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, Q2 2025
Institutional positions in Community West Bancshares as of Jun 30, 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
- 96
- −3 vs. Q1 2025
- Shares held
- 9.78M
- +287.5K (+3.0%) vs. Q1 2025
- Total value
- $190.8M
- +$15.4M (+8.8%) vs. Q1 2025
- New holders
- 10
- 35 more added
- Sold out
- 13
- 31 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Community West Bancshares; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $20 | 0.00% | −40−97.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3 | $59 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 4 | $78 | 0.00% | −254−98.4% | Reduced |
| Assetmark, Inc | 9 | $176 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13 | $254 | 0.00% | +8+160.0% | Added |
| Clearstead Advisors, LLC | 16 | $313 | 0.00% | +16 | New |
| Massmutual Trust Co FSB | 23 | $449 | 0.00% | −76−76.8% | Reduced |
| Essential Partners LLC | 26 | $507 | 0.00% | +26 | New |
| GAMMA Investing LLC | 47 | $917 | 0.00% | −21−30.9% | Reduced |
| Comerica Bank | 47 | $917 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $1.11K | 0.00% | +55 | New |
| Harbor Capital Advisors, Inc. | 124 | $2.00K | 0.00% | +52+72.2% | Added |
| Jones Financial Companies LLLP | 116 | $2.23K | 0.00% | +116 | New |
| North Star Investment Management Corp. | 150 | $2.93K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 274 | $5.35K | 0.00% | −564−67.3% | Reduced |
| Salem Investment Counselors Inc | 300 | $5.85K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 364 | $7.10K | 0.00% | +334+1,113.3% | Added |
| Sterling Capital Management LLC | 377 | $7.36K | 0.00% | +85+29.1% | Added |
| Amalgamated Bank | 538 | $10.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 896 | $17.0K | 0.00% | +648+261.3% | Added |
| CIBC Private Wealth Group, LLC | 1,200 | $23.4K | 0.00% | −58−4.6% | Reduced |
| Spire Wealth Management | 1,297 | $25.3K | 0.00% | −79−5.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,475 | $28.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,528 | $29.8K | 0.00% | +65+4.4% | Added |
| Raymond James Financial Inc | 2,366 | $46.2K | 0.00% | +2,366 | New |
| The PNC Financial Services Group, Inc. | 2,532 | $49.4K | 0.00% | −33−1.3% | Reduced |
| US Bancorp | 2,906 | $56.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,237 | $63.2K | 0.00% | +1,393+75.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,405 | $66.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 4,092 | $79.8K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,705 | $91.8K | 0.00% | −13,925−74.7% | Reduced |
| New York State Common Retirement Fund | 6,033 | $117.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,029 | $137.1K | 0.00% | +14+0.2% | Added |
| Citigroup Inc | 7,297 | $142.4K | 0.00% | −6,013−45.2% | Reduced |
| UBS Group AG | 7,604 | $148.4K | 0.00% | −2,902−27.6% | Reduced |
| MetLife Investment Management | 9,107 | $177.7K | 0.00% | −115−1.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,175 | $179.0K | 0.00% | −1,013−9.9% | Reduced |
| Channel Wealth LLC | 10,761 | $209.9K | 0.06% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,878 | $212.2K | 0.00% | −461−4.1% | Reduced |
| Sharper & Granite LLC | 10,362 | $215.6K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,413 | $222.0K | 0.00% | −612−5.1% | Reduced |
| First Trust Advisors LP | 12,165 | $237.3K | 0.00% | +794+7.0% | Added |
| Deutsche Bank AG | 12,685 | $247.5K | 0.00% | −4,212−24.9% | Reduced |
| AQR Capital Management LLC | 13,133 | $256.2K | 0.00% | +13,133 | New |
| Black Maple Capital Management LP | 13,415 | $261.7K | 0.18% | +13,415 | New |
| Trexquant Investment LP | 15,764 | $307.6K | 0.00% | +15,764 | New |
| Emerald Mutual Fund Advisers Trust | 19,168 | $374.0K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 19,471 | $379.9K | 0.00% | −772−3.8% | Reduced |
| Wells Fargo & Company | 19,568 | $381.8K | 0.00% | +5,408+38.2% | Added |
