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 2025
Institutional positions in Community West Bancshares as of Dec 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
- 111
- +11 vs. Q3 2025
- Shares held
- 10.2M
- +130.3K (+1.3%) vs. Q3 2025
- Total value
- $229.3M
- +$19.6M (+9.4%) vs. Q3 2025
- New holders
- 20
- 36 more added
- Sold out
- 9
- 33 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Community West Bancshares; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 3 | $68 | 0.00% | −14−82.4% | Reduced |
| Sunbelt Securities, Inc. | 3 | $68 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $68 | 0.00% | +3 | New |
| Assetmark, Inc | 9 | $203 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13 | $293 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $338 | 0.00% | +4+36.4% | Added |
| MAI Capital Management | 16 | $360 | 0.00% | +16 | New |
| True Wealth Design, LLC | 22 | $495 | 0.00% | −1−4.3% | Reduced |
| Massmutual Trust Co FSB | 23 | $518 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 77 | $1.73K | 0.00% | +6+8.5% | Added |
| Harbor Capital Advisors, Inc. | 111 | $2.00K | 0.00% | −2−1.8% | Reduced |
| Comerica Bank | 91 | $2.05K | 0.00% | +44+93.6% | Added |
| GAMMA Investing LLC | 100 | $2.25K | 0.00% | +45+81.8% | Added |
| IFP Advisors, Inc | 101 | $2.27K | 0.00% | +31+44.3% | Added |
| Jones Financial Companies LLLP | 116 | $2.61K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 124 | $2.79K | 0.00% | −162−56.6% | Reduced |
| UBS Asset Management Americas Inc | 136 | $3.06K | 0.00% | +136 | New |
| North Star Investment Management Corp. | 150 | $3.38K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 216 | $4.86K | 0.00% | +6+2.9% | Added |
| Spire Wealth Management | 340 | $7.65K | 0.00% | −957−73.8% | Reduced |
| Amalgamated Bank | 526 | $12.0K | 0.00% | −12−2.2% | Reduced |
| State of Alaska, Department of Revenue | 748 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 727 | $16.4K | 0.00% | +324+80.4% | Added |
| Sterling Capital Management LLC | 811 | $18.2K | 0.00% | −143−15.0% | Reduced |
| Royal Bank of Canada | 1,020 | $23.0K | 0.00% | −339−24.9% | Reduced |
| California State Teachers Retirement System | 1,030 | $23.2K | 0.00% | −19−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,059 | $23.8K | 0.00% | +262+32.9% | Added |
| Ameritas Investment Partners, Inc. | 1,475 | $33.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,528 | $34.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,082 | $46.8K | 0.00% | +99+5.0% | Added |
| The PNC Financial Services Group, Inc. | 2,680 | $60.3K | 0.00% | +351+15.1% | Added |
| US Bancorp | 2,906 | $65.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,381 | $76.1K | 0.00% | +3,270+2,945.9% | Added |
| CWM, LLC | 3,744 | $84.0K | 0.00% | +560+17.6% | Added |
| BFSG, LLC | 3,762 | $84.6K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,095 | $92.0K | 0.00% | +4,095 | New |
| Police & Firemen's Retirement System of New Jersey | 5,050 | $113.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,033 | $135.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,213 | $162.3K | 0.00% | +132+1.9% | Added |
| BNP Paribas Arbitrage, SA | 7,564 | $170.2K | 0.00% | −231−3.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,754 | $174.5K | 0.00% | −86−1.1% | Reduced |
| UBS Group AG | 8,807 | $198.2K | 0.00% | −6,759−43.4% | Reduced |
| MetLife Investment Management | 9,107 | $204.9K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 9,180 | $206.6K | 0.00% | −10,432−53.2% | Reduced |
| Price T Rowe Associates Inc | 9,957 | $225.0K | 0.00% | +9,957 | New |
| Channel Wealth LLC | 10,056 | $226.3K | 0.06% | −705−6.6% | Reduced |
| Sharper & Granite LLC | 10,362 | $233.1K | 0.08% | 00.0% | Unchanged |
| Millennium Management LLC | 11,163 | $251.2K | 0.00% | +11,163 | New |
| Franklin Resources Inc | 11,224 | $252.5K | 0.00% | +11,224 | New |
