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, Q3 2024
Institutional positions in Community West Bancshares as of Sep 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
- 84
- +6 vs. Q2 2024
- Shares held
- 9.45M
- +1.34M (+16.5%) vs. Q2 2024
- Total value
- $181.9M
- +$31.9M (+21.2%) vs. Q2 2024
- New holders
- 11
- 22 more added
- Sold out
- 5
- 27 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Community West Bancshares; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 1,868,778 | $36.0M | 8.02% | +149,506+8.7% | Added |
| BlackRock, Inc. | 1,143,463 | $22.0M | 0.00% | +1,143,463 | New |
| Vanguard Group Inc | 947,490 | $18.2M | 0.00% | −24,842−2.6% | Reduced |
| Dimensional Fund Advisors LP | 654,115 | $12.6M | 0.00% | +12,768+2.0% | Added |
| Private Management Group Inc | 556,422 | $10.7M | 0.38% | −1,057−0.2% | Reduced |
| PL Capital Advisors, LLC | 425,551 | $8.20M | 2.92% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 389,248 | $7.50M | 0.00% | +24,294+6.7% | Added |
| Manufacturers Life Insurance Company, The | 357,477 | $6.89M | 0.01% | −8,488−2.3% | Reduced |
| Ameriprise Financial Inc | 328,651 | $6.33M | 0.00% | −3,811−1.1% | Reduced |
| Systematic Financial Management LP | 292,810 | $5.64M | 0.14% | +31,075+11.9% | Added |
| State Street Corp | 251,944 | $4.85M | 0.00% | +28,695+12.9% | Added |
| Siena Capital Partners GP, LLC | 210,257 | $4.05M | 1.17% | −54,760−20.7% | Reduced |
| Bridgeway Capital Management, LLC | 203,259 | $3.91M | 0.08% | −18,222−8.2% | Reduced |
| Cutler Capital Management, LLC | 162,061 | $3.12M | 1.10% | −2,384−1.4% | Reduced |
| Northern Trust Corp | 138,162 | $2.66M | 0.00% | +8,256+6.4% | Added |
| Kennedy Capital Management, Inc. | 115,544 | $2.23M | 0.05% | −16,816−12.7% | Reduced |
| American Century Companies Inc | 107,226 | $2.07M | 0.00% | −12,844−10.7% | Reduced |
| Bank of New York Mellon Corp | 95,479 | $1.84M | 0.00% | −208−0.2% | Reduced |
| Wellington Management Group LLP | 89,333 | $1.72M | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 77,441 | $1.49M | 0.00% | −4,040−5.0% | Reduced |
| Empowered Funds, LLC | 76,458 | $1.47M | 0.02% | +3,886+5.4% | Added |
| Caldwell Sutter Capital, Inc. | 74,705 | $1.44M | 0.67% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 58,645 | $1.13M | 0.00% | −3,700−5.9% | Reduced |
| Morgan Stanley | 52,399 | $1.01M | 0.00% | +28,225+116.8% | Added |
| ClariVest Asset Management LLC | 50,418 | $932.7K | 0.10% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 46,796 | $901.3K | 0.00% | −669−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 45,990 | $885.8K | 0.00% | −23,568−33.9% | Reduced |
| Victory Capital Management Inc | 44,000 | $847.4K | 0.00% | +44,000 | New |
| Jackson Square Capital, LLC | 39,515 | $761.1K | 0.19% | −385−1.0% | Reduced |
| Goldman Sachs Group Inc | 38,143 | $734.6K | 0.00% | +38,143 | New |
| First Manhattan Co | 34,358 | $661.7K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 32,865 | $633.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 27,626 | $532.1K | 0.01% | −948−3.3% | Reduced |
| Orion Portfolio Solutions, LLC | 27,626 | $532.1K | 0.01% | −948−3.3% | Reduced |
| Invesco Ltd. | 22,358 | $430.6K | 0.00% | −15,281−40.6% | Reduced |
| Kestra Private Wealth Services, LLC | 22,292 | $429.3K | 0.01% | +7,569+51.4% | Added |
| Barclays PLC | 22,057 | $424.8K | 0.00% | +15,343+228.5% | Added |
| Pinnacle Holdings, LLC | 21,906 | $421.9K | 0.16% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 19,169 | $369.2K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,957 | $365.1K | 0.00% | −2,915−13.3% | Reduced |
| Two Sigma Investments, LP | 16,831 | $324.2K | 0.00% | +16,831 | New |
| Black Maple Capital Management LP | 16,594 | $319.6K | 0.24% | −7,588−31.4% | Reduced |
| Private Wealth Advisors | 14,910 | $280.3K | 0.11% | +90+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 14,497 | $279.2K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,011 | $269.9K | 0.00% | +333+2.4% | Added |
| Citigroup Inc | 13,294 | $256.0K | 0.00% | +8,787+195.0% | Added |
| Bank of America Corp | 12,404 | $238.9K | 0.00% | +690+5.9% | Added |
| Royal Bank of Canada | 12,269 | $237.0K | 0.00% | +319+2.7% | Added |
| Bridgewealth Advisory Group, LLC | 12,240 | $235.7K | 0.09% | 00.0% | Unchanged |
| Channel Wealth LLC | 11,850 | $228.2K | 0.08% | −474−3.8% | Reduced |
| First Trust Advisors LP | 11,459 | $220.7K | 0.00% | +11,459 | New |
| Jane Street Group, LLC | 10,594 | $204.0K | 0.00% | −20,175−65.6% | Reduced |
| Sharper & Granite LLC | 10,362 | $199.6K | 0.09% | 00.0% | Unchanged |
| UBS Group AG | 9,715 | $187.1K | 0.00% | +2,797+40.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,334 | $179.8K | 0.00% | +1,199+14.7% | Added |
| MetLife Investment Management | 9,222 | $177.6K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 9,050 | $174.3K | 0.00% | −56−0.6% | Reduced |
| JPMorgan Chase & Co | 7,380 | $142.1K | 0.00% | +31+0.4% | Added |
| SG Americas Securities, LLC | 6,871 | $132.0K | 0.00% | +6,871 | New |
| New York State Common Retirement Fund | 6,033 | $116.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,000 | $115.6K | 0.00% | −6,078−50.3% | Reduced |
| BFSG, LLC | 4,412 | $85.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,559 | $68.5K | 0.00% | −752−17.4% | Reduced |
| Citadel Advisors LLC | 2,132 | $41.1K | 0.00% | +2,126+35,433.3% | Added |
| Allworth Financial LP | 1,910 | $36.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,600 | $30.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,567 | $30.2K | 0.00% | −224−12.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,475 | $28.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,463 | $28.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,226 | $23.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,200 | $23.1K | 0.00% | +1,200 | New |
| FMR LLC | 916 | $17.6K | 0.00% | +17+1.9% | Added |
| Amalgamated Bank | 538 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $5.78K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 147 | $3.00K | 0.00% | +147 | New |
| North Star Investment Management Corp. | 150 | $2.89K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 119 | $2.30K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 54 | $1.04K | 0.00% | +54 | New |
| CWM, LLC | 58 | $1.00K | 0.00% | +33+132.0% | Added |
| Comerica Bank | 47 | $905 | 0.00% | −28−37.3% | Reduced |
| Russell Investments Group, Ltd. | 43 | $828 | 0.00% | +43 | New |
| GAMMA Investing LLC | 39 | $751 | 0.00% | +28+254.5% | Added |
| Capital Performance Advisors LLP | 11 | $212 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 0 | $0 | 0.00% | −14,023−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,731−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |