Community West BancsharesCWBC

13F holders, Q1 2025 (March 31)
100holders +9
11new positions
2sold out
2famous investors
$18.48avg. 13F price*

At the end of Q1 2025, 100 institutions reported holding Community West Bancshares (CWBC) in their 13F filings, up 9 from Q4 2024. 11 opened new positions and 2 sold out. The largest holders were Fourthstone LLC ($33.2M), BlackRock, Inc. ($20.7M) and Vanguard Group Inc. ($17.2M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions11$2.6M
Exits2$478K

All 13F filers, Q4 2024 → Q1 2025: 443,684 shares bought and 368,465 shares sold, net +75,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 100 holders

Fourthstone LLC 8.23% Add +2.9% 1,795,566 $33.2M
BlackRock, Inc. 0.00% Reduce -2.8% 1,117,790 $20.7M
Vanguard Group Inc. 0.00% Add +3.1% 932,671 $17.2M
Dimensional Fund Advisors LP 0.00% Add +4.3% 719,383 $13.3M
Private Management Group Inc. 0.36% Reduce -0.5% 550,076 $10.2M
PL Capital Advisors, LLC 2.64% No change 425,551 $7.9M
Geode Capital Management, LLC 0.00% Add +2.3% 396,899 $7.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.7% 354,950 $6.6M
Systematic Financial Management LP 0.16% Add +0.8% 302,435 $5.6M
Ameriprise Financial Inc. 0.00% Add +4.2% 301,201 $5.6M
State Street Corp. 0.00% Add +3.6% 263,828 $4.9M
FMR LLC 0.00% Reduce -3.5% 213,251 $3.9M
Siena Capital Partners GP, LLC 1.15% No change 210,257 $3.9M
Cutler Capital Management, LLC 1.33% No change 162,061 $3.0M
Wellington Management Group LLP 0.00% Add +70.4% 152,187 $2.8M
Northern Trust Corp. 0.00% Add +11.5% 152,040 $2.8M
American Century Companies Inc. 0.00% Reduce -8.4% 94,356 $1.7M
Bridgeway Capital Management, LLC 0.04% Reduce -50.7% 78,280 $1.4M
Caldwell Sutter Capital, Inc. 0.65% Reduce -0.8% 74,077 $1.4M
Renaissance Technologies 0.00% Reduce -4.4% 56,245 $1.0M
Victory Capital Management Inc. 0.00% Add +2.6% 56,000 $1.0M
Citadel Advisors 0.00% Add +145.9% 51,234 $947K
Arbiter Partners Capital Management LLC 1.14% New 50,739 $938K
Charles Schwab Investment Management Inc. 0.00% Add +0.1% 48,447 $895K
Goldman Sachs Group Inc. 0.00% Reduce -5.3% 47,590 $879K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +23.3% 46,114 $852K
Bank of New York Mellon Corp 0.00% Reduce -1.8% 42,682 $789K
Morgan Stanley 0.00% Reduce -3.0% 41,122 $760K
First Manhattan Co. Llc. 0.00% No change 34,358 $635K
Jane Street Group, LLC 0.00% New 31,982 $591K
Empowered Funds, LLC 0.01% Reduce -52.9% 31,579 $584K
Nuveen, LLC 0.00% — 31,262 $578K
Squarepoint Ops LLC 0.00% Add +66.1% 28,214 $521K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.1% 27,210 $503K
Orion Portfolio Solutions, LLC 0.00% Reduce -1.1% 27,210 $503K
Alliancebernstein L.P. 0.00% Add +16.3% 26,139 $483K
Kestra Private Wealth Services, LLC 0.01% Add +0.5% 24,009 $444K
Susquehanna International Group, LLP 0.00% New 23,371 $432K
Two Sigma Investments, LP 0.00% Reduce -28.9% 23,066 $426K
Boothbay Fund Management, LLC 0.02% No change 22,562 $417K
Pinnacle Holdings, LLC 0.18% No change 21,906 $405K
Mercer Global Advisors Inc. 0.00% Add +1.5% 21,700 $401K
Invesco Ltd. 0.00% Reduce -11.5% 20,243 $374K
