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, Q3 2025
Institutional positions in Community West Bancshares as of Sep 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
- 100
- +4 vs. Q2 2025
- Shares held
- 10.1M
- +281.8K (+2.9%) vs. Q2 2025
- Total value
- $209.6M
- +$18.9M (+9.9%) vs. Q2 2025
- New holders
- 10
- 36 more added
- Sold out
- 6
- 27 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Community West Bancshares; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 2 | $42 | 0.00% | +2 | New |
| Assetmark, Inc | 9 | $188 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11 | $229 | 0.00% | +11 | New |
| Nisa Investment Advisors, LLC | 13 | $271 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17 | $355 | 0.00% | +1+6.3% | Added |
| Whittier Trust Co | 22 | $459 | 0.00% | +22 | New |
| Massmutual Trust Co FSB | 23 | $479 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $480 | 0.00% | +22+2,200.0% | Added |
| Comerica Bank | 47 | $979 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 55 | $1.15K | 0.00% | +8+17.0% | Added |
| IFP Advisors, Inc | 70 | $1.46K | 0.00% | +15+27.3% | Added |
| EverSource Wealth Advisors, LLC | 71 | $1.48K | 0.00% | +68+2,266.7% | Added |
| Harbor Capital Advisors, Inc. | 113 | $2.00K | 0.00% | −11−8.9% | Reduced |
| Farther Finance Advisors, LLC | 111 | $2.31K | 0.00% | +107+2,675.0% | Added |
| Jones Financial Companies LLLP | 116 | $2.45K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $3.13K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 210 | $4.38K | 0.00% | +184+707.7% | Added |
| Optiver Holding B.V. | 286 | $5.96K | 0.00% | +286 | New |
| Salem Investment Counselors Inc | 300 | $6.25K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 403 | $8.40K | 0.00% | +39+10.7% | Added |
| Amalgamated Bank | 538 | $11.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 748 | $15.0K | 0.00% | +748 | New |
| Tower Research Capital LLC (TRC) | 797 | $16.6K | 0.00% | −2,440−75.4% | Reduced |
| Citigroup Inc | 867 | $18.1K | 0.00% | −6,430−88.1% | Reduced |
| Sterling Capital Management LLC | 954 | $19.9K | 0.00% | +577+153.1% | Added |
| California State Teachers Retirement System | 1,049 | $21.9K | 0.00% | +1,049 | New |
| CIBC Private Wealth Group, LLC | 1,200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,297 | $27.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,320 | $27.5K | 0.00% | +1,320 | New |
| Royal Bank of Canada | 1,359 | $28.0K | 0.00% | −10,054−88.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,475 | $30.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,528 | $31.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,983 | $41.3K | 0.00% | +1,709+623.7% | Added |
| The PNC Financial Services Group, Inc. | 2,329 | $48.5K | 0.00% | −203−8.0% | Reduced |
| US Bancorp | 2,906 | $60.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,184 | $66.0K | 0.00% | +2,288+255.4% | Added |
| BFSG, LLC | 3,762 | $78.4K | 0.01% | −330−8.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,050 | $105.2K | 0.00% | +1,645+48.3% | Added |
| New York State Common Retirement Fund | 6,033 | $125.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,081 | $147.6K | 0.00% | +52+0.7% | Added |
| BNP Paribas Arbitrage, SA | 7,795 | $162.4K | 0.00% | +3,090+65.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,840 | $163.4K | 0.00% | −1,335−14.6% | Reduced |
| MetLife Investment Management | 9,107 | $189.8K | 0.00% | 00.0% | Unchanged |
| Sharper & Granite LLC | 10,362 | $215.9K | 0.08% | 00.0% | Unchanged |
| Channel Wealth LLC | 10,761 | $224.3K | 0.06% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 10,805 | $225.2K | 0.16% | −2,610−19.5% | Reduced |
| Deutsche Bank AG | 12,685 | $264.4K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 14,574 | $303.7K | 0.00% | +14,574 | New |
| Quantinno Capital Management LP | 14,847 | $309.4K | 0.00% | +14,847 | New |
| UBS Group AG | 15,566 | $324.4K | 0.00% | +7,962+104.7% | Added |
