Community West BancsharesCWBC

13F holders, Q3 2024 (September 30)
83holders +6
10new positions
5sold out
2famous investors
$19.26avg. 13F price*

At the end of Q3 2024, 83 institutions reported holding Community West Bancshares (CWBC) in their 13F filings, up 6 from Q2 2024. 10 opened new positions and 5 sold out. The largest holders were Fourthstone LLC ($36.0M), BlackRock, Inc. ($22.0M) and Vanguard Group Inc. ($18.2M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions10$2.3M
Exits5$386K

All 13F filers, Q2 2024 → Q3 2024: 444,797 shares bought and 249,749 shares sold, net +195,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Fourthstone LLC 8.02% Add +8.7% 1,868,778 $36.0M
BlackRock, Inc. 0.00% — 1,143,463 $22.0M
Vanguard Group Inc. 0.00% Reduce -2.5% 947,490 $18.2M
Dimensional Fund Advisors LP 0.00% Add +2.0% 654,115 $12.6M
Private Management Group Inc. 0.38% Reduce -0.2% 556,422 $10.7M
PL Capital Advisors, LLC 2.92% No change 425,551 $8.2M
Geode Capital Management, LLC 0.00% Add +6.7% 389,248 $7.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.3% 357,477 $6.9M
Ameriprise Financial Inc. 0.00% Reduce -1.1% 328,651 $6.3M
Systematic Financial Management LP 0.14% Add +11.9% 292,810 $5.6M
State Street Corp. 0.00% Add +12.8% 251,944 $4.9M
Siena Capital Partners GP, LLC 1.17% Reduce -20.7% 210,257 $4.0M
Bridgeway Capital Management, LLC 0.08% Reduce -8.2% 203,259 $3.9M
Northern Trust Corp. 0.00% Add +6.4% 138,162 $2.7M
Kennedy Capital Management LLC 0.05% Reduce -12.7% 115,544 $2.2M
American Century Companies Inc. 0.00% Reduce -10.7% 107,226 $2.1M
Bank of New York Mellon Corp 0.00% Reduce -0.2% 95,479 $1.8M
Wellington Management Group LLP 0.00% No change 89,333 $1.7M
LSV Asset Management 0.00% Reduce -5.0% 77,441 $1.5M
Empowered Funds, LLC 0.02% Add +5.3% 76,458 $1.5M
Caldwell Sutter Capital, Inc. 0.67% No change 74,705 $1.4M
Renaissance Technologies 0.00% Reduce -5.9% 58,645 $1.1M
Morgan Stanley 0.00% Add +116.8% 52,399 $1.0M
ClariVest Asset Management LLC 0.10% No change 50,418 $933K
Charles Schwab Investment Management Inc. 0.00% Reduce -1.4% 46,796 $901K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -33.9% 45,990 $886K
Victory Capital Management Inc. 0.00% New 44,000 $847K
Jackson Square Capital, LLC 0.19% Reduce -1.0% 39,515 $761K
Goldman Sachs Group Inc. 0.00% New 38,143 $735K
First Manhattan Co. Llc. 0.00% No change 34,358 $662K
Nuveen Asset Management, LLC 0.00% No change 32,865 $633K
Orion Porfolio Solutions, LLC 0.01% Reduce -3.3% 27,626 $532K
Orion Portfolio Solutions, LLC 0.01% Reduce -3.3% 27,626 $532K
Invesco Ltd. 0.00% Reduce -40.6% 22,358 $431K
Kestra Private Wealth Services, LLC 0.01% Add +51.4% 22,292 $429K
Barclays PLC 0.00% Add +228.5% 22,057 $425K
Pinnacle Holdings, LLC 0.19% No change 21,906 $422K
Emerald Mutual Fund Advisers Trust 0.02% No change 19,169 $369K
Rhumbline Advisers 0.00% Reduce -13.3% 18,957 $365K
Two Sigma Investments, LP 0.00% New 16,831 $324K
Black Maple Capital Management LP 0.24% Reduce -31.4% 16,594 $320K
Private Wealth Advisors, LLC 0.11% Add +0.6% 14,910 $280K
Elevation Point Wealth Partners, LLC 0.03% No change 14,497 $279K
Wells Fargo & Company 0.00% Add +2.4% 14,011 $270K
Citigroup Inc. 0.00% Add +195.0% 13,294 $256K
Bank of America Corp. 0.00% Add +5.9% 12,404 $239K
Royal Bank of Canada 0.00% Add +2.7% 12,269 $237K
Bridgewealth Advisory Group, LLC 0.09% No change 12,240 $236K
Channel Wealth LLC 0.08% Reduce -3.9% 11,850 $228K
First Trust Advisors LP 0.00% New 11,459 $221K
Jane Street Group, LLC 0.00% Reduce -65.6% 10,594 $204K
Sharper & Granite LLC 0.09% No change 10,362 $200K
UBS Group AG 0.00% Add +40.4% 9,715 $187K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +14.7% 9,334 $180K
MetLife Investment Management, LLC 0.00% No change 9,222 $178K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 9,050 $174K
JPMorgan Chase & Co. 0.00% Add +0.4% 7,380 $142K
SG Americas Securities, LLC 0.00% New 6,871 $132K
New York State Common Retirement Fund 0.00% No change 6,033 $116K
Deutsche Bank AG 0.00% Reduce -50.3% 6,000 $116K
Bfsg, LLC 0.01% No change 4,412 $85K
BNP Paribas Financial Markets 0.00% Reduce -17.4% 3,559 $69K
Citadel Advisors 0.00% Add +35433.3% 2,132 $41K
Allworth Financial LP 0.00% No change 1,910 $37K
PNC Financial Services Group, Inc. 0.00% No change 1,600 $31K
Tower Research Capital LLC (TRC) 0.00% Reduce -12.5% 1,567 $30K
Ameritas Investment Partners, Inc. 0.00% No change 1,475 $28K
Legal & General Group Plc 0.00% No change 1,463 $28K
California State Teachers Retirement System 0.00% No change 1,226 $24K
CIBC Private Wealth Group LLC 0.00% New 1,200 $23K
FMR LLC 0.00% Add +1.9% 916 $18K
Amalgamated Bank 0.00% No change 538 $10K
Salem Investment Counselors Inc. 0.00% No change 300 $6K
Harbor Capital Advisors, Inc. 0.00% New 147 $3K
North Star Investment Management Corp. 0.00% No change 150 $3K
NewEdge Advisors, LLC 0.00% No change 119 $2K
Sterling Capital Management LLC 0.00% — 54 $1K
Cwm, LLC 0.00% New 58 $1K
Comerica Bank 0.00% Reduce -37.3% 47 $905
Russell Investments Group, Ltd. 0.00% New 43 $828
GAMMA Investing LLC 0.00% Add +254.6% 39 $751
Earned Wealth Advisors, LLC 0.00% New 11 $212
Farther Finance Advisors, LLC 0.00% No change 4 $77

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