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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on CWBC is one-sided between 2026-Q1 and 2026-Q2: 55 added or opened and 14 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 143 tracked filers holding CWBC, 71 increased or opened the position and 84 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 2026-Q1 and 2026-Q2 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 7
- TWO SIGMA INVESTMENTS, LP$8M
- Squarepoint Ops LLC$4M
- MARSHALL WACE, LLP$3M
- D. E. Shaw & Co., Inc.$1M
- Platform Wealth Management, LLC$666K
- Quantbot Technologies LP$561K
Full exits 7
- Fourthstone LLC$39M
- GLAZER CAPITAL, LLC$3M
- Qube Research & Technologies Ltd$2M
- MILLENNIUM MANAGEMENT LLC$990K
- HSBC HOLDINGS PLC$747K
- Yakira Capital Management, Inc.$635K
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$24M
- BlackRock, Inc.$13M
- STATE STREET CORP$12M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7M
- CITADEL ADVISORS LLC$6M
- VANGUARD CAPITAL MANAGEMENT LLC$5M
Largest trims
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$1M
- ALGERT GLOBAL LLC$784K
- EverSource Wealth Advisors, LLC$692K
- SEI INVESTMENTS CO$636K
- BANK OF AMERICA CORP /DE/$437K
- Empowered Funds, LLC$396K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,386,807 | $64M | 15.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,265,092 | $34M | 8.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,136,107 | $31M | 7.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,075,657 | $29M | 6.8% | 2026-Q2 |
| STATE STREET CORP added | 815,651 | $22M | 5.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 616,973 | $17M | 3.9% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 500,161 | $13M | 3.2% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC trimmed | 494,690 | $13M | 3.1% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 485,589 | $13M | 3.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 385,572 | $10M | 2.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 338,451 | $9M | 2.2% | 2026-Q2 |
| PL Capital Advisors, LLC | 329,551 | $9M | 2.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 326,583 | $9M | 2.1% | 2026-Q2 |
| FMR LLC trimmed | 296,127 | $8M | 1.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 286,953 | $8M | 1.8% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 277,860 | $7M | 1.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 259,325 | $7M | 1.6% | 2026-Q2 |
| BANC FUNDS CO LLC trimmed | 240,606 | $6M | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 221,531 | $6M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 209,607 | $6M | 1.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 205,949 | $6M | 1.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 169,407 | $5M | 1.1% | 2026-Q2 |
| Cutler Capital Management, LLC trimmed | 162,139 | $4M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 157,284 | $4M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 155,829 | $4M | 1.0% | 2026-Q2 |
| Squarepoint Ops LLC added | 150,357 | $4M | 1.0% | 2026-Q2 |
| UBS Group AG added | 130,451 | $4M | 0.8% | 2026-Q2 |
| Siena Capital Partners GP, LLC | 127,116 | $3M | 0.8% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 107,832 | $3M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP added | 101,851 | $3M | 0.6% | 2026-Q2 |
| MORGAN STANLEY added | 98,680 | $3M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 96,820 | $3M | 0.6% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 95,615 | $3M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 87,057 | $2M | 0.6% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. added | 78,625 | $2M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 77,984 | $2M | 0.5% | 2026-Q2 |
| Creative Planning added | 71,675 | $2M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 69,767 | $2M | 0.4% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 68,003 | $2M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 67,460 | $2M | 0.4% | 2026-Q2 |
| BARCLAYS PLC added | 67,076 | $2M | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 65,966 | $2M | 0.4% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 55,552 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 52,414 | $1M | 0.3% | 2026-Q2 |
| Arbiter Partners Capital Management LLC added | 52,064 | $1M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 51,345 | $1M | 0.3% | 2026-Q2 |
| SageView Advisory Group, LLC added | 50,881 | $1M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 47,000 | $1M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 43,256 | $1M | 0.3% | 2026-Q2 |
| Destination Wealth Management trimmed | 42,723 | $1M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 42,103 | $1M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 38,202 | $1M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 37,907 | $1M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 36,043 | $968K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 34,896 | $937K | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 33,874 | $910K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 32,388 | $870K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 32,140 | $863K | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 32,099 | $862K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 31,467 | $845K | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 31,110 | $836K | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 30,962 | $832K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 27,854 | $748K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 25,445 | $683K | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT | 25,300 | $680K | 0.2% | 2026-Q2 |
| Platform Wealth Management, LLC | 24,791 | $666K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 23,999 | $645K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 23,976 | $644K | 0.2% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP trimmed | 23,796 | $639K | 0.2% | 2026-Q2 |
| Pinnacle Holdings, LLC | 21,906 | $588K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP new | 20,869 | $561K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 20,457 | $550K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 19,869 | $534K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP new | 18,053 | $485K | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 17,448 | $469K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 16,687 | $448K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC new | 16,409 | $441K | 0.1% | 2026-Q2 |
| Planning Center, Inc. trimmed | 16,283 | $437K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 15,426 | $414K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 15,013 | $403K | 0.1% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 14,148 | $380K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. new | 12,315 | $331K | 0.1% | 2026-Q2 |
| Daytona Street Capital LLC | 11,850 | $320K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 11,563 | $311K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 11,502 | $308K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 11,322 | $304K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 10,646 | $286K | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC | 10,632 | $286K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 10,462 | $281K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 10,396 | $279K | 0.1% | 2026-Q2 |
| Sharper & Granite LLC | 10,362 | $278K | 0.1% | 2026-Q2 |
| CHANNEL WEALTH LLC trimmed | 9,646 | $259K | 0.1% | 2026-Q2 |
| R Squared Ltd new | 9,469 | $254K | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 9,175 | $246K | 0.1% | 2026-Q2 |
| RS CRUM INC. | 8,873 | $238K | 0.1% | 2026-Q2 |
| ELCO Management Co., LLC trimmed | 8,796 | $236K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 8,558 | $230K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 8,440 | $227K | 0.1% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. trimmed | 8,247 | $222K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 7,483 | $201K | 0.0% | 2026-Q2 |
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.