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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 539 | $12.6K | 0.00% | +539 | New |
| Sterling Capital Management LLC | 475 | $11.1K | 0.00% | −336−41.4% | Reduced |
| UBS Asset Management Americas Inc | 379 | $8.83K | 0.00% | +243+178.7% | Added |
| Harbor Capital Advisors, Inc. | 325 | $8.00K | 0.00% | +214+192.8% | Added |
| Salem Investment Counselors Inc | 300 | $6.99K | 0.00% | +300 | New |
| Essential Partners LLC | 218 | $5.08K | 0.00% | +2+0.9% | Added |
| Optiver Holding B.V. | 164 | $3.82K | 0.00% | +40+32.3% | Added |
| North Star Investment Management Corp. | 150 | $3.50K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 143 | $3.33K | 0.00% | +143 | New |
| Jones Financial Companies LLLP | 132 | $2.99K | 0.00% | +16+13.8% | Added |
| GAMMA Investing LLC | 121 | $2.82K | 0.00% | +21+21.0% | Added |
| IFP Advisors, Inc | 101 | $2.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 99 | $2.31K | 0.00% | +22+28.6% | Added |
| Fifth Third Bancorp | 91 | $2.12K | 0.00% | +91 | New |
| Clear Street Markets LLC | 90 | $2.10K | 0.00% | +90 | New |
| Versant Capital Management, Inc | 88 | $2.05K | 0.00% | +88 | New |
| Parallel Advisors, LLC | 87 | $2.03K | 0.00% | +87 | New |
| Rothschild Investment LLC | 62 | $1.45K | 0.00% | +47+313.3% | Added |
| MAI Capital Management | 55 | $1.28K | 0.00% | +39+243.8% | Added |
| SRS Capital Advisors, Inc. | 48 | $1.12K | 0.00% | +48 | New |
| Root Financial Partners, LLC | 27 | $629 | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 23 | $536 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $490 | 0.00% | −1−4.5% | Reduced |
| Nisa Investment Advisors, LLC | 13 | $303 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $210 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $117 | 0.00% | +2+66.7% | Added |
| Sunbelt Securities, Inc. | 3 | $70 | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −50,273−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −44,173−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −33,692−100.0% | Sold out |
| NWM Advisors, LLC | 0 | $0 | 0.00% | −32,430−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,175−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −14,930−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,146−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,163−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −9,180−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,095−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Platform Wealth Management, LLC | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |