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, Q4 2024
Institutional positions in Community West Bancshares as of Dec 31, 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
- 91
- +8 vs. Q3 2024
- Shares held
- 9.44M
- +44.4K (+0.5%) vs. Q3 2024
- Total value
- $182.9M
- +$1.89M (+1.0%) vs. Q3 2024
- New holders
- 14
- 35 more added
- Sold out
- 6
- 20 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Community West Bancshares; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 1,744,665 | $33.8M | 6.60% | −124,113−6.6% | Reduced |
| BlackRock, Inc. | 1,150,330 | $22.3M | 0.00% | +6,867+0.6% | Added |
| Vanguard Group Inc | 904,345 | $17.5M | 0.00% | −43,145−4.6% | Reduced |
| Dimensional Fund Advisors LP | 689,624 | $13.4M | 0.00% | +35,509+5.4% | Added |
| Private Management Group Inc | 552,621 | $10.7M | 0.39% | −3,801−0.7% | Reduced |
| PL Capital Advisors, LLC | 425,551 | $8.24M | 2.81% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 388,162 | $7.52M | 0.00% | −1,086−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 357,454 | $6.92M | 0.01% | −230.0% | Reduced |
| Systematic Financial Management LP | 300,035 | $5.81M | 0.15% | +7,225+2.5% | Added |
| Ameriprise Financial Inc | 289,132 | $5.60M | 0.00% | −39,519−12.0% | Reduced |
| State Street Corp | 254,549 | $4.93M | 0.00% | +2,605+1.0% | Added |
| FMR LLC | 221,026 | $4.28M | 0.00% | +220,110+24,029.5% | Added |
| Siena Capital Partners GP, LLC | 210,257 | $4.07M | 1.12% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 162,061 | $3.14M | 1.09% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 158,815 | $3.08M | 0.07% | −44,444−21.9% | Reduced |
| Northern Trust Corp | 136,407 | $2.64M | 0.00% | −1,755−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 118,719 | $2.30M | 0.05% | +3,175+2.7% | Added |
| American Century Companies Inc | 103,009 | $2.00M | 0.00% | −4,217−3.9% | Reduced |
| Wellington Management Group LLP | 89,333 | $1.73M | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 74,705 | $1.45M | 0.67% | 00.0% | Unchanged |
| Empowered Funds, LLC | 67,014 | $1.30M | 0.02% | −9,444−12.4% | Reduced |
| Renaissance Technologies LLC | 58,808 | $1.14M | 0.00% | +163+0.3% | Added |
| Victory Capital Management Inc | 54,600 | $1.06M | 0.00% | +10,600+24.1% | Added |
| Goldman Sachs Group Inc | 50,280 | $973.9K | 0.00% | +12,137+31.8% | Added |
| Charles Schwab Investment Management Inc | 48,419 | $937.9K | 0.00% | +1,623+3.5% | Added |
| Bank of New York Mellon Corp | 43,451 | $841.6K | 0.00% | −52,028−54.5% | Reduced |
| Morgan Stanley | 42,394 | $821.2K | 0.00% | −10,005−19.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 37,413 | $724.7K | 0.00% | +37,413 | New |
| First Manhattan Co | 34,358 | $665.5K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 32,865 | $636.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 32,447 | $628.5K | 0.00% | +15,616+92.8% | Added |
| UBS Group AG | 32,279 | $625.2K | 0.00% | +22,564+232.3% | Added |
| Brinker Capital Investments, LLC | 27,510 | $532.9K | 0.01% | −116−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 27,510 | $532.9K | 0.01% | −116−0.4% | Reduced |
| Barclays PLC | 25,456 | $493.1K | 0.00% | +3,399+15.4% | Added |
| Arrowstreet Capital, Limited Partnership | 24,562 | $475.8K | 0.00% | −21,428−46.6% | Reduced |
| Kestra Private Wealth Services, LLC | 23,890 | $462.7K | 0.01% | +1,598+7.2% | Added |
| Invesco Ltd. | 22,873 | $443.1K | 0.00% | +515+2.3% | Added |
| Boothbay Fund Management, LLC | 22,562 | $437.0K | 0.01% | +22,562 | New |
| Alliancebernstein L.P. | 22,480 | $435.4K | 0.00% | +22,480 | New |
| Pinnacle Holdings, LLC | 21,906 | $424.3K | 0.16% | 00.0% | Unchanged |
| Rhumbline Advisers | 21,387 | $414.3K | 0.00% | +2,430+12.8% | Added |
