Who owns Community West Bancshares (CWBC)
Which tracked institutional funds hold CWBC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CWBC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
32 tracked funds added or opened CWBC while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CWBC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CWBC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CWBC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 126 tracked filers holding CWBC, 77 increased or opened the position and 44 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CWBC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- VANGUARD CAPITAL MANAGEMENT LLC$17M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$6M
- VANGUARD FIDUCIARY TRUST CO$3M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- LOS ANGELES CAPITAL MANAGEMENT LLC$1M
- Creative Planning$912K
Full exits 7
- VANGUARD GROUP INC$21M
- MARSHALL WACE, LLP$1M
- Point72 Asset Management, L.P.$994K
- Jump Financial, LLC$758K
- NWM ADVISORS, LLC$730K
- Platform Wealth Management, LLC$558K
Largest adds
- BlackRock, Inc.$7M
- AMERICAN CENTURY COMPANIES INC$3M
- WELLINGTON MANAGEMENT GROUP LLP$2M
- Fourthstone LLC$2M
- DIMENSIONAL FUND ADVISORS LP$2M
- Qube Research & Technologies Ltd$1M
Largest trims
- Siena Capital Partners GP, LLC$2M
- CITADEL ADVISORS LLC$1M
- BARCLAYS PLC$552K
- RENAISSANCE TECHNOLOGIES LLC$409K
- WELLS FARGO & COMPANY/MN$309K
- JPMORGAN CHASE & CO$300K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,889,066 | $44M | 15.2% | 2026-Q1 |
| Fourthstone LLC added | 1,362,205 | $32M | 10.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 840,454 | $20M | 6.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 744,688 | $17M | 6.0% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 529,645 | $12M | 4.3% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 410,578 | $10M | 3.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 396,500 | $9M | 3.2% | 2026-Q1 |
| STATE STREET CORP added | 341,182 | $8M | 2.7% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 338,920 | $8M | 2.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 331,053 | $8M | 2.7% | 2026-Q1 |
| PL Capital Advisors, LLC | 329,551 | $8M | 2.6% | 2026-Q1 |
| FMR LLC trimmed | 296,945 | $7M | 2.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC new | 276,060 | $6M | 2.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 263,713 | $6M | 2.1% | 2026-Q1 |
| Cutler Capital Management, LLC trimmed | 162,590 | $4M | 1.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 143,708 | $3M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 143,056 | $3M | 1.1% | 2026-Q1 |
| Siena Capital Partners GP, LLC trimmed | 127,116 | $3M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 114,486 | $3M | 0.9% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 97,666 | $2M | 0.8% | 2026-Q1 |
| MORGAN STANLEY added | 96,958 | $2M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 96,918 | $2M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 83,766 | $2M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 80,886 | $2M | 0.7% | 2026-Q1 |
| CALDWELL SUTTER CAPITAL, INC. | 74,077 | $2M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 70,984 | $2M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 70,814 | $2M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 66,540 | $2M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 65,014 | $2M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 61,158 | $1M | 0.5% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 56,414 | $1M | 0.5% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 56,062 | $1M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | 45,000 | $1M | 0.4% | 2026-Q1 |
| Arbiter Partners Capital Management LLC | 43,864 | $1M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 43,131 | $1M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 42,583 | $992K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 41,916 | $977K | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 41,915 | $977K | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 40,685 | $948K | 0.3% | 2026-Q1 |
| Creative Planning new | 39,154 | $912K | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC new | 33,519 | $781K | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 32,641 | $761K | 0.3% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 57,456 | $675K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 28,358 | $661K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 26,130 | $609K | 0.2% | 2026-Q1 |
| Bridgewealth Advisory Group, LLC | 25,800 | $601K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 25,400 | $592K | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 25,300 | $589K | 0.2% | 2026-Q1 |
| DRW Securities, LLC new | 25,178 | $587K | 0.2% | 2026-Q1 |
| UBS Group AG added | 25,076 | $584K | 0.2% | 2026-Q1 |
| MENDON CAPITAL ADVISORS CORP new | 24,796 | $578K | 0.2% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 22,654 | $528K | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC new | 22,650 | $528K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 22,186 | $517K | 0.2% | 2026-Q1 |
| Pinnacle Holdings, LLC | 21,906 | $510K | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 21,145 | $492K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 21,056 | $491K | 0.2% | 2026-Q1 |
| POTENTIA WEALTH | 20,162 | $470K | 0.2% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 20,113 | $469K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,741 | $413K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 14,155 | $330K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 12,685 | $296K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 12,254 | $286K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 12,206 | $284K | 0.1% | 2026-Q1 |
| Daytona Street Capital LLC | 11,850 | $277K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 11,660 | $272K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 11,587 | $270K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 11,319 | $264K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 10,644 | $248K | 0.1% | 2026-Q1 |
| Integrated Quantitative Investments LLC new | 10,632 | $248K | 0.1% | 2026-Q1 |
| Sharper & Granite LLC | 10,362 | $241K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 10,027 | $234K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 9,845 | $229K | 0.1% | 2026-Q1 |
| ELCO Management Co., LLC new | 9,796 | $228K | 0.1% | 2026-Q1 |
| CHANNEL WEALTH LLC trimmed | 9,689 | $226K | 0.1% | 2026-Q1 |
| RS CRUM INC. new | 8,873 | $207K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 942,925 | $21M | 7.3% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 50,273 | $1M | 0.4% | 2025-Q4 stale |
| Point72 Asset Management, L.P. new | 44,173 | $994K | 0.3% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP added | 42,356 | $883K | 0.3% | 2025-Q3 stale |
| Jump Financial, LLC new | 33,692 | $758K | 0.3% | 2025-Q4 stale |
| NWM ADVISORS, LLC new | 32,430 | $730K | 0.3% | 2025-Q4 stale |
| FIRST MANHATTAN CO. LLC. | 34,358 | $716K | 0.2% | 2025-Q3 stale |
| Trexquant Investment LP added | 29,049 | $605K | 0.2% | 2025-Q3 stale |
| Empowered Funds, LLC trimmed | 31,579 | $584K | 0.2% | 2025-Q1 stale |
| Platform Wealth Management, LLC new | 24,791 | $558K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 23,175 | $521K | 0.2% | 2025-Q4 stale |
| Squarepoint Ops LLC added | 28,214 | $521K | 0.2% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC trimmed | 27,210 | $503K | 0.2% | 2025-Q1 stale |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 25,458 | $497K | 0.2% | 2025-Q2 stale |
| EMERALD MUTUAL FUND ADVISERS TRUST | 19,168 | $374K | 0.1% | 2025-Q2 stale |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 14,930 | $336K | 0.1% | 2025-Q4 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 14,146 | $318K | 0.1% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC new | 14,055 | $316K | 0.1% | 2025-Q4 stale |
| Private Wealth Advisors, LLC added | 15,088 | $279K | 0.1% | 2025-Q1 stale |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 14,894 | $275K | 0.1% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC new | 11,163 | $251K | 0.1% | 2025-Q4 stale |
| Forum Financial Management, LP | 12,668 | $234K | 0.1% | 2025-Q1 stale |
| Black Maple Capital Management LP trimmed | 10,805 | $225K | 0.1% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 10,878 | $212K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.