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 2026
Institutional positions in Community West Bancshares as of Mar 31, 2026. 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
- 127
- +20 vs. Q4 2025
- Shares held
- 11.2M
- +1.95M (+21.2%) vs. Q4 2025
- Total value
- $260.1M
- +$52.9M (+25.5%) vs. Q4 2025
- New holders
- 33
- 45 more added
- Sold out
- 13
- 27 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Community West Bancshares; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 3 | $70 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $117 | 0.00% | +2+66.7% | Added |
| Assetmark, Inc | 9 | $210 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13 | $303 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $490 | 0.00% | −1−4.5% | Reduced |
| Massmutual Trust Co FSB | 23 | $536 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 27 | $629 | 0.00% | +27 | New |
| SRS Capital Advisors, Inc. | 48 | $1.12K | 0.00% | +48 | New |
| MAI Capital Management | 55 | $1.28K | 0.00% | +39+243.8% | Added |
| Rothschild Investment LLC | 62 | $1.45K | 0.00% | +47+313.3% | Added |
| Parallel Advisors, LLC | 87 | $2.03K | 0.00% | +87 | New |
| Versant Capital Management, Inc | 88 | $2.05K | 0.00% | +88 | New |
| Clear Street Markets LLC | 90 | $2.10K | 0.00% | +90 | New |
| Fifth Third Bancorp | 91 | $2.12K | 0.00% | +91 | New |
| EverSource Wealth Advisors, LLC | 99 | $2.31K | 0.00% | +22+28.6% | Added |
| IFP Advisors, Inc | 101 | $2.35K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 121 | $2.82K | 0.00% | +21+21.0% | Added |
| Jones Financial Companies LLLP | 132 | $2.99K | 0.00% | +16+13.8% | Added |
| Quadrant Capital Group LLC | 143 | $3.33K | 0.00% | +143 | New |
| North Star Investment Management Corp. | 150 | $3.50K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 164 | $3.82K | 0.00% | +40+32.3% | Added |
| Essential Partners LLC | 218 | $5.08K | 0.00% | +2+0.9% | Added |
| Salem Investment Counselors Inc | 300 | $6.99K | 0.00% | +300 | New |
| Harbor Capital Advisors, Inc. | 325 | $8.00K | 0.00% | +214+192.8% | Added |
| UBS Asset Management Americas Inc | 379 | $8.83K | 0.00% | +243+178.7% | Added |
| Sterling Capital Management LLC | 475 | $11.1K | 0.00% | −336−41.4% | Reduced |
| Rockefeller Capital Management L.P. | 539 | $12.6K | 0.00% | +539 | New |
| Royal Bank of Canada | 638 | $15.0K | 0.00% | −382−37.5% | Reduced |
| Advisor Group Holdings, Inc. | 712 | $16.6K | 0.00% | −15−2.1% | Reduced |
| State of Alaska, Department of Revenue | 748 | $17.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 906 | $21.1K | 0.00% | −124−12.0% | Reduced |
| Legal & General Group Plc | 1,463 | $34.1K | 0.00% | −65−4.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,475 | $34.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,476 | $34.4K | 0.00% | +417+39.4% | Added |
| Kerr Financial Planning Corp | 1,569 | $37.9K | 0.05% | +1,569 | New |
| Russell Investments Group, Ltd. | 1,969 | $45.9K | 0.00% | −113−5.4% | Reduced |
| Simplex Trading, LLC | 2,678 | $62.4K | 0.00% | +2,678 | New |
| US Bancorp | 2,919 | $68.0K | 0.00% | +13+0.4% | Added |
| Farther Finance Advisors, LLC | 3,288 | $76.3K | 0.00% | −93−2.8% | Reduced |
| BFSG, LLC | 3,762 | $87.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,188 | $97.6K | 0.00% | +1,508+56.3% | Added |
| CWM, LLC | 4,844 | $112.9K | 0.00% | +1,100+29.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,050 | $117.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,518 | $128.6K | 0.00% | −6,551−54.3% | Reduced |
| New York State Common Retirement Fund | 6,033 | $140.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 6,096 | $142.0K | 0.00% | +6,096 | New |
| Allworth Financial LP | 7,295 | $170.0K | 0.00% | +82+1.1% | Added |
| JPMorgan Chase & Co | 7,477 | $170.3K | 0.00% | −13,424−64.2% | Reduced |
