Community West BancsharesCWBC
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 91 institutions reported holding Community West Bancshares (CWBC) in their 13F filings, up 8 from Q3 2024. 13 opened new positions and 6 sold out. The largest holders were Fourthstone LLC ($33.8M), BlackRock, Inc. ($22.3M) and Vanguard Group Inc. ($17.5M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.8M |
| Exits | 6 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 690,707 shares bought and 500,752 shares sold, net +189,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Fourthstone LLC | 6.60% | Reduce -6.6% | 1,744,665 | $33.8M |
| BlackRock, Inc. | 0.00% | Add +0.6% | 1,150,330 | $22.3M |
| Vanguard Group Inc. | 0.00% | Reduce -4.5% | 904,345 | $17.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +5.4% | 689,624 | $13.4M |
| Private Management Group Inc. | 0.39% | Reduce -0.7% | 552,621 | $10.7M |
| PL Capital Advisors, LLC | 2.81% | No change | 425,551 | $8.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 388,162 | $7.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.0% | 357,454 | $6.9M |
| Systematic Financial Management LP | 0.15% | Add +2.5% | 300,035 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.0% | 289,132 | $5.6M |
| State Street Corp. | 0.00% | Add +1.0% | 254,549 | $4.9M |
| FMR LLC | 0.00% | Add +24029.5% | 221,026 | $4.3M |
| Siena Capital Partners GP, LLC | 1.12% | No change | 210,257 | $4.1M |
| Cutler Capital Management, LLC | 1.41% | New | 162,061 | $3.1M |
| Bridgeway Capital Management, LLC | 0.07% | Reduce -21.9% | 158,815 | $3.1M |
| Northern Trust Corp. | 0.00% | Reduce -1.3% | 136,407 | $2.6M |
| Kennedy Capital Management LLC | 0.05% | Add +2.8% | 118,719 | $2.3M |
| American Century Companies Inc. | 0.00% | Reduce -3.9% | 103,009 | $2.0M |
| Wellington Management Group LLP | 0.00% | No change | 89,333 | $1.7M |
| Caldwell Sutter Capital, Inc. | 0.67% | No change | 74,705 | $1.4M |
| Empowered Funds, LLC | 0.02% | Reduce -12.3% | 67,014 | $1.3M |
| Renaissance Technologies | 0.00% | Add +0.3% | 58,808 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +24.1% | 54,600 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +31.8% | 50,280 | $974K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.5% | 48,419 | $938K |
| Bank of New York Mellon Corp | 0.00% | Reduce -54.5% | 43,451 | $842K |
| Morgan Stanley | 0.00% | Reduce -19.1% | 42,394 | $821K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 37,413 | $725K |
| First Manhattan Co. Llc. | 0.00% | No change | 34,358 | $666K |
| Nuveen Asset Management, LLC | 0.00% | No change | 32,865 | $637K |
| Two Sigma Investments, LP | 0.00% | Add +92.8% | 32,447 | $628K |
| UBS Group AG | 0.00% | Add +232.3% | 32,279 | $625K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.4% | 27,510 | $533K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.4% | 27,510 | $533K |
| Barclays PLC | 0.00% | Add +15.4% | 25,456 | $493K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -46.6% | 24,562 | $476K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.2% | 23,890 | $463K |
| Invesco Ltd. | 0.00% | Add +2.3% | 22,873 | $443K |
| Boothbay Fund Management, LLC | 0.01% | New | 22,562 | $437K |
| Alliancebernstein L.P. | 0.00% | New | 22,480 | $435K |
| Pinnacle Holdings, LLC | 0.18% | No change | 21,906 | $424K |
| Rhumbline Advisers | 0.00% | Add +12.8% | 21,387 | $414K |
| Mercer Global Advisors Inc. | 0.00% | New | 21,382 | $414K |
| Citadel Advisors | 0.00% | Add +877.4% | 20,838 | $404K |
| Emerald Mutual Fund Advisers Trust | 0.02% | Reduce -0.0% | 19,168 | $371K |
| Bank of America Corp. | 0.00% | Add +42.5% | 17,678 | $342K |
| Deutsche Bank AG | 0.00% | Add +187.6% | 17,254 | $334K |
| Squarepoint Ops LLC | 0.00% | New | 16,983 | $329K |
| Wells Fargo & Company | 0.00% | Add +15.4% | 16,175 | $313K |
| Private Wealth Advisors, LLC | 0.13% | Add +0.6% | 14,994 | $290K |
| Elevation Point Wealth Partners, LLC | 0.02% | No change | 14,497 | $281K |
| Citigroup Inc. | 0.00% | Add +6.9% | 14,215 | $275K |
| Royal Bank of Canada | 0.00% | Add +15.4% | 14,157 | $274K |
| Potentia Wealth | 0.11% | — | 13,092 | $254K |
| Forum Financial Management, LP | 0.00% | New | 12,668 | $245K |
| Bridgewealth Advisory Group, LLC | 0.07% | No change | 12,240 | $232K |
| First Trust Advisors LP | 0.00% | Add +0.6% | 11,528 | $223K |
| Channel Wealth LLC | 0.07% | Reduce -2.8% | 11,517 | $223K |
| Sharper & Granite LLC | 0.09% | No change | 10,362 | $201K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.4% | 9,741 | $189K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,222 | $179K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 8,415 | $163K |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 7,686 | $149K |
| SG Americas Securities, LLC | 0.00% | Add +6.8% | 7,342 | $142K |
| New York State Common Retirement Fund | 0.00% | No change | 6,033 | $117K |
| BNP Paribas Financial Markets | 0.00% | Add +29.3% | 4,600 | $89K |
| Bfsg, LLC | 0.01% | Reduce -7.3% | 4,092 | $79K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 3,405 | $66K |
| US Bancorp \de | 0.00% | New | 2,906 | $56K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +33.8% | 2,096 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | Add +25.0% | 2,000 | $39K |
| Allworth Financial LP | 0.00% | No change | 1,910 | $36K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,475 | $29K |
| Legal & General Group Plc | 0.00% | No change | 1,463 | $28K |
| Spire Wealth Management | 0.00% | New | 1,376 | $27K |
| California State Teachers Retirement System | 0.00% | No change | 1,226 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,200 | $22K |
| Sterling Capital Management LLC | 0.00% | Add +905.6% | 543 | $11K |
| Amalgamated Bank | 0.00% | No change | 538 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +7750.0% | 314 | $6K |
| Salem Investment Counselors Inc. | 0.00% | No change | 300 | $6K |
| Osaic Holdings, Inc. | 0.00% | New | 277 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +51.0% | 222 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 150 | $3K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 120 | $2K |
| Cwm, LLC | 0.00% | Add +20.7% | 70 | $1K |
| Comerica Bank | 0.00% | No change | 47 | $910 |
| Rothschild Investment LLC | 0.00% | New | 30 | $581 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 23 | $446 |
| GAMMA Investing LLC | 0.00% | Reduce -64.1% | 14 | $271 |
| Assetmark, Inc. | 0.00% | New | 9 | $174 |
"% of holder's portfolio" is CWBC's weight in each manager's 13F, not the share of Community West Bancshares the manager owns.