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Institutional Ownership · SEC Form 13F

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.

126
Institutional holders
11M
Shares held (tracked funds)
94.4%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added1,889,066$44M15.2%2026-Q1
Fourthstone LLC added1,362,205$32M10.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added840,454$20M6.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new744,688$17M6.0%2026-Q1
PRIVATE MANAGEMENT GROUP INC trimmed529,645$12M4.3%2026-Q1
SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed410,578$10M3.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added396,500$9M3.2%2026-Q1
STATE STREET CORP added341,182$8M2.7%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed338,920$8M2.7%2026-Q1
AMERICAN CENTURY COMPANIES INC added331,053$8M2.7%2026-Q1
PL Capital Advisors, LLC329,551$8M2.6%2026-Q1
FMR LLC trimmed296,945$7M2.4%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC new276,060$6M2.2%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added263,713$6M2.1%2026-Q1
Cutler Capital Management, LLC trimmed162,590$4M1.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed143,708$3M1.2%2026-Q1
NORTHERN TRUST CORP added143,056$3M1.1%2026-Q1
Siena Capital Partners GP, LLC trimmed127,116$3M1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new114,486$3M0.9%2026-Q1
ALGERT GLOBAL LLC trimmed97,666$2M0.8%2026-Q1
MORGAN STANLEY added96,958$2M0.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new96,918$2M0.8%2026-Q1
GOLDMAN SACHS GROUP INC added83,766$2M0.7%2026-Q1
FIRST TRUST ADVISORS LP added80,886$2M0.7%2026-Q1
CALDWELL SUTTER CAPITAL, INC.74,077$2M0.6%2026-Q1
SEI INVESTMENTS CO added70,984$2M0.6%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added70,814$2M0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC added66,540$2M0.5%2026-Q1
Qube Research & Technologies Ltd added65,014$2M0.5%2026-Q1
Bank of New York Mellon Corp trimmed61,158$1M0.5%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added56,414$1M0.5%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC new56,062$1M0.5%2026-Q1
VICTORY CAPITAL MANAGEMENT INC45,000$1M0.4%2026-Q1
Arbiter Partners Capital Management LLC43,864$1M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added43,131$1M0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed42,583$992K0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added41,916$977K0.3%2026-Q1
Orion Porfolio Solutions, LLC trimmed41,915$977K0.3%2026-Q1
BARCLAYS PLC trimmed40,685$948K0.3%2026-Q1
Creative Planning new39,154$912K0.3%2026-Q1
PRINCIPAL FINANCIAL GROUP INC new33,519$781K0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added32,641$761K0.3%2026-Q1
EverSource Wealth Advisors, LLC added57,456$675K0.2%2026-Q1
Invesco Ltd. added28,358$661K0.2%2026-Q1
Quantinno Capital Management LP added26,130$609K0.2%2026-Q1
Bridgewealth Advisory Group, LLC25,800$601K0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed25,400$592K0.2%2026-Q1
ZACKS INVESTMENT MANAGEMENT added25,300$589K0.2%2026-Q1
DRW Securities, LLC new25,178$587K0.2%2026-Q1
UBS Group AG added25,076$584K0.2%2026-Q1
MENDON CAPITAL ADVISORS CORP new24,796$578K0.2%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC added22,654$528K0.2%2026-Q1
PRUDENTIAL FINANCIAL INC new22,650$528K0.2%2026-Q1
Nuveen, LLC22,186$517K0.2%2026-Q1
Pinnacle Holdings, LLC21,906$510K0.2%2026-Q1
HSBC HOLDINGS PLC trimmed21,145$492K0.2%2026-Q1
RHUMBLINE ADVISERS added21,056$491K0.2%2026-Q1
POTENTIA WEALTH20,162$470K0.2%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new20,113$469K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed17,741$413K0.1%2026-Q1
FRANKLIN RESOURCES INC added14,155$330K0.1%2026-Q1
DEUTSCHE BANK AG\12,685$296K0.1%2026-Q1
MetLife Investment Management, LLC added12,254$286K0.1%2026-Q1
XTX Topco Ltd trimmed12,206$284K0.1%2026-Q1
Daytona Street Capital LLC11,850$277K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed11,660$272K0.1%2026-Q1
Thrivent Financial for Lutherans new11,587$270K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added11,319$264K0.1%2026-Q1
Schonfeld Strategic Advisors LLC trimmed10,644$248K0.1%2026-Q1
Integrated Quantitative Investments LLC new10,632$248K0.1%2026-Q1
Sharper & Granite LLC10,362$241K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed10,027$234K0.1%2026-Q1
Integrated Wealth Concepts LLC new9,845$229K0.1%2026-Q1
ELCO Management Co., LLC new9,796$228K0.1%2026-Q1
CHANNEL WEALTH LLC trimmed9,689$226K0.1%2026-Q1
RS CRUM INC. new8,873$207K0.1%2026-Q1
VANGUARD GROUP INC trimmed942,925$21M7.3%2025-Q4 stale
MARSHALL WACE, LLP trimmed50,273$1M0.4%2025-Q4 stale
Point72 Asset Management, L.P. new44,173$994K0.3%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP added42,356$883K0.3%2025-Q3 stale
Jump Financial, LLC new33,692$758K0.3%2025-Q4 stale
NWM ADVISORS, LLC new32,430$730K0.3%2025-Q4 stale
FIRST MANHATTAN CO. LLC.34,358$716K0.2%2025-Q3 stale
Trexquant Investment LP added29,049$605K0.2%2025-Q3 stale
Empowered Funds, LLC trimmed31,579$584K0.2%2025-Q1 stale
Platform Wealth Management, LLC new24,791$558K0.2%2025-Q4 stale
JANE STREET GROUP, LLC trimmed23,175$521K0.2%2025-Q4 stale
Squarepoint Ops LLC added28,214$521K0.2%2025-Q1 stale
Orion Portfolio Solutions, LLC trimmed27,210$503K0.2%2025-Q1 stale
ELEVATION POINT WEALTH PARTNERS, LLC added25,458$497K0.2%2025-Q2 stale
EMERALD MUTUAL FUND ADVISERS TRUST19,168$374K0.1%2025-Q2 stale
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed14,930$336K0.1%2025-Q4 stale
OCCUDO QUANTITATIVE STRATEGIES LP new14,146$318K0.1%2025-Q4 stale
Brandywine Global Investment Management, LLC new14,055$316K0.1%2025-Q4 stale
Private Wealth Advisors, LLC added15,088$279K0.1%2025-Q1 stale
KENNEDY CAPITAL MANAGEMENT LLC trimmed14,894$275K0.1%2025-Q1 stale
MILLENNIUM MANAGEMENT LLC new11,163$251K0.1%2025-Q4 stale
Forum Financial Management, LP12,668$234K0.1%2025-Q1 stale
Black Maple Capital Management LP trimmed10,805$225K0.1%2025-Q3 stale
Cubist Systematic Strategies, LLC trimmed10,878$212K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership