackson Square Capital, LLC | 39,900 | $738.1K | 0.18% | −31,843−44.4% | Reduced |
| Charles Schwab Investment Management Inc | 47,465 | $878.1K | 0.00% | +47,465 | New |
| ClariVest Asset Management LLC | 50,418 | $932.7K | 0.10% | +50,418 | New |
| Renaissance Technologies LLC | 62,345 | $1.15M | 0.00% | +62,345 | New |
| Arrowstreet Capital, Limited Partnership | 69,558 | $1.29M | 0.00% | +55,024+378.6% | Added |
| Empowered Funds, LLC | 72,572 | $1.34M | 0.02% | +72,572 | New |
| Caldwell Sutter Capital, Inc. | 74,705 | $1.38M | 0.68% | −3,652−4.7% | Reduced |
| LSV Asset Management | 81,481 | $1.51M | 0.00% | +81,481 | New |
| Wellington Management Group LLP | 89,333 | $1.65M | 0.00% | −23,748−21.0% | Reduced |
| Bank of New York Mellon Corp | 95,687 | $1.77M | 0.00% | +95,687 | New |
| American Century Companies Inc | 120,070 | $2.22M | 0.00% | +23,738+24.6% | Added |
| Northern Trust Corp | 129,906 | $2.40M | 0.00% | +129,906 | New |
| Kennedy Capital Management, Inc. | 132,360 | $2.45M | 0.05% | +86,518+188.7% | Added |
| Cutler Capital Management, LLC | 164,445 | $3.04M | 1.19% | −47,075−22.3% | Reduced |
| Bridgeway Capital Management, LLC | 221,481 | $4.10M | 0.10% | +137,824+164.7% | Added |
| State Street Corp | 223,249 | $4.13M | 0.00% | +208,029+1,366.8% | Added |
| Systematic Financial Management LP | 261,735 | $4.84M | 0.15% | +261,735 | New |
| Siena Capital Partners GP, LLC | 265,017 | $4.90M | 1.62% | +97,196+57.9% | Added |
| Ameriprise Financial Inc | 332,462 | $6.15M | 0.00% | +332,462 | New |
| Geode Capital Management, LLC | 364,954 | $6.75M | 0.00% | +302,833+487.5% | Added |
| Manufacturers Life Insurance Company, The | 365,965 | $6.77M | 0.01% | +243,165+198.0% | Added |
| PL Capital Advisors, LLC | 425,551 | $7.87M | 3.27% | −113,124−21.0% | Reduced |
| Private Management Group Inc | 557,479 | $10.3M | 0.40% | +27,967+5.3% | Added |
| Dimensional Fund Advisors LP | 641,347 | $11.9M | 0.00% | +474,671+284.8% | Added |
| Vanguard Group Inc | 972,332 | $18.0M | 0.00% | +893,341+1,130.9% | Added |
| BlackRock Inc. | 1,058,238 | $19.6M | 0.00% | +1,022,380+2,851.2% | Added |
| Fourthstone LLC | 1,719,272 | $31.8M | 10.13% | −70,499−3.9% | Reduced |
| 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 |