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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 11 | $212 | 0.00% | +11 | New |
| GAMMA Investing LLC | 39 | $751 | 0.00% | +28+254.5% | Added |
| Russell Investments Group, Ltd. | 43 | $828 | 0.00% | +43 | New |
| Comerica Bank | 47 | $905 | 0.00% | −28−37.3% | Reduced |
| CWM, LLC | 58 | $1.00K | 0.00% | +33+132.0% | Added |
| Sterling Capital Management LLC | 54 | $1.04K | 0.00% | +54 | New |
| GWM Advisors LLC | 119 | $2.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $2.89K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 147 | $3.00K | 0.00% | +147 | New |
| Salem Investment Counselors Inc | 300 | $5.78K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 538 | $10.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 916 | $17.6K | 0.00% | +17+1.9% | Added |
| CIBC Private Wealth Group, LLC | 1,200 | $23.1K | 0.00% | +1,200 | New |
| California State Teachers Retirement System | 1,226 | $23.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,463 | $28.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,475 | $28.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,567 | $30.2K | 0.00% | −224−12.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,600 | $30.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,910 | $36.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,132 | $41.1K | 0.00% | +2,126+35,433.3% | Added |
| BNP Paribas Arbitrage, SA | 3,559 | $68.5K | 0.00% | −752−17.4% | Reduced |
| BFSG, LLC | 4,412 | $85.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,000 | $115.6K | 0.00% | −6,078−50.3% | Reduced |
| New York State Common Retirement Fund | 6,033 | $116.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,871 | $132.0K | 0.00% | +6,871 | New |
| JPMorgan Chase & Co | 7,380 | $142.1K | 0.00% | +31+0.4% | Added |
| Corebridge Financial, Inc. | 9,050 | $174.3K | 0.00% | −56−0.6% | Reduced |
| MetLife Investment Management | 9,222 | $177.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 9,334 | $179.8K | 0.00% | +1,199+14.7% | Added |
| UBS Group AG | 9,715 | $187.1K | 0.00% | +2,797+40.4% | Added |
| Sharper & Granite LLC | 10,362 | $199.6K | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,594 | $204.0K | 0.00% | −20,175−65.6% | Reduced |
| First Trust Advisors LP | 11,459 | $220.7K | 0.00% | +11,459 | New |
| Channel Wealth LLC | 11,850 | $228.2K | 0.08% | −474−3.8% | Reduced |
| Bridgewealth Advisory Group, LLC | 12,240 | $235.7K | 0.09% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,269 | $237.0K | 0.00% | +319+2.7% | Added |
| Bank of America Corp | 12,404 | $238.9K | 0.00% | +690+5.9% | Added |
| Citigroup Inc | 13,294 | $256.0K | 0.00% | +8,787+195.0% | Added |
| Wells Fargo & Company | 14,011 | $269.9K | 0.00% | +333+2.4% | Added |
| Mount Yale Investment Advisors, LLC | 14,497 | $279.2K | 0.03% | 00.0% | Unchanged |
| Private Wealth Advisors | 14,910 | $280.3K | 0.11% | +90+0.6% | Added |
| Black Maple Capital Management LP | 16,594 | $319.6K | 0.24% | −7,588−31.4% | Reduced |
| Two Sigma Investments, LP | 16,831 | $324.2K | 0.00% | +16,831 | New |
| Rhumbline Advisers | 18,957 | $365.1K | 0.00% | −2,915−13.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 19,169 | $369.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 21,906 | $421.9K | 0.16% | 00.0% | Unchanged |
| Barclays PLC | 22,057 | $424.8K | 0.00% | +15,343+228.5% | Added |
| Kestra Private Wealth Services, LLC | 22,292 | $429.3K | 0.01% | +7,569+51.4% | Added |
| Invesco Ltd. | 22,358 | $430.6K | 0.00% | −15,281−40.6% | Reduced |
| 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 |
| Nuveen Asset Management, LLC | 32,865 | $633.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 34,358 | $661.7K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 38,143 | $734.6K | 0.00% | +38,143 | New |
| Jackson Square Capital, LLC | 39,515 | $761.1K | 0.19% | −385−1.0% | Reduced |
| Victory Capital Management Inc | 44,000 | $847.4K | 0.00% | +44,000 | New |
| Arrowstreet Capital, Limited Partnership | 45,990 | $885.8K | 0.00% | −23,568−33.9% | Reduced |
| Charles Schwab Investment Management Inc | 46,796 | $901.3K | 0.00% | −669−1.4% | Reduced |
| ClariVest Asset Management LLC | 50,418 | $932.7K | 0.10% | 00.0% | Unchanged |
| Morgan Stanley | 52,399 | $1.01M | 0.00% | +28,225+116.8% | Added |
| Renaissance Technologies LLC | 58,645 | $1.13M | 0.00% | −3,700−5.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 74,705 | $1.44M | 0.67% | 00.0% | Unchanged |
| Empowered Funds, LLC | 76,458 | $1.47M | 0.02% | +3,886+5.4% | Added |
| LSV Asset Management | 77,441 | $1.49M | 0.00% | −4,040−5.0% | Reduced |
| Wellington Management Group LLP | 89,333 | $1.72M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 95,479 | $1.84M | 0.00% | −208−0.2% | Reduced |
| American Century Companies Inc | 107,226 | $2.07M | 0.00% | −12,844−10.7% | Reduced |
| Kennedy Capital Management, Inc. | 115,544 | $2.23M | 0.05% | −16,816−12.7% | Reduced |
| Northern Trust Corp | 138,162 | $2.66M | 0.00% | +8,256+6.4% | Added |
| Cutler Capital Management, LLC | 162,061 | $3.12M | 1.10% | −2,384−1.4% | Reduced |
| Bridgeway Capital Management, LLC | 203,259 | $3.91M | 0.08% | −18,222−8.2% | Reduced |
| Siena Capital Partners GP, LLC | 210,257 | $4.05M | 1.17% | −54,760−20.7% | Reduced |
| State Street Corp | 251,944 | $4.85M | 0.00% | +28,695+12.9% | Added |
| Systematic Financial Management LP | 292,810 | $5.64M | 0.14% | +31,075+11.9% | Added |
| Ameriprise Financial Inc | 328,651 | $6.33M | 0.00% | −3,811−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 357,477 | $6.89M | 0.01% | −8,488−2.3% | Reduced |
| Geode Capital Management, LLC | 389,248 | $7.50M | 0.00% | +24,294+6.7% | Added |
| PL Capital Advisors, LLC | 425,551 | $8.20M | 2.92% | 00.0% | Unchanged |
| Private Management Group Inc | 556,422 | $10.7M | 0.38% | −1,057−0.2% | Reduced |
| Dimensional Fund Advisors LP | 654,115 | $12.6M | 0.00% | +12,768+2.0% | Added |
| Vanguard Group Inc | 947,490 | $18.2M | 0.00% | −24,842−2.6% | Reduced |
| BlackRock, Inc. | 1,143,463 | $22.0M | 0.00% | +1,143,463 | New |
| Fourthstone LLC | 1,868,778 | $36.0M | 8.02% | +149,506+8.7% | Added |
| 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 |