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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 5 | $92 | 0.00% | +5 | New |
| Assetmark, Inc | 9 | $166 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30 | $554 | 0.00% | −247−89.2% | Reduced |
| True Wealth Design, LLC | 41 | $758 | 0.00% | +41 | New |
| Rothschild Investment LLC | 45 | $832 | 0.00% | +15+50.0% | Added |
| Comerica Bank | 47 | $869 | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 72 | $1.00K | 0.00% | −150−67.6% | Reduced |
| GAMMA Investing LLC | 68 | $1.26K | 0.00% | +54+385.7% | Added |
| Massmutual Trust Co FSB | 99 | $1.83K | 0.00% | +76+330.4% | Added |
| North Star Investment Management Corp. | 150 | $2.77K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 258 | $4.75K | 0.00% | −56−17.8% | Reduced |
| CWM, LLC | 248 | $5.00K | 0.00% | +178+254.3% | Added |
| Sterling Capital Management LLC | 292 | $5.40K | 0.00% | −251−46.2% | Reduced |
| Salem Investment Counselors Inc | 300 | $5.54K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 355 | $6.57K | 0.00% | +355 | New |
| Amalgamated Bank | 538 | $10.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 838 | $15.5K | 0.00% | +838 | New |
| Picton Mahoney Asset Management | 1,072 | $20.0K | 0.00% | +1,072 | New |
| CIBC Private Wealth Group, LLC | 1,258 | $20.7K | 0.00% | +58+4.8% | Added |
| California State Teachers Retirement System | 1,226 | $22.7K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,256 | $23.2K | 0.00% | +1,256 | New |
| Spire Wealth Management | 1,376 | $25.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,463 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,475 | $27.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,844 | $34.1K | 0.00% | −252−12.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,565 | $47.4K | 0.00% | +565+28.2% | Added |
| US Bancorp | 2,906 | $53.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,405 | $62.9K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 4,092 | $75.6K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,872 | $109.0K | 0.00% | −1,470−20.0% | Reduced |
| New York State Common Retirement Fund | 6,033 | $111.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,015 | $121.9K | 0.00% | +5,105+267.3% | Added |
| Corebridge Financial, Inc. | 8,293 | $153.3K | 0.00% | −122−1.4% | Reduced |
| MetLife Investment Management | 9,222 | $170.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 10,188 | $188.3K | 0.00% | +447+4.6% | Added |
| Sharper & Granite LLC | 10,362 | $191.5K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 10,506 | $194.2K | 0.00% | −21,773−67.5% | Reduced |
| Channel Wealth LLC | 10,761 | $198.9K | 0.06% | −756−6.6% | Reduced |
| Bank of America Corp | 11,052 | $204.2K | 0.00% | −6,626−37.5% | Reduced |
| Cubist Systematic Strategies, LLC | 11,339 | $209.5K | 0.00% | +11,339 | New |
| First Trust Advisors LP | 11,371 | $210.1K | 0.00% | −157−1.4% | Reduced |
| Royal Bank of Canada | 12,025 | $222.0K | 0.00% | −2,132−15.1% | Reduced |
| Bridgewealth Advisory Group, LLC | 12,240 | $226.2K | 0.30% | 00.0% | Unchanged |
| Forum Financial Management, LP | 12,668 | $234.1K | 0.00% | 00.0% | Unchanged |
| Potentia Wealth | 13,092 | $241.9K | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 13,310 | $246.0K | 0.00% | −905−6.4% | Reduced |
| Wells Fargo & Company | 14,160 | $261.7K | 0.00% | −2,015−12.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,497 | $267.9K | 0.02% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 14,894 | $275.2K | 0.01% | −103,825−87.5% | Reduced |
| JPMorgan Chase & Co | 14,988 | $277.0K | 0.00% | +7,302+95.0% | Added |
| Private Wealth Advisors | 15,088 | $278.8K | 0.12% | +94+0.6% | Added |
