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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 9 | $174 | 0.00% | +9 | New |
| GAMMA Investing LLC | 14 | $271 | 0.00% | −25−64.1% | Reduced |
| Massmutual Trust Co FSB | 23 | $446 | 0.00% | +23 | New |
| Rothschild Investment LLC | 30 | $581 | 0.00% | +30 | New |
| Comerica Bank | 47 | $910 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 70 | $1.00K | 0.00% | +12+20.7% | Added |
| GWM Advisors LLC | 120 | $2.32K | 0.00% | +1+0.8% | Added |
| North Star Investment Management Corp. | 150 | $2.91K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 222 | $4.00K | 0.00% | +75+51.0% | Added |
| Advisor Group Holdings, Inc. | 277 | $5.36K | 0.00% | +277 | New |
| Salem Investment Counselors Inc | 300 | $5.81K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 314 | $6.08K | 0.00% | +310+7,750.0% | Added |
| Amalgamated Bank | 538 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 543 | $10.5K | 0.00% | +489+905.6% | Added |
| CIBC Private Wealth Group, LLC | 1,200 | $21.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,226 | $23.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,376 | $26.7K | 0.00% | +1,376 | New |
| Legal & General Group Plc | 1,463 | $28.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,475 | $28.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,910 | $35.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,000 | $38.7K | 0.00% | +400+25.0% | Added |
| Tower Research Capital LLC (TRC) | 2,096 | $40.6K | 0.00% | +529+33.8% | Added |
| US Bancorp | 2,906 | $56.3K | 0.00% | +2,906 | New |
| Police & Firemen's Retirement System of New Jersey | 3,405 | $66.0K | 0.00% | +3,405 | New |
| BFSG, LLC | 4,092 | $79.3K | 0.01% | −320−7.3% | Reduced |
| BNP Paribas Arbitrage, SA | 4,600 | $89.1K | 0.00% | +1,041+29.2% | Added |
| New York State Common Retirement Fund | 6,033 | $116.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,342 | $142.0K | 0.00% | +471+6.9% | Added |
| JPMorgan Chase & Co | 7,686 | $148.9K | 0.00% | +306+4.1% | Added |
| Corebridge Financial, Inc. | 8,415 | $163.0K | 0.00% | −635−7.0% | Reduced |
| MetLife Investment Management | 9,222 | $178.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 9,741 | $188.7K | 0.00% | +407+4.4% | Added |
| Sharper & Granite LLC | 10,362 | $200.7K | 0.09% | 00.0% | Unchanged |
| Channel Wealth LLC | 11,517 | $223.1K | 0.07% | −333−2.8% | Reduced |
| First Trust Advisors LP | 11,528 | $223.3K | 0.00% | +69+0.6% | Added |
| Bridgewealth Advisory Group, LLC | 12,240 | $231.9K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 12,668 | $245.4K | 0.00% | +12,668 | New |
| Potentia Wealth | 13,092 | $253.6K | 0.11% | +13,092 | New |
| Royal Bank of Canada | 14,157 | $274.0K | 0.00% | +1,888+15.4% | Added |
| Citigroup Inc | 14,215 | $275.3K | 0.00% | +921+6.9% | Added |
| Mount Yale Investment Advisors, LLC | 14,497 | $280.8K | 0.02% | 00.0% | Unchanged |
| Private Wealth Advisors | 14,994 | $290.4K | 0.13% | +84+0.6% | Added |
| Wells Fargo & Company | 16,175 | $313.3K | 0.00% | +2,164+15.4% | Added |
| Squarepoint Ops LLC | 16,983 | $329.0K | 0.00% | +16,983 | New |
| Deutsche Bank AG | 17,254 | $334.2K | 0.00% | +11,254+187.6% | Added |
| Bank of America Corp | 17,678 | $342.4K | 0.00% | +5,274+42.5% | Added |
| Emerald Mutual Fund Advisers Trust | 19,168 | $371.3K | 0.02% | −10.0% | Reduced |
