Community West BancsharesCWBC
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 96 institutions reported holding Community West Bancshares (CWBC) in their 13F filings, down 4 from Q1 2025. 9 opened new positions and 13 sold out. The largest holders were Fourthstone LLC ($30.7M), BlackRock, Inc. ($28.7M) and Vanguard Group Inc. ($18.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Community West Bancshares
- CUSIP
- 203937107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.4M |
| Exits | 13 | $2.5M |
All 13F filers, Q1 2025 → Q2 2025: 769,995 shares bought and 482,487 shares sold, net +287,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Fourthstone LLC | 6.02% | Reduce -12.3% | 1,573,924 | $30.7M |
| BlackRock, Inc. | 0.00% | Add +31.7% | 1,472,427 | $28.7M |
| Vanguard Group Inc. | 0.00% | Add +2.0% | 951,049 | $18.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.9% | 768,796 | $15.0M |
| Private Management Group Inc. | 0.35% | Reduce -0.3% | 548,634 | $10.7M |
| PL Capital Advisors, LLC | 2.77% | No change | 425,551 | $8.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 396,070 | $7.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.7% | 352,351 | $6.9M |
| State Street Corp. | 0.00% | Add +19.9% | 316,253 | $6.2M |
| Systematic Financial Management LP | 0.16% | Add +2.0% | 308,375 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.0% | 301,256 | $5.9M |
| Siena Capital Partners GP, LLC | 1.20% | No change | 210,257 | $4.1M |
| FMR LLC | 0.00% | Reduce -7.7% | 196,756 | $3.8M |
| Cutler Capital Management, LLC | 1.35% | No change | 162,061 | $3.2M |
| Wellington Management Group LLP | 0.00% | Add +2.3% | 155,636 | $3.0M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 148,091 | $2.9M |
| American Century Companies Inc. | 0.00% | Reduce -4.6% | 90,053 | $1.8M |
| Citadel Advisors | 0.00% | Add +46.9% | 75,253 | $1.5M |
| Caldwell Sutter Capital, Inc. | 0.66% | No change | 74,077 | $1.4M |
| Morgan Stanley | 0.00% | Add +65.1% | 67,906 | $1.3M |
| Barclays PLC | 0.00% | Add +252.8% | 59,963 | $1.2M |
| Renaissance Technologies | 0.00% | Add +4.8% | 58,945 | $1.2M |
| Marshall Wace, LLP | 0.00% | Add +192.6% | 55,451 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -3.0% | 54,300 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.5% | 50,159 | $979K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +7.9% | 49,747 | $971K |
| Bridgeway Capital Management, LLC | 0.02% | Reduce -40.3% | 46,701 | $911K |
| Arbiter Partners Capital Management LLC | 0.76% | Reduce -13.6% | 43,864 | $856K |
| Bank of New York Mellon Corp | 0.00% | Add +1.7% | 43,408 | $847K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.0% | 38,070 | $743K |
| First Manhattan Co. Llc. | 0.00% | No change | 34,358 | $670K |
| Bank of America Corp. | 0.00% | Add +195.4% | 32,651 | $637K |
| Alliancebernstein L.P. | 0.00% | Add +19.3% | 31,180 | $608K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +4.1% | 28,321 | $553K |
| Rhumbline Advisers | 0.00% | Add +46.2% | 25,850 | $504K |
| Bridgewealth Advisory Group, LLC | 0.13% | Add +110.8% | 25,800 | $503K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +75.6% | 25,458 | $497K |
| HSBC Holdings PLC | 0.00% | New | 24,884 | $485K |
| Two Sigma Investments, LP | 0.00% | Add +4.9% | 24,205 | $472K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.5% | 24,117 | $471K |
| Jane Street Group, LLC | 0.00% | Reduce -25.4% | 23,843 | $465K |
| Nuveen, LLC | 0.00% | Reduce -25.5% | 23,297 | $455K |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.8% | 22,725 | $443K |
| Boothbay Fund Management, LLC | 0.01% | No change | 22,562 | $440K |
| Pinnacle Holdings, LLC | 0.18% | No change | 21,906 | $427K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 21,745 | $424K |
| JPMorgan Chase & Co. | 0.00% | Add +42.5% | 21,357 | $417K |
| Wells Fargo & Company | 0.00% | Add +38.2% | 19,568 | $382K |
| Invesco Ltd. | 0.00% | Reduce -3.8% | 19,471 | $380K |
| Emerald Mutual Fund Advisers Trust | 0.02% | No change | 19,168 | $374K |
| Trexquant Investment LP | 0.00% | New | 15,764 | $308K |
| Black Maple Capital Management LP | 0.18% | New | 13,415 | $262K |
| AQR Capital Management | 0.00% | New | 13,133 | $256K |
| Deutsche Bank AG | 0.00% | Reduce -24.9% | 12,685 | $247K |
| First Trust Advisors LP | 0.00% | Add +7.0% | 12,165 | $237K |
| Royal Bank of Canada | 0.00% | Reduce -5.1% | 11,413 | $222K |
| Sharper & Granite LLC | 0.08% | No change | 10,362 | $216K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -4.1% | 10,878 | $212K |
| Channel Wealth LLC | 0.06% | No change | 10,761 | $210K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -9.9% | 9,175 | $179K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.3% | 9,107 | $178K |
| UBS Group AG | 0.00% | Reduce -27.6% | 7,604 | $148K |
| Citigroup Inc. | 0.00% | Reduce -45.2% | 7,297 | $142K |
| Allworth Financial LP | 0.00% | Add +0.2% | 7,029 | $137K |
| New York State Common Retirement Fund | 0.00% | No change | 6,033 | $118K |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.8% | 4,705 | $92K |
| Bfsg, LLC | 0.01% | No change | 4,092 | $80K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,405 | $66K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +75.5% | 3,237 | $63K |
| US Bancorp \de | 0.00% | No change | 2,906 | $57K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.3% | 2,532 | $49K |
| Raymond James Financial Inc. | 0.00% | New | 2,366 | $46K |
| Legal & General Group Plc | 0.00% | Add +4.4% | 1,528 | $30K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,475 | $29K |
| Spire Wealth Management | 0.00% | Reduce -5.7% | 1,297 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.6% | 1,200 | $23K |
| Cwm, LLC | 0.00% | Add +261.3% | 896 | $17K |
| Amalgamated Bank | 0.00% | No change | 538 | $10K |
| Sterling Capital Management LLC | 0.00% | Add +29.1% | 377 | $7K |
| Osaic Holdings, Inc. | 0.00% | Add +1113.3% | 364 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 300 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -67.3% | 274 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 150 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 116 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +72.2% | 124 | $2K |
| IFP Advisors, Inc | 0.00% | New | 55 | $1K |
| GAMMA Investing LLC | 0.00% | Reduce -30.9% | 47 | $917 |
| Comerica Bank | 0.00% | No change | 47 | $917 |
| Essential Partners LLC | 0.00% | — | 26 | $507 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -76.8% | 23 | $449 |
| Clearstead Advisors, LLC | 0.00% | New | 16 | $313 |
| Nisa Investment Advisors, LLC | 0.00% | Add +160.0% | 13 | $254 |
| Assetmark, Inc. | 0.00% | No change | 9 | $176 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -98.5% | 4 | $78 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 3 | $59 |
| True Wealth Design, LLC | 0.00% | Reduce -97.6% | 1 | $20 |
"% of holder's portfolio" is CWBC's weight in each manager's 13F, not the share of Community West Bancshares the manager owns.