| Deutsche Bank AG | 16,897 | $312.3K | 0.00% | −357−2.1% | Reduced |
| Barclays PLC | 16,997 | $314.1K | 0.00% | −8,459−33.2% | Reduced |
| Rhumbline Advisers | 17,677 | $326.7K | 0.00% | −3,710−17.3% | Reduced |
| BNP Paribas Arbitrage, SA | 18,630 | $344.3K | 0.00% | +14,030+305.0% | Added |
| Marshall Wace, LLP | 18,952 | $350.2K | 0.00% | +18,952 | New |
| Emerald Mutual Fund Advisers Trust | 19,168 | $354.2K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 20,243 | $374.1K | 0.00% | −2,630−11.5% | Reduced |
| Mercer Global Advisors Inc | 21,700 | $401.0K | 0.00% | +318+1.5% | Added |
| Pinnacle Holdings, LLC | 21,906 | $404.8K | 0.15% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 22,562 | $416.9K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 23,066 | $426.3K | 0.00% | −9,381−28.9% | Reduced |
| Susquehanna International Group, LLP | 23,371 | $431.9K | 0.00% | +23,371 | New |
| Kestra Private Wealth Services, LLC | 24,009 | $443.7K | 0.01% | +119+0.5% | Added |
| Alliancebernstein L.P. | 26,139 | $483.0K | 0.00% | +3,659+16.3% | 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 |
| Squarepoint Ops LLC | 28,214 | $521.4K | 0.00% | +11,231+66.1% | Added |
| Nuveen, LLC | 31,262 | $577.7K | 0.00% | +31,262 | New |
| Empowered Funds, LLC | 31,579 | $583.6K | 0.01% | −35,435−52.9% | Reduced |
| Jane Street Group, LLC | 31,982 | $591.0K | 0.00% | +31,982 | New |
| First Manhattan Co | 34,358 | $634.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 41,122 | $759.9K | 0.00% | −1,272−3.0% | Reduced |
| Bank of New York Mellon Corp | 42,682 | $788.8K | 0.00% | −769−1.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 46,114 | $852.2K | 0.00% | +8,701+23.3% | Added |
| Goldman Sachs Group Inc | 47,590 | $879.5K | 0.00% | −2,690−5.4% | Reduced |
| Charles Schwab Investment Management Inc | 48,447 | $895.3K | 0.00% | +28+0.1% | Added |
| Arbiter Partners Capital Management LLC | 50,739 | $937.7K | 1.14% | +50,739 | New |
| Citadel Advisors LLC | 51,234 | $946.8K | 0.00% | +30,396+145.9% | Added |
| Victory Capital Management Inc | 56,000 | $1.03M | 0.00% | +1,400+2.6% | Added |
| Renaissance Technologies LLC | 56,245 | $1.04M | 0.00% | −2,563−4.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 74,077 | $1.37M | 0.65% | −628−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 78,280 | $1.45M | 0.04% | −80,535−50.7% | Reduced |
| American Century Companies Inc | 94,356 | $1.74M | 0.00% | −8,653−8.4% | Reduced |
| Northern Trust Corp | 152,040 | $2.81M | 0.00% | +15,633+11.5% | Added |
| Wellington Management Group LLP | 152,187 | $2.81M | 0.00% | +62,854+70.4% | Added |
| Cutler Capital Management, LLC | 162,061 | $2.99M | 1.04% | 00.0% | Unchanged |
| Siena Capital Partners GP, LLC | 210,257 | $3.89M | 1.15% | 00.0% | Unchanged |
| FMR LLC | 213,251 | $3.94M | 0.00% | −7,775−3.5% | Reduced |
| State Street Corp | 263,828 | $4.88M | 0.00% | +9,279+3.6% | Added |
| Ameriprise Financial Inc | 301,201 | $5.57M | 0.00% | +12,069+4.2% | Added |
| Systematic Financial Management LP | 302,435 | $5.59M | 0.16% | +2,400+0.8% | Added |
| Manufacturers Life Insurance Company, The | 354,950 | $6.56M | 0.01% | −2,504−0.7% | Reduced |
| Geode Capital Management, LLC | 396,899 | $7.34M | 0.00% | +8,737+2.3% | Added |
| PL Capital Advisors, LLC | 425,551 | $7.86M | 2.64% | 00.0% | Unchanged |
| Private Management Group Inc | 550,076 | $10.2M | 0.36% | −2,545−0.5% | Reduced |
| Dimensional Fund Advisors LP | 719,383 | $13.3M | 0.00% | +29,759+4.3% | Added |
| Vanguard Group Inc | 932,671 | $17.2M | 0.00% | +28,326+3.1% | Added |
| BlackRock, Inc. | 1,117,790 | $20.7M | 0.00% | −32,540−2.8% | Reduced |
| Fourthstone LLC | 1,795,566 | $33.2M | 8.23% | +50,901+2.9% | Added |