| Alliancebernstein L.P. | 19,612 | $408.7K | 0.00% | −11,568−37.1% | Reduced |
| Potentia Wealth | 20,162 | $420.2K | 0.16% | +20,162 | New |
| Pinnacle Holdings, LLC | 21,906 | $456.5K | 0.16% | 00.0% | Unchanged |
| HSBC Holdings PLC | 22,196 | $458.6K | 0.00% | −2,688−10.8% | Reduced |
| Boothbay Fund Management, LLC | 22,562 | $470.2K | 0.01% | 00.0% | Unchanged |
| Nuveen, LLC | 23,297 | $485.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 23,497 | $489.7K | 0.00% | −2,353−9.1% | Reduced |
| Jane Street Group, LLC | 23,594 | $491.7K | 0.00% | −249−1.0% | Reduced |
| Wells Fargo & Company | 23,768 | $495.3K | 0.00% | +4,200+21.5% | Added |
| Kestra Private Wealth Services, LLC | 24,231 | $505.0K | 0.01% | +114+0.5% | Added |
| Bridgewealth Advisory Group, LLC | 25,800 | $537.7K | 0.12% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 26,497 | $552.2K | 0.00% | +4,752+21.9% | Added |
| Invesco Ltd. | 26,915 | $560.9K | 0.00% | +7,444+38.2% | Added |
| Brinker Capital Investments, LLC | 28,014 | $583.8K | 0.00% | −307−1.1% | Reduced |
| Trexquant Investment LP | 29,049 | $605.4K | 0.01% | +13,285+84.3% | Added |
| JPMorgan Chase & Co | 29,358 | $611.8K | 0.00% | +8,001+37.5% | Added |
| Bank of America Corp | 31,825 | $663.2K | 0.00% | −826−2.5% | Reduced |
| First Manhattan Co | 34,358 | $716.0K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 40,701 | $848.2K | 0.02% | −6,000−12.8% | Reduced |
| Goldman Sachs Group Inc | 41,472 | $864.3K | 0.00% | +3,402+8.9% | Added |
| Two Sigma Investments, LP | 42,356 | $882.7K | 0.00% | +18,151+75.0% | Added |
| AQR Capital Management LLC | 42,766 | $891.2K | 0.00% | +29,633+225.6% | Added |
| Arbiter Partners Capital Management LLC | 43,864 | $914.1K | 0.63% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 45,541 | $949.1K | 0.00% | +2,133+4.9% | Added |
| Charles Schwab Investment Management Inc | 48,690 | $1.01M | 0.00% | −1,469−2.9% | Reduced |
| Victory Capital Management Inc | 52,000 | $1.08M | 0.00% | −2,300−4.2% | Reduced |
| Barclays PLC | 57,945 | $1.21M | 0.00% | −2,018−3.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 58,634 | $1.22M | 0.00% | +8,887+17.9% | Added |
| First Trust Advisors LP | 63,054 | $1.31M | 0.00% | +50,889+418.3% | Added |
| Morgan Stanley | 64,565 | $1.35M | 0.00% | −3,341−4.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 74,077 | $1.54M | 0.66% | 00.0% | Unchanged |
| Marshall Wace, LLP | 76,153 | $1.59M | 0.00% | +20,702+37.3% | Added |
| Renaissance Technologies LLC | 90,008 | $1.88M | 0.00% | +31,063+52.7% | Added |
| American Century Companies Inc | 127,231 | $2.65M | 0.00% | +37,178+41.3% | Added |
| Northern Trust Corp | 143,200 | $2.98M | 0.00% | −4,891−3.3% | Reduced |
| Wellington Management Group LLP | 158,641 | $3.31M | 0.00% | +3,005+1.9% | Added |
| Cutler Capital Management, LLC | 162,152 | $3.38M | 1.08% | +91+0.1% | Added |
| Siena Capital Partners GP, LLC | 210,257 | $4.38M | 1.25% | 00.0% | Unchanged |
| FMR LLC | 287,895 | $6.00M | 0.00% | +91,139+46.3% | Added |
| Ameriprise Financial Inc | 299,656 | $6.24M | 0.00% | −1,600−0.5% | Reduced |
| Systematic Financial Management LP | 307,080 | $6.40M | 0.16% | −1,295−0.4% | Reduced |
| State Street Corp | 317,982 | $6.63M | 0.00% | +1,729+0.5% | Added |
| Manufacturers Life Insurance Company, The | 346,911 | $7.23M | 0.01% | −5,440−1.5% | Reduced |
| Geode Capital Management, LLC | 394,241 | $8.22M | 0.00% | −1,829−0.5% | Reduced |
| PL Capital Advisors, LLC | 425,551 | $8.87M | 2.94% | 00.0% | Unchanged |
| Private Management Group Inc | 545,631 | $11.4M | 0.34% | −3,003−0.5% | Reduced |
| Dimensional Fund Advisors LP | 786,040 | $16.4M | 0.00% | +17,244+2.2% | Added |
| Vanguard Group Inc | 945,253 | $19.7M | 0.00% | −5,796−0.6% | Reduced |
| Fourthstone LLC | 1,462,786 | $30.5M | 5.47% | −111,138−7.1% | Reduced |
| BlackRock, Inc. | 1,677,734 | $35.0M | 0.00% | +205,307+13.9% | Added |