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, Q1 2025
Institutional positions in Community West Bancshares as of Mar 31, 2025. 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
- 100
- +10 vs. Q4 2024
- Shares held
- 9.52M
- +106.5K (+1.1%) vs. Q4 2024
- Total value
- $175.9M
- −$6.41M (−3.5%) vs. Q4 2024
- New holders
- 12
- 28 more added
- Sold out
- 2
- 34 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Community West Bancshares; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 1,795,566 | $33.2M | 8.23% | +50,901+2.9% | Added |
| BlackRock, Inc. | 1,117,790 | $20.7M | 0.00% | −32,540−2.8% | Reduced |
| Vanguard Group Inc | 932,671 | $17.2M | 0.00% | +28,326+3.1% | Added |
| Dimensional Fund Advisors LP | 719,383 | $13.3M | 0.00% | +29,759+4.3% | Added |
| Private Management Group Inc | 550,076 | $10.2M | 0.36% | −2,545−0.5% | Reduced |
| PL Capital Advisors, LLC | 425,551 | $7.86M | 2.64% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 396,899 | $7.34M | 0.00% | +8,737+2.3% | Added |
| Manufacturers Life Insurance Company, The | 354,950 | $6.56M | 0.01% | −2,504−0.7% | Reduced |
| Systematic Financial Management LP | 302,435 | $5.59M | 0.16% | +2,400+0.8% | Added |
| Ameriprise Financial Inc | 301,201 | $5.57M | 0.00% | +12,069+4.2% | Added |
| State Street Corp | 263,828 | $4.88M | 0.00% | +9,279+3.6% | Added |
| FMR LLC | 213,251 | $3.94M | 0.00% | −7,775−3.5% | Reduced |
| Siena Capital Partners GP, LLC | 210,257 | $3.89M | 1.15% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 162,061 | $2.99M | 1.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 152,187 | $2.81M | 0.00% | +62,854+70.4% | Added |
| Northern Trust Corp | 152,040 | $2.81M | 0.00% | +15,633+11.5% | Added |
| American Century Companies Inc | 94,356 | $1.74M | 0.00% | −8,653−8.4% | Reduced |
| Bridgeway Capital Management, LLC | 78,280 | $1.45M | 0.04% | −80,535−50.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 74,077 | $1.37M | 0.65% | −628−0.8% | Reduced |
| Renaissance Technologies LLC | 56,245 | $1.04M | 0.00% | −2,563−4.4% | Reduced |
| Victory Capital Management Inc | 56,000 | $1.03M | 0.00% | +1,400+2.6% | Added |
| Citadel Advisors LLC | 51,234 | $946.8K | 0.00% | +30,396+145.9% | Added |
| Arbiter Partners Capital Management LLC | 50,739 | $937.7K | 1.14% | +50,739 | New |
| Charles Schwab Investment Management Inc | 48,447 | $895.3K | 0.00% | +28+0.1% | Added |
| Goldman Sachs Group Inc | 47,590 | $879.5K | 0.00% | −2,690−5.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 46,114 | $852.2K | 0.00% | +8,701+23.3% | Added |
| Bank of New York Mellon Corp | 42,682 | $788.8K | 0.00% | −769−1.8% | Reduced |
| Morgan Stanley | 41,122 | $759.9K | 0.00% | −1,272−3.0% | Reduced |
| First Manhattan Co | 34,358 | $634.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 31,982 | $591.0K | 0.00% | +31,982 | New |
| Empowered Funds, LLC | 31,579 | $583.6K | 0.01% | −35,435−52.9% | Reduced |
| Nuveen, LLC | 31,262 | $577.7K | 0.00% | +31,262 | New |
| Squarepoint Ops LLC | 28,214 | $521.4K | 0.00% | +11,231+66.1% | Added |
| Brinker Capital Investments, LLC | 27,210 | $502.8K | 0.00% | −300−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 27,210 | $502.8K | 0.00% | −300−1.1% | Reduced |
| Alliancebernstein L.P. | 26,139 | $483.0K | 0.00% | +3,659+16.3% | Added |
| Kestra Private Wealth Services, LLC | 24,009 | $443.7K | 0.01% | +119+0.5% | Added |
| Susquehanna International Group, LLP | 23,371 | $431.9K | 0.00% | +23,371 | New |
| Two Sigma Investments, LP | 23,066 | $426.3K | 0.00% | −9,381−28.9% | Reduced |
| Boothbay Fund Management, LLC | 22,562 | $416.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 21,906 | $404.8K | 0.15% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 21,700 | $401.0K | 0.00% | +318+1.5% | Added |
| Invesco Ltd. | 20,243 | $374.1K | 0.00% | −2,630−11.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 19,168 | $354.2K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 18,952 | $350.2K | 0.00% | +18,952 | New |