| BNP Paribas Arbitrage, SA | 7,672 | $178.8K | 0.00% | +108+1.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,074 | $188.1K | 0.00% | +320+4.1% | Added |
| Ieq Capital, LLC | 8,713 | $203.0K | 0.00% | +8,713 | New |
| RS Crum Inc. | 8,873 | $206.7K | 0.04% | +8,873 | New |
| Channel Wealth LLC | 9,689 | $225.8K | 0.05% | −367−3.6% | Reduced |
| ELCO Management Co., LLC | 9,796 | $228.2K | 0.11% | +9,796 | New |
| Integrated Wealth Concepts LLC | 9,845 | $229.4K | 0.00% | +9,845 | New |
| Citadel Advisors LLC | 10,027 | $233.6K | 0.00% | −63,129−86.3% | Reduced |
| Sharper & Granite LLC | 10,362 | $241.4K | 0.08% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 10,632 | $247.7K | 0.04% | +10,632 | New |
| Schonfeld Strategic Advisors LLC | 10,644 | $248.0K | 0.00% | +10,644 | New |
| Price T Rowe Associates Inc | 11,319 | $264.0K | 0.00% | +1,362+13.7% | Added |
| Thrivent Financial for Lutherans | 11,587 | $270.0K | 0.00% | +11,587 | New |
| Wells Fargo & Company | 11,660 | $271.7K | 0.00% | −14,139−54.8% | Reduced |
| Daytona Street Capital LLC | 11,850 | $276.7K | 0.22% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,206 | $284.4K | 0.00% | −3,601−22.8% | Reduced |
| MetLife Investment Management | 12,254 | $285.5K | 0.00% | +3,147+34.6% | Added |
| Deutsche Bank AG | 12,685 | $295.6K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 14,155 | $329.8K | 0.00% | +2,931+26.1% | Added |
| Susquehanna International Group, LLP | 17,741 | $413.4K | 0.00% | +17,741 | New |
| Susquehanna Fundamental Investments, LLC | 20,113 | $468.6K | 0.02% | +20,113 | New |
| Potentia Wealth | 20,162 | $469.8K | 0.18% | 00.0% | Unchanged |
| Rhumbline Advisers | 21,056 | $490.6K | 0.00% | +289+1.4% | Added |
| HSBC Holdings PLC | 21,145 | $491.8K | 0.00% | −1,774−7.7% | Reduced |
| Pinnacle Holdings, LLC | 21,906 | $510.4K | 0.17% | 00.0% | Unchanged |
| Nuveen, LLC | 22,186 | $516.9K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 22,650 | $527.7K | 0.00% | +22,650 | New |
| Boothbay Fund Management, LLC | 22,654 | $527.8K | 0.01% | +92+0.4% | Added |
| Mendon Capital Advisors Corp | 24,796 | $577.7K | 0.22% | +24,796 | New |
| UBS Group AG | 25,076 | $584.3K | 0.00% | +16,269+184.7% | Added |
| DRW Securities, LLC | 25,178 | $586.6K | 0.03% | +25,178 | New |
| Zacks Investment Management | 25,300 | $589.5K | 0.00% | +4,604+22.2% | Added |
| Ameriprise Financial Inc | 25,400 | $591.8K | 0.00% | +25,400 | New |
| Bridgewealth Advisory Group, LLC | 25,800 | $601.1K | 0.12% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 26,130 | $608.8K | 0.00% | +6,515+33.2% | Added |
| SageView Advisory Group, LLC | 26,245 | $611.5K | 0.02% | +26,245 | New |
| Invesco Ltd. | 28,358 | $660.7K | 0.00% | +2,238+8.6% | Added |
| Mercer Global Advisors Inc | 32,641 | $760.5K | 0.00% | +2,984+10.1% | Added |
| Principal Financial Group Inc | 33,519 | $781.0K | 0.00% | +33,519 | New |
| Creative Planning | 39,154 | $912.3K | 0.00% | +39,154 | New |
| Barclays PLC | 40,685 | $948.0K | 0.00% | −25,958−39.0% | Reduced |
| Brinker Capital Investments, LLC | 41,915 | $976.6K | 0.01% | −1,287−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 41,916 | $976.7K | 0.01% | +17,579+72.2% | Added |
| Charles Schwab Investment Management Inc | 42,583 | $992.2K | 0.00% | −5,586−11.6% | Reduced |
| Bank of America Corp | 43,131 | $1.00M | 0.00% | +5,364+14.2% | Added |
| Arbiter Partners Capital Management LLC | 43,864 | $1.02M | 0.69% | 00.0% | Unchanged |
| Victory Capital Management Inc | 45,000 | $1.05M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 56,062 | $1.31M | 0.01% | +56,062 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 56,414 | $1.31M | 0.00% | +11,040+24.3% | Added |
| Bank of New York Mellon Corp | 61,158 | $1.42M | 0.00% | −284−0.5% | Reduced |
| Qube Research & Technologies Ltd | 65,014 | $1.51M | 0.00% | +44,089+210.7% | Added |
| AQR Capital Management LLC | 68,008 | $1.58M | 0.00% | +11,935+21.3% | Added |