| Citadel Advisors LLC | 20,838 | $403.6K | 0.00% | +18,706+877.4% | Added |
| Mercer Global Advisors Inc | 21,382 | $414.2K | 0.00% | +21,382 | New |
| Rhumbline Advisers | 21,387 | $414.3K | 0.00% | +2,430+12.8% | Added |
| Pinnacle Holdings, LLC | 21,906 | $424.3K | 0.16% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 22,480 | $435.4K | 0.00% | +22,480 | New |
| Boothbay Fund Management, LLC | 22,562 | $437.0K | 0.01% | +22,562 | New |
| Invesco Ltd. | 22,873 | $443.1K | 0.00% | +515+2.3% | Added |
| Kestra Private Wealth Services, LLC | 23,890 | $462.7K | 0.01% | +1,598+7.2% | Added |
| Arrowstreet Capital, Limited Partnership | 24,562 | $475.8K | 0.00% | −21,428−46.6% | Reduced |
| Barclays PLC | 25,456 | $493.1K | 0.00% | +3,399+15.4% | 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 |
| UBS Group AG | 32,279 | $625.2K | 0.00% | +22,564+232.3% | Added |
| Two Sigma Investments, LP | 32,447 | $628.5K | 0.00% | +15,616+92.8% | Added |
| Nuveen Asset Management, LLC | 32,865 | $636.6K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 34,358 | $665.5K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 37,413 | $724.7K | 0.00% | +37,413 | New |
| Morgan Stanley | 42,394 | $821.2K | 0.00% | −10,005−19.1% | Reduced |
| Bank of New York Mellon Corp | 43,451 | $841.6K | 0.00% | −52,028−54.5% | Reduced |
| Charles Schwab Investment Management Inc | 48,419 | $937.9K | 0.00% | +1,623+3.5% | Added |
| Goldman Sachs Group Inc | 50,280 | $973.9K | 0.00% | +12,137+31.8% | Added |
| Victory Capital Management Inc | 54,600 | $1.06M | 0.00% | +10,600+24.1% | Added |
| Renaissance Technologies LLC | 58,808 | $1.14M | 0.00% | +163+0.3% | Added |
| Empowered Funds, LLC | 67,014 | $1.30M | 0.02% | −9,444−12.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 74,705 | $1.45M | 0.67% | 00.0% | Unchanged |
| Wellington Management Group LLP | 89,333 | $1.73M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 103,009 | $2.00M | 0.00% | −4,217−3.9% | Reduced |
| Kennedy Capital Management, Inc. | 118,719 | $2.30M | 0.05% | +3,175+2.7% | Added |
| Northern Trust Corp | 136,407 | $2.64M | 0.00% | −1,755−1.3% | Reduced |
| Bridgeway Capital Management, LLC | 158,815 | $3.08M | 0.07% | −44,444−21.9% | Reduced |
| Cutler Capital Management, LLC | 162,061 | $3.14M | 1.09% | 00.0% | Unchanged |
| Siena Capital Partners GP, LLC | 210,257 | $4.07M | 1.12% | 00.0% | Unchanged |
| FMR LLC | 221,026 | $4.28M | 0.00% | +220,110+24,029.5% | Added |
| State Street Corp | 254,549 | $4.93M | 0.00% | +2,605+1.0% | Added |
| Ameriprise Financial Inc | 289,132 | $5.60M | 0.00% | −39,519−12.0% | Reduced |
| Systematic Financial Management LP | 300,035 | $5.81M | 0.15% | +7,225+2.5% | Added |
| Manufacturers Life Insurance Company, The | 357,454 | $6.92M | 0.01% | −230.0% | Reduced |
| Geode Capital Management, LLC | 388,162 | $7.52M | 0.00% | −1,086−0.3% | Reduced |
| PL Capital Advisors, LLC | 425,551 | $8.24M | 2.81% | 00.0% | Unchanged |
| Private Management Group Inc | 552,621 | $10.7M | 0.39% | −3,801−0.7% | Reduced |
| Dimensional Fund Advisors LP | 689,624 | $13.4M | 0.00% | +35,509+5.4% | Added |
| Vanguard Group Inc | 904,345 | $17.5M | 0.00% | −43,145−4.6% | Reduced |
| BlackRock, Inc. | 1,150,330 | $22.3M | 0.00% | +6,867+0.6% | Added |
| Fourthstone LLC | 1,744,665 | $33.8M | 6.60% | −124,113−6.6% | Reduced |
| 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 |