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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 8,440 | $226.7K | 0.00% | −273−3.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 8,247 | $221.5K | 0.03% | +8,247 | New |
| BNP Paribas Arbitrage, SA | 7,483 | $201.0K | 0.00% | −189−2.5% | Reduced |
| RMB Capital Management, LLC | 7,478 | $200.9K | 0.00% | +7,478 | New |
| Allworth Financial LP | 7,375 | $198.1K | 0.00% | +80+1.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,553 | $176.0K | 0.00% | +1,503+29.8% | Added |
| The PNC Financial Services Group, Inc. | 5,307 | $142.5K | 0.00% | +1,119+26.7% | Added |
| Tower Research Capital LLC (TRC) | 4,484 | $120.4K | 0.00% | +3,008+203.8% | Added |
| Farther Finance Advisors, LLC | 3,268 | $87.8K | 0.00% | −20−0.6% | Reduced |
| BFSG, LLC | 3,223 | $86.6K | 0.01% | −539−14.3% | Reduced |
| US Bancorp | 2,906 | $78.1K | 0.00% | −13−0.4% | Reduced |
| Legal & General Group Plc | 2,370 | $63.7K | 0.00% | +907+62.0% | Added |
| Ameritas Investment Partners, Inc. | 2,114 | $56.8K | 0.00% | +639+43.3% | Added |
| Kerr Financial Planning Corp | 1,577 | $42.4K | 0.05% | +8+0.5% | Added |
| Nikko Asset Management Americas, Inc. | 995 | $26.7K | 0.00% | +995 | New |
| SRS Capital Advisors, Inc. | 762 | $20.5K | 0.00% | +714+1,487.5% | Added |
| State of Alaska, Department of Revenue | 748 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 723 | $19.4K | 0.00% | +11+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 540 | $14.5K | 0.00% | +540 | New |
| Rockefeller Capital Management L.P. | 539 | $14.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 419 | $11.3K | 0.00% | −56−11.8% | Reduced |
| Assetmark, Inc | 382 | $10.3K | 0.00% | +373+4,144.4% | Added |
| UBS Asset Management Americas Inc | 379 | $10.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 325 | $9.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 323 | $8.68K | 0.00% | −583−64.3% | Reduced |
| Federated Hermes, Inc. | 314 | $8.43K | 0.00% | +314 | New |
| Salem Investment Counselors Inc | 300 | $8.06K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 189 | $5.08K | 0.00% | +68+56.2% | Added |
| Jones Financial Companies LLLP | 166 | $4.46K | 0.00% | +34+25.8% | Added |
| North Star Investment Management Corp. | 150 | $4.03K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 130 | $3.49K | 0.00% | −88−40.4% | Reduced |
| IFP Advisors, Inc | 122 | $3.28K | 0.00% | +21+20.8% | Added |
| EverSource Wealth Advisors, LLC | 111 | $2.98K | 0.00% | +12+12.1% | Added |
| Rothschild Investment LLC | 105 | $2.82K | 0.00% | +43+69.4% | Added |
| Silver Grove Financial Group, Inc. | 100 | $2.69K | 0.00% | +100 | New |
| Fifth Third Bancorp | 91 | $2.44K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 88 | $2.36K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 87 | $2.34K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 73 | $1.96K | 0.00% | +73 | New |
| UMA Financial Services, Inc. | 57 | $1.53K | 0.00% | +57 | New |
| Larson Financial Group LLC | 57 | $1.53K | 0.00% | +57 | New |
| Optiver Holding B.V. | 52 | $1.40K | 0.00% | −112−68.3% | Reduced |
| Massmutual Trust Co FSB | 23 | $618 | 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 |
| Nisa Investment Advisors, LLC | 13 | $349 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9 | $242 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $215 | 0.00% | +3+60.0% | Added |
| Covestor Ltd | 16 | $0 | 0.00% | +16 | New |
| Fourthstone LLC | 0 | $0 | 0.00% | −1,362,205−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −65,014−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −25,178−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −21,145−100.0% | Sold out |
| Potentia Wealth | 0 | $0 | 0.00% | −20,162−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,741−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −11,587−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |