Community West BancsharesCWBC

13F holders, Q2 2025 (June 30)
96holders −4
9new positions
13sold out
3famous investors
$19.51avg. 13F price*

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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions9$1.4M
Exits13$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.