Community West BancsharesCWBC

13F holders, Q2 2024 (June 30)
77holders +74
76new positions
3sold out
2famous investors
$18.50avg. 13F price*

At the end of Q2 2024, 77 institutions reported holding Community West Bancshares (CWBC) in their 13F filings, up 74 from Q1 2024. 76 opened new positions and 3 sold out. The largest holders were Fourthstone LLC ($31.8M), BlackRock Inc. ($19.6M) and Vanguard Group Inc. ($18.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Community West Bancshares
CUSIP
203937107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 3Q1 2024Q2 2024: 77Q2 2024Q3 2024: 83Q3 2024Q4 2024: 91Q4 2024Q1 2025: 100Q1 2025Q2 2025: 96Q2 2025Q3 2025: 100Q3 2025Q4 2025: 111Q4 2025Q1 2026: 127Q1 2026Q2 2026: 148Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions76$166.3M
Exits3$484K

All 13F filers, Q1 2024 → Q2 2024: 8,989,255 shares bought and 24,374 shares sold, net +8,964,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Fourthstone LLC 10.13% New 1,719,272 $31.8M
BlackRock Inc. 0.00% New 1,058,238 $19.6M
Vanguard Group Inc. 0.00% New 972,332 $18.0M
Dimensional Fund Advisors LP 0.00% New 641,347 $11.9M
Private Management Group Inc. 0.40% New 557,479 $10.3M
PL Capital Advisors, LLC 3.27% New 425,551 $7.9M
Manufacturers Life Insurance Company, The 0.01% New 365,965 $6.8M
Geode Capital Management, LLC 0.00% New 364,954 $6.8M
Ameriprise Financial Inc. 0.00% New 332,462 $6.2M
Siena Capital Partners GP, LLC 1.62% New 265,017 $4.9M
Systematic Financial Management LP 0.15% New 261,735 $4.8M
State Street Corp. 0.00% New 223,249 $4.1M
Bridgeway Capital Management, LLC 0.10% New 221,481 $4.1M
Kennedy Capital Management LLC 0.05% New 132,360 $2.4M
Northern Trust Corp. 0.00% New 129,906 $2.4M
American Century Companies Inc. 0.00% New 120,070 $2.2M
Bank of New York Mellon Corp 0.00% New 95,687 $1.8M
Wellington Management Group LLP 0.00% New 89,333 $1.7M
LSV Asset Management 0.00% New 81,481 $1.5M
Caldwell Sutter Capital, Inc. 0.68% New 74,705 $1.4M
Empowered Funds, LLC 0.02% New 72,572 $1.3M
Arrowstreet Capital, Limited Partnership 0.00% New 69,558 $1.3M
Renaissance Technologies 0.00% New 62,345 $1.2M
ClariVest Asset Management LLC 0.10% New 50,418 $933K
Charles Schwab Investment Management Inc. 0.00% New 47,465 $878K
Jackson Square Capital, LLC 0.18% New 39,900 $738K
Invesco Ltd. 0.00% New 37,639 $696K
First Manhattan Co. Llc. 0.00% New 34,358 $636K
Nuveen Asset Management, LLC 0.00% New 32,865 $608K
Jane Street Group, LLC 0.00% New 30,769 $569K
Orion Porfolio Solutions, LLC 0.01% New 28,574 $529K
Orion Portfolio Solutions, LLC 0.01% New 28,574 $529K
Black Maple Capital Management LP 0.33% New 24,182 $447K
Morgan Stanley 0.00% New 24,174 $447K
Pinnacle Holdings, LLC 0.19% New 21,906 $405K
Rhumbline Advisers 0.00% New 21,872 $405K
Emerald Mutual Fund Advisers Trust 0.02% New 19,169 $355K
Kestra Private Wealth Services, LLC 0.01% New 14,723 $272K
Elevation Point Wealth Partners, LLC 0.02% New 14,497 $268K
Private Wealth Advisors, LLC 0.12% New 14,820 $267K
LPL Financial LLC 0.00% New 14,023 $259K
Wells Fargo & Company 0.00% New 13,678 $253K
Channel Wealth LLC 0.08% New 12,324 $228K
Bridgewealth Advisory Group, LLC 0.10% New 12,240 $226K
Deutsche Bank AG 0.00% New 12,078 $223K
Royal Bank of Canada 0.00% New 11,950 $220K
Bank of America Corp. 0.00% New 11,714 $217K
Sharper & Granite LLC 0.09% New 10,362 $192K
MetLife Investment Management, LLC 0.00% New 9,222 $171K
Corebridge Financial, Inc. 0.00% — 9,106 $168K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 8,135 $150K
JPMorgan Chase & Co. 0.00% New 7,349 $136K
UBS Group AG 0.00% New 6,918 $128K
Barclays PLC 0.00% New 6,714 $124K
New York State Common Retirement Fund 0.00% New 6,033 $112K
Acadian Asset Management LLC 0.00% New 5,731 $106K
Citigroup Inc. 0.00% New 4,507 $83K
Bfsg, LLC 0.01% New 4,412 $82K
BNP Paribas Financial Markets 0.00% New 4,311 $80K
Allworth Financial LP 0.00% New 1,910 $40K
Tower Research Capital LLC (TRC) 0.00% New 1,791 $33K
PNC Financial Services Group, Inc. 0.00% New 1,600 $30K
Ameritas Investment Partners, Inc. 0.00% New 1,475 $27K
Legal & General Group Plc 0.00% New 1,463 $27K
California State Teachers Retirement System 0.00% New 1,226 $23K
STRS Ohio 0.00% New 1,000 $19K
FMR LLC 0.00% New 899 $17K
Amalgamated Bank 0.00% New 538 $10K
Salem Investment Counselors Inc. 0.00% New 300 $6K
North Star Investment Management Corp. 0.00% New 150 $3K
NewEdge Advisors, LLC 0.00% New 119 $2K
Comerica Bank 0.00% New 75 $1K
Innealta Capital, LLC 0.00% New 60 $1K
MassMutual Private Wealth & Trust, FSB 0.00% New 58 $1K
GAMMA Investing LLC 0.00% New 11 $204
Citadel Advisors 0.00% New 6 $111
Farther Finance Advisors, LLC 0.00% New 4 $72

"% of holder's portfolio" is CWBC's weight in each manager's 13F, not the share of Community West Bancshares the manager owns.