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 2026
Institutional positions in Community West Bancshares as of Jun 30, 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
- 149
- +24 vs. Q1 2026
- Shares held
- 15.9M
- +4.71M (+42.2%) vs. Q1 2026
- Total value
- $426.0M
- +$166.1M (+63.9%) vs. Q1 2026
- New holders
- 36
- 75 more added
- Sold out
- 12
- 19 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Community West Bancshares; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 8 | $215 | 0.00% | +3+60.0% | Added |
| Caitong International Asset Management Co., Ltd | 9 | $242 | 0.00% | +9 | New |
| Nisa Investment Advisors, LLC | 13 | $349 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $591 | 0.00% | +1+4.8% | Added |
| Rialto Wealth Management, LLC | 22 | $591 | 0.00% | +22 | New |
| Massmutual Trust Co FSB | 23 | $618 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 52 | $1.40K | 0.00% | −112−68.3% | Reduced |
| Larson Financial Group LLC | 57 | $1.53K | 0.00% | +57 | New |
| UMA Financial Services, Inc. | 57 | $1.53K | 0.00% | +57 | New |
| Picton Mahoney Asset Management | 73 | $1.96K | 0.00% | +73 | New |
| Parallel Advisors, LLC | 87 | $2.34K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 88 | $2.36K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 91 | $2.44K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 100 | $2.69K | 0.00% | +100 | New |
| Rothschild Investment LLC | 105 | $2.82K | 0.00% | +43+69.4% | Added |
| EverSource Wealth Advisors, LLC | 111 | $2.98K | 0.00% | +12+12.1% | Added |
| IFP Advisors, Inc | 122 | $3.28K | 0.00% | +21+20.8% | Added |
| Essential Partners LLC | 130 | $3.49K | 0.00% | −88−40.4% | Reduced |
| North Star Investment Management Corp. | 150 | $4.03K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 166 | $4.46K | 0.00% | +34+25.8% | Added |
| GAMMA Investing LLC | 189 | $5.08K | 0.00% | +68+56.2% | Added |
| Salem Investment Counselors Inc | 300 | $8.06K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 314 | $8.43K | 0.00% | +314 | New |
| California State Teachers Retirement System | 323 | $8.68K | 0.00% | −583−64.3% | Reduced |
| Harbor Capital Advisors, Inc. | 325 | $9.00K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 379 | $10.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 382 | $10.3K | 0.00% | +373+4,144.4% | Added |
| Sterling Capital Management LLC | 419 | $11.3K | 0.00% | −56−11.8% | Reduced |
| Rockefeller Capital Management L.P. | 539 | $14.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 540 | $14.5K | 0.00% | +540 | New |
| Advisor Group Holdings, Inc. | 723 | $19.4K | 0.00% | +11+1.5% | Added |
| State of Alaska, Department of Revenue | 748 | $20.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 762 | $20.5K | 0.00% | +714+1,487.5% | Added |
| Nikko Asset Management Americas, Inc. | 995 | $26.7K | 0.00% | +995 | New |
| Kerr Financial Planning Corp | 1,577 | $42.4K | 0.05% | +8+0.5% | Added |
| Ameritas Investment Partners, Inc. | 2,114 | $56.8K | 0.00% | +639+43.3% | Added |
| Legal & General Group Plc | 2,370 | $63.7K | 0.00% | +907+62.0% | Added |
| US Bancorp | 2,906 | $78.1K | 0.00% | −13−0.4% | Reduced |
| BFSG, LLC | 3,223 | $86.6K | 0.01% | −539−14.3% | Reduced |
| Farther Finance Advisors, LLC | 3,268 | $87.8K | 0.00% | −20−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,484 | $120.4K | 0.00% | +3,008+203.8% | Added |
| The PNC Financial Services Group, Inc. | 5,307 | $142.5K | 0.00% | +1,119+26.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,553 | $176.0K | 0.00% | +1,503+29.8% | Added |
| Allworth Financial LP | 7,375 | $198.1K | 0.00% | +80+1.1% | Added |
| RMB Capital Management, LLC | 7,478 | $200.9K | 0.00% | +7,478 | New |
| BNP Paribas Arbitrage, SA | 7,483 | $201.0K | 0.00% | −189−2.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 8,247 | $221.5K | 0.03% | +8,247 | New |
| Ieq Capital, LLC | 8,440 | $226.7K | 0.00% | −273−3.1% | Reduced |
| Vanguard Global Advisers, LLC | 8,558 | $229.9K | 0.00% | +2,462+40.4% | Added |
| ELCO Management Co., LLC | 8,796 | $236.3K | 0.10% | −1,000−10.2% | Reduced |
| RS Crum Inc. | 8,873 | $238.3K | 0.04% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 9,175 | $246.4K | 0.01% | +9,175 | New |
| R Squared Ltd | 9,469 | $254.3K | 0.13% | +9,469 | New |
| Channel Wealth LLC | 9,646 | $259.1K | 0.06% | −43−0.4% | Reduced |
| SG Americas Securities, LLC | 9,872 | $265.0K | 0.00% | +9,872 | New |
| Sharper & Granite LLC | 10,362 | $278.3K | 0.09% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 10,396 | $279.2K | 0.00% | +10,396 | New |
| Integrated Wealth Concepts LLC | 10,462 | $281.0K | 0.00% | +617+6.3% | Added |
| Virtu Financial LLC | 10,540 | $283.0K | 0.01% | +10,540 | New |
| Integrated Quantitative Investments LLC | 10,632 | $285.6K | 0.05% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 10,646 | $286.0K | 0.00% | +4,613+76.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,322 | $304.1K | 0.00% | +3,248+40.2% | Added |
| JPMorgan Chase & Co | 11,502 | $307.9K | 0.00% | +4,025+53.8% | Added |
| Sequoia Financial Advisors, LLC | 11,563 | $310.6K | 0.00% | +11,563 | New |
| Daytona Street Capital LLC | 11,850 | $319.7K | 0.23% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 12,315 | $330.8K | 0.01% | +12,315 | New |
| Empowered Funds, LLC | 14,148 | $380.0K | 0.00% | +14,148 | New |
| Royal Bank of Canada | 15,013 | $403.0K | 0.00% | +14,375+2,253.1% | Added |
| MetLife Investment Management | 15,426 | $414.3K | 0.00% | +3,172+25.9% | Added |
| Planning Center, Inc. | 16,283 | $437.4K | 0.04% | +16,283 | New |
| Rafferty Asset Management, LLC | 16,409 | $440.7K | 0.00% | +16,409 | New |
| Russell Investments Group, Ltd. | 16,687 | $448.2K | 0.00% | +14,718+747.5% | Added |
| Bridgeway Capital Management, LLC | 17,448 | $468.7K | 0.01% | +17,448 | New |
| Engineers Gate Manager LP | 18,053 | $484.9K | 0.01% | +18,053 | New |
| Private Advisor Group, LLC | 19,869 | $533.7K | 0.00% | +19,869 | New |
| Price T Rowe Associates Inc | 20,457 | $550.0K | 0.00% | +9,138+80.7% | Added |
| Quantbot Technologies LP | 20,869 | $560.5K | 0.02% | +20,869 | New |
| Pinnacle Holdings, LLC | 21,906 | $588.4K | 0.18% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 23,796 | $639.2K | 0.23% | −1,000−4.0% | Reduced |
| Wells Fargo & Company | 23,976 | $644.0K | 0.00% | +12,316+105.6% | Added |
| Deutsche Bank AG | 23,999 | $644.6K | 0.00% | +11,314+89.2% | Added |
| Platform Wealth Management, LLC | 24,791 | $665.9K | 0.24% | +24,791 | New |
| Zacks Investment Management | 25,300 | $679.6K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 25,445 | $683.5K | 0.00% | +45+0.2% | Added |
| Bank of America Corp | 27,854 | $748.2K | 0.00% | −15,277−35.4% | Reduced |
| Boothbay Fund Management, LLC | 30,962 | $831.6K | 0.02% | +8,308+36.7% | Added |
| Invesco Ltd. | 31,110 | $835.6K | 0.00% | +2,752+9.7% | Added |
| Rhumbline Advisers | 31,467 | $845.2K | 0.00% | +10,411+49.4% | Added |
| Cerity Partners LLC | 32,099 | $862.2K | 0.00% | +32,099 | New |
| Citigroup Inc | 32,140 | $863.3K | 0.00% | +26,622+482.5% | Added |
| Quantinno Capital Management LP | 32,388 | $869.9K | 0.00% | +6,258+23.9% | Added |
| Schonfeld Strategic Advisors LLC | 33,874 | $909.9K | 0.00% | +23,230+218.2% | Added |
| Mercer Global Advisors Inc | 34,896 | $937.3K | 0.00% | +2,255+6.9% | Added |
| Principal Financial Group Inc | 36,043 | $968.1K | 0.00% | +2,524+7.5% | Added |
| SEI Investments Co | 37,907 | $1.02M | 0.00% | −33,077−46.6% | Reduced |
| Nuveen, LLC | 38,202 | $1.03M | 0.00% | +16,016+72.2% | Added |
| Kestra Private Wealth Services, LLC | 42,103 | $1.13M | 0.01% | +187+0.4% | Added |
| Destination Wealth Management | 42,723 | $1.15M | 0.03% | +42,723 | New |
| Brinker Capital Investments, LLC | 43,256 | $1.16M | 0.01% | +1,341+3.2% | Added |