| JPMorgan Chase & Co | 21,357 | $416.7K | 0.00% | +6,369+42.5% | Added |
| Mercer Global Advisors Inc | 21,745 | $424.2K | 0.00% | +45+0.2% | Added |
| Pinnacle Holdings, LLC | 21,906 | $427.4K | 0.15% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 22,562 | $440.2K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 22,725 | $443.4K | 0.00% | −646−2.8% | Reduced |
| Nuveen, LLC | 23,297 | $454.5K | 0.00% | −7,965−25.5% | Reduced |
| Jane Street Group, LLC | 23,843 | $465.2K | 0.00% | −8,139−25.4% | Reduced |
| Kestra Private Wealth Services, LLC | 24,117 | $470.5K | 0.01% | +108+0.4% | Added |
| Two Sigma Investments, LP | 24,205 | $472.2K | 0.00% | +1,139+4.9% | Added |
| HSBC Holdings PLC | 24,884 | $485.5K | 0.00% | +24,884 | New |
| Mount Yale Investment Advisors, LLC | 25,458 | $496.7K | 0.04% | +10,961+75.6% | Added |
| Bridgewealth Advisory Group, LLC | 25,800 | $503.4K | 0.13% | +13,560+110.8% | Added |
| Rhumbline Advisers | 25,850 | $504.3K | 0.00% | +8,173+46.2% | Added |
| Brinker Capital Investments, LLC | 28,321 | $552.5K | 0.00% | +1,111+4.1% | Added |
| Alliancebernstein L.P. | 31,180 | $608.3K | 0.00% | +5,041+19.3% | Added |
| Bank of America Corp | 32,651 | $637.0K | 0.00% | +21,599+195.4% | Added |
| First Manhattan Co | 34,358 | $670.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 38,070 | $742.7K | 0.00% | −9,520−20.0% | Reduced |
| Bank of New York Mellon Corp | 43,408 | $846.9K | 0.00% | +726+1.7% | Added |
| Arbiter Partners Capital Management LLC | 43,864 | $855.8K | 0.76% | −6,875−13.5% | Reduced |
| Bridgeway Capital Management, LLC | 46,701 | $911.1K | 0.02% | −31,579−40.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 49,747 | $970.6K | 0.00% | +3,633+7.9% | Added |
| Charles Schwab Investment Management Inc | 50,159 | $978.6K | 0.00% | +1,712+3.5% | Added |
| Victory Capital Management Inc | 54,300 | $1.06M | 0.00% | −1,700−3.0% | Reduced |
| Marshall Wace, LLP | 55,451 | $1.08M | 0.00% | +36,499+192.6% | Added |
| Renaissance Technologies LLC | 58,945 | $1.15M | 0.00% | +2,700+4.8% | Added |
| Barclays PLC | 59,963 | $1.17M | 0.00% | +42,966+252.8% | Added |
| Morgan Stanley | 67,906 | $1.32M | 0.00% | +26,784+65.1% | Added |
| Caldwell Sutter Capital, Inc. | 74,077 | $1.45M | 0.66% | 00.0% | Unchanged |
| Citadel Advisors LLC | 75,253 | $1.47M | 0.00% | +24,019+46.9% | Added |
| American Century Companies Inc | 90,053 | $1.76M | 0.00% | −4,303−4.6% | Reduced |
| Northern Trust Corp | 148,091 | $2.89M | 0.00% | −3,949−2.6% | Reduced |
| Wellington Management Group LLP | 155,636 | $3.04M | 0.00% | +3,449+2.3% | Added |
| Cutler Capital Management, LLC | 162,061 | $3.16M | 1.10% | 00.0% | Unchanged |
| FMR LLC | 196,756 | $3.84M | 0.00% | −16,495−7.7% | Reduced |
| Siena Capital Partners GP, LLC | 210,257 | $4.10M | 1.20% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 301,256 | $5.88M | 0.00% | +550.0% | Added |
| Systematic Financial Management LP | 308,375 | $6.02M | 0.16% | +5,940+2.0% | Added |
| State Street Corp | 316,253 | $6.17M | 0.00% | +52,425+19.9% | Added |
| Manufacturers Life Insurance Company, The | 352,351 | $6.87M | 0.01% | −2,599−0.7% | Reduced |
| Geode Capital Management, LLC | 396,070 | $7.73M | 0.00% | −829−0.2% | Reduced |
| PL Capital Advisors, LLC | 425,551 | $8.30M | 2.77% | 00.0% | Unchanged |
| Private Management Group Inc | 548,634 | $10.7M | 0.35% | −1,442−0.3% | Reduced |
| Dimensional Fund Advisors LP | 768,796 | $15.0M | 0.00% | +49,413+6.9% | Added |
| Vanguard Group Inc | 951,049 | $18.6M | 0.00% | +18,378+2.0% | Added |
| BlackRock, Inc. | 1,472,427 | $28.7M | 0.00% | +354,637+31.7% | Added |
| Fourthstone LLC | 1,573,924 | $30.7M | 6.02% | −221,642−12.3% | Reduced |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −31,579−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,214−100.0% | Sold out |
| Private Wealth Advisors | 0 | $0 | 0.00% | −15,088−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −14,894−100.0% | Sold out |