| BNP Paribas Arbitrage, SA | 18,630 | $344.3K | 0.00% | +14,030+305.0% | Added |
| Rhumbline Advisers | 17,677 | $326.7K | 0.00% | −3,710−17.3% | Reduced |
| Barclays PLC | 16,997 | $314.1K | 0.00% | −8,459−33.2% | Reduced |
| Deutsche Bank AG | 16,897 | $312.3K | 0.00% | −357−2.1% | Reduced |
| Private Wealth Advisors | 15,088 | $278.8K | 0.12% | +94+0.6% | Added |
| JPMorgan Chase & Co | 14,988 | $277.0K | 0.00% | +7,302+95.0% | Added |
| Kennedy Capital Management, Inc. | 14,894 | $275.2K | 0.01% | −103,825−87.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,497 | $267.9K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,160 | $261.7K | 0.00% | −2,015−12.5% | Reduced |
| Citigroup Inc | 13,310 | $246.0K | 0.00% | −905−6.4% | Reduced |
| Potentia Wealth | 13,092 | $241.9K | 0.11% | 00.0% | Unchanged |
| Forum Financial Management, LP | 12,668 | $234.1K | 0.00% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 12,240 | $226.2K | 0.30% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,025 | $222.0K | 0.00% | −2,132−15.1% | Reduced |
| First Trust Advisors LP | 11,371 | $210.1K | 0.00% | −157−1.4% | Reduced |
| Cubist Systematic Strategies, LLC | 11,339 | $209.5K | 0.00% | +11,339 | New |
| Bank of America Corp | 11,052 | $204.2K | 0.00% | −6,626−37.5% | Reduced |
| Channel Wealth LLC | 10,761 | $198.9K | 0.06% | −756−6.6% | Reduced |
| UBS Group AG | 10,506 | $194.2K | 0.00% | −21,773−67.5% | Reduced |
| Sharper & Granite LLC | 10,362 | $191.5K | 0.08% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 10,188 | $188.3K | 0.00% | +447+4.6% | Added |
| MetLife Investment Management | 9,222 | $170.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 8,293 | $153.3K | 0.00% | −122−1.4% | Reduced |
| Allworth Financial LP | 7,015 | $121.9K | 0.00% | +5,105+267.3% | Added |
| New York State Common Retirement Fund | 6,033 | $111.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,872 | $109.0K | 0.00% | −1,470−20.0% | Reduced |
| BFSG, LLC | 4,092 | $75.6K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,405 | $62.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,906 | $53.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,565 | $47.4K | 0.00% | +565+28.2% | Added |
| Tower Research Capital LLC (TRC) | 1,844 | $34.1K | 0.00% | −252−12.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,475 | $27.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,463 | $27.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,376 | $25.4K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,256 | $23.2K | 0.00% | +1,256 | New |
| California State Teachers Retirement System | 1,226 | $22.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,258 | $20.7K | 0.00% | +58+4.8% | Added |
| Picton Mahoney Asset Management | 1,072 | $20.0K | 0.00% | +1,072 | New |
| Russell Investments Group, Ltd. | 838 | $15.5K | 0.00% | +838 | New |
| Amalgamated Bank | 538 | $10.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 355 | $6.57K | 0.00% | +355 | New |
| Salem Investment Counselors Inc | 300 | $5.54K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 292 | $5.40K | 0.00% | −251−46.2% | Reduced |
| CWM, LLC | 248 | $5.00K | 0.00% | +178+254.3% | Added |
| Farther Finance Advisors, LLC | 258 | $4.75K | 0.00% | −56−17.8% | Reduced |
| North Star Investment Management Corp. | 150 | $2.77K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $1.83K | 0.00% | +76+330.4% | Added |
| GAMMA Investing LLC | 68 | $1.26K | 0.00% | +54+385.7% | Added |
| Harbor Capital Advisors, Inc. | 72 | $1.00K | 0.00% | −150−67.6% | Reduced |
| Comerica Bank | 47 | $869 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $832 | 0.00% | +15+50.0% | Added |
| True Wealth Design, LLC | 41 | $758 | 0.00% | +41 | New |
| Advisor Group Holdings, Inc. | 30 | $554 | 0.00% | −247−89.2% | Reduced |
| Assetmark, Inc | 9 | $166 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5 | $92 | 0.00% | +5 | New |