| Daytona Street Capital LLC | 11,850 | $266.6K | 0.22% | +11,850 | New |
| Citigroup Inc | 12,069 | $271.6K | 0.00% | +11,202+1,292.0% | Added |
| Deutsche Bank AG | 12,685 | $285.4K | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 14,055 | $316.2K | 0.00% | +14,055 | New |
| Occudo Quantitative Strategies LP | 14,146 | $318.3K | 0.02% | +14,146 | New |
| Bridgeway Capital Management, LLC | 14,930 | $335.9K | 0.01% | −25,771−63.3% | Reduced |
| XTX Topco Ltd | 15,807 | $355.7K | 0.01% | +15,807 | New |
| Quantinno Capital Management LP | 19,615 | $441.3K | 0.00% | +4,768+32.1% | Added |
| Potentia Wealth | 20,162 | $453.6K | 0.17% | 00.0% | Unchanged |
| Zacks Investment Management | 20,696 | $465.7K | 0.00% | +20,696 | New |
| Rhumbline Advisers | 20,767 | $467.3K | 0.00% | −2,730−11.6% | Reduced |
| JPMorgan Chase & Co | 20,901 | $470.3K | 0.00% | −8,457−28.8% | Reduced |
| Qube Research & Technologies Ltd | 20,925 | $470.8K | 0.00% | +20,925 | New |
| Pinnacle Holdings, LLC | 21,906 | $492.9K | 0.17% | 00.0% | Unchanged |
| Nuveen, LLC | 22,186 | $499.2K | 0.00% | −1,111−4.8% | Reduced |
| Boothbay Fund Management, LLC | 22,562 | $507.6K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 22,919 | $516.8K | 0.00% | +723+3.3% | Added |
| Jane Street Group, LLC | 23,175 | $521.4K | 0.00% | −419−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 24,337 | $547.6K | 0.01% | +106+0.4% | Added |
| Platform Wealth Management, LLC | 24,791 | $557.8K | 0.15% | +24,791 | New |
| Wells Fargo & Company | 25,799 | $580.5K | 0.00% | +2,031+8.5% | Added |
| Bridgewealth Advisory Group, LLC | 25,800 | $580.5K | 0.13% | 00.0% | Unchanged |
| Invesco Ltd. | 26,120 | $587.7K | 0.00% | −795−3.0% | Reduced |
| SEI Investments Co | 27,394 | $616.4K | 0.00% | +27,394 | New |
| Mercer Global Advisors Inc | 29,657 | $667.3K | 0.00% | +3,160+11.9% | Added |
| NWM Advisors, LLC | 32,430 | $729.7K | 0.63% | +32,430 | New |
| Jump Financial, LLC | 33,692 | $758.1K | 0.01% | +33,692 | New |
| Arrowstreet Capital, Limited Partnership | 37,149 | $835.9K | 0.00% | +22,575+154.9% | Added |
| Bank of America Corp | 37,767 | $849.8K | 0.00% | +5,942+18.7% | Added |
| Brinker Capital Investments, LLC | 43,202 | $972.0K | 0.01% | +15,188+54.2% | Added |
| Arbiter Partners Capital Management LLC | 43,864 | $986.9K | 0.53% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 44,173 | $993.9K | 0.00% | +44,173 | New |
| Victory Capital Management Inc | 45,000 | $1.01M | 0.00% | −7,000−13.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 45,374 | $1.02M | 0.00% | −13,260−22.6% | Reduced |
| Charles Schwab Investment Management Inc | 48,169 | $1.08M | 0.00% | −521−1.1% | Reduced |
| Marshall Wace, LLP | 50,273 | $1.13M | 0.00% | −25,880−34.0% | Reduced |
| AQR Capital Management LLC | 56,073 | $1.26M | 0.00% | +13,307+31.1% | Added |
| Bank of New York Mellon Corp | 61,442 | $1.38M | 0.00% | +15,901+34.9% | Added |
| First Trust Advisors LP | 61,444 | $1.38M | 0.00% | −1,610−2.6% | Reduced |
| Barclays PLC | 66,643 | $1.50M | 0.00% | +8,698+15.0% | Added |
| Goldman Sachs Group Inc | 70,771 | $1.59M | 0.00% | +29,299+70.6% | Added |
| Citadel Advisors LLC | 73,156 | $1.65M | 0.00% | +73,156 | New |
| Caldwell Sutter Capital, Inc. | 74,077 | $1.67M | 0.71% | 00.0% | Unchanged |
| Morgan Stanley | 79,293 | $1.78M | 0.00% | +14,728+22.8% | Added |
| Algert Global LLC | 101,816 | $2.29M | 0.04% | +101,816 | New |
| Northern Trust Corp | 136,189 | $3.06M | 0.00% | −7,011−4.9% | Reduced |
| Cutler Capital Management, LLC | 162,829 | $3.66M | 1.10% | +677+0.4% | Added |
| Wellington Management Group LLP | 164,621 | $3.70M | 0.00% | +5,980+3.8% | Added |
| Renaissance Technologies LLC | 167,008 | $3.76M | 0.01% | +77,000+85.5% | Added |
| Siena Capital Partners GP, LLC | 210,257 | $4.73M | 1.27% | 00.0% | Unchanged |
| American Century Companies Inc | 221,220 | $4.98M | 0.00% | +93,989+73.9% | Added |