Emerald Mutual Fund Advisers Trust 0.03% No change 19,168 $354K
Marshall Wace, LLP 0.00% New 18,952 $350K
BNP Paribas Financial Markets 0.00% Add +305.0% 18,630 $344K
Rhumbline Advisers 0.00% Reduce -17.4% 17,677 $327K
Barclays PLC 0.00% Reduce -33.2% 16,997 $314K
Deutsche Bank AG 0.00% Reduce -2.1% 16,897 $312K
Private Wealth Advisors, LLC 0.12% Add +0.6% 15,088 $279K
JPMorgan Chase & Co. 0.00% Add +95.0% 14,988 $277K
Kennedy Capital Management LLC 0.01% Reduce -87.5% 14,894 $275K
Elevation Point Wealth Partners, LLC 0.02% No change 14,497 $268K
Wells Fargo & Company 0.00% Reduce -12.5% 14,160 $262K
Citigroup Inc. 0.00% Reduce -6.4% 13,310 $246K
Potentia Wealth 0.11% No change 13,092 $242K
Forum Financial Management, LP 0.00% No change 12,668 $234K
Bridgewealth Advisory Group, LLC 0.30% No change 12,240 $226K
Royal Bank of Canada 0.00% Reduce -15.1% 12,025 $222K
First Trust Advisors LP 0.00% Reduce -1.4% 11,371 $210K
Cubist Systematic Strategies, LLC 0.00% New 11,339 $210K
Bank of America Corp. 0.00% Reduce -37.5% 11,052 $204K
Channel Wealth LLC 0.06% Reduce -6.6% 10,761 $199K
UBS Group AG 0.00% Reduce -67.5% 10,506 $194K
Sharper & Granite LLC 0.08% No change 10,362 $191K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 10,188 $188K
MetLife Investment Management, LLC 0.00% No change 9,222 $170K
Corebridge Financial, Inc. 0.00% Reduce -1.4% 8,293 $153K
Allworth Financial LP 0.00% Add +267.3% 7,015 $122K
New York State Common Retirement Fund 0.00% No change 6,033 $111K
SG Americas Securities, LLC 0.00% Reduce -20.0% 5,872 $109K
Bfsg, LLC 0.01% No change 4,092 $76K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,405 $63K
US Bancorp \de 0.00% No change 2,906 $54K
PNC Financial Services Group, Inc. 0.00% Add +28.3% 2,565 $47K
Tower Research Capital LLC (TRC) 0.00% Reduce -12.0% 1,844 $34K
Ameritas Investment Partners, Inc. 0.00% No change 1,475 $27K
Legal & General Group Plc 0.00% No change 1,463 $27K
Spire Wealth Management 0.00% No change 1,376 $25K
Coldstream Capital Management Inc. 0.00% New 1,256 $23K
California State Teachers Retirement System 0.00% No change 1,226 $23K
CIBC Private Wealth Group LLC 0.00% Add +4.8% 1,258 $21K
Picton Mahoney Asset Management 0.00% New 1,072 $20K
Russell Investments Group, Ltd. 0.00% New 838 $15K
Amalgamated Bank 0.00% No change 538 $10K
Point72 (DIFC) Ltd 0.00% New 355 $7K
Salem Investment Counselors Inc. 0.00% No change 300 $6K
Sterling Capital Management LLC 0.00% Reduce -46.2% 292 $5K
Cwm, LLC 0.00% Add +254.3% 248 $5K
Farther Finance Advisors, LLC 0.00% Reduce -17.8% 258 $5K
North Star Investment Management Corp. 0.00% No change 150 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +330.4% 99 $2K
GAMMA Investing LLC 0.00% Add +385.7% 68 $1K
Harbor Capital Advisors, Inc. 0.00% Reduce -67.6% 72 $1K
Comerica Bank 0.00% No change 47 $869
Rothschild Investment LLC 0.00% Add +50.0% 45 $832
True Wealth Design, LLC 0.00% New 41 $758
Osaic Holdings, Inc. 0.00% Reduce -89.2% 30 $554
Assetmark, Inc. 0.00% No change 9 $166
Nisa Investment Advisors, LLC 0.00% New 5 $92

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