| Mercer Global Advisors Inc | 21,382 | $414.2K | 0.00% | +21,382 | New |
| Citadel Advisors LLC | 20,838 | $403.6K | 0.00% | +18,706+877.4% | Added |
| Emerald Mutual Fund Advisers Trust | 19,168 | $371.3K | 0.02% | −10.0% | Reduced |
| Bank of America Corp | 17,678 | $342.4K | 0.00% | +5,274+42.5% | Added |
| Deutsche Bank AG | 17,254 | $334.2K | 0.00% | +11,254+187.6% | Added |
| Squarepoint Ops LLC | 16,983 | $329.0K | 0.00% | +16,983 | New |
| Wells Fargo & Company | 16,175 | $313.3K | 0.00% | +2,164+15.4% | Added |
| Private Wealth Advisors | 14,994 | $290.4K | 0.13% | +84+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 14,497 | $280.8K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 14,215 | $275.3K | 0.00% | +921+6.9% | Added |
| Royal Bank of Canada | 14,157 | $274.0K | 0.00% | +1,888+15.4% | Added |
| Potentia Wealth | 13,092 | $253.6K | 0.11% | +13,092 | New |
| Forum Financial Management, LP | 12,668 | $245.4K | 0.00% | +12,668 | New |
| Bridgewealth Advisory Group, LLC | 12,240 | $231.9K | 0.07% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,528 | $223.3K | 0.00% | +69+0.6% | Added |
| Channel Wealth LLC | 11,517 | $223.1K | 0.07% | −333−2.8% | Reduced |
| Sharper & Granite LLC | 10,362 | $200.7K | 0.09% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 9,741 | $188.7K | 0.00% | +407+4.4% | Added |
| MetLife Investment Management | 9,222 | $178.6K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 8,415 | $163.0K | 0.00% | −635−7.0% | Reduced |
| JPMorgan Chase & Co | 7,686 | $148.9K | 0.00% | +306+4.1% | Added |
| SG Americas Securities, LLC | 7,342 | $142.0K | 0.00% | +471+6.9% | Added |
| New York State Common Retirement Fund | 6,033 | $116.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,600 | $89.1K | 0.00% | +1,041+29.2% | Added |
| BFSG, LLC | 4,092 | $79.3K | 0.01% | −320−7.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,405 | $66.0K | 0.00% | +3,405 | New |
| US Bancorp | 2,906 | $56.3K | 0.00% | +2,906 | New |
| Tower Research Capital LLC (TRC) | 2,096 | $40.6K | 0.00% | +529+33.8% | Added |
| The PNC Financial Services Group, Inc. | 2,000 | $38.7K | 0.00% | +400+25.0% | Added |
| Allworth Financial LP | 1,910 | $35.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,475 | $28.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,463 | $28.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,376 | $26.7K | 0.00% | +1,376 | New |
| California State Teachers Retirement System | 1,226 | $23.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,200 | $21.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 543 | $10.5K | 0.00% | +489+905.6% | Added |
| Amalgamated Bank | 538 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 314 | $6.08K | 0.00% | +310+7,750.0% | Added |
| Salem Investment Counselors Inc | 300 | $5.81K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 277 | $5.36K | 0.00% | +277 | New |
| Harbor Capital Advisors, Inc. | 222 | $4.00K | 0.00% | +75+51.0% | Added |
| North Star Investment Management Corp. | 150 | $2.91K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 120 | $2.32K | 0.00% | +1+0.8% | Added |
| CWM, LLC | 70 | $1.00K | 0.00% | +12+20.7% | Added |
| Comerica Bank | 47 | $910 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $581 | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 23 | $446 | 0.00% | +23 | New |
| GAMMA Investing LLC | 14 | $271 | 0.00% | −25−64.1% | Reduced |
| Assetmark, Inc | 9 | $174 | 0.00% | +9 | New |
| LSV Asset Management | 0 | $0 | 0.00% | −77,441−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −39,515−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −16,594−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,594−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |