Community West BancsharesCWBC
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.6M |
| Exits | 2 | $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.