Community West BancsharesCWBC

13F holders, Q4 2024 (December 31)
91holders +8
13new positions
6sold out
2famous investors
$19.37avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions13$5.8M
Exits6$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.