Community West Bancshares - CWBC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 1,650,051 | 37,126 | 0.0% | 0.0% | 1 | -27,683 | -1.65% | Q4 2025 | Feb 12, 2026 |
| Fourthstone LLC | History | Reduced | 1,310,897 | 29,495 | 5.52% | 5.47% | 2 | -151,889 | -10.38% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 942,925 | 21,215 | 0.0% | 0.0% | 3 | -2,328 | -0.25% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 802,410 | 18,054 | 0.0% | 0.0% | 4 | +16,370 | 2.08% | Q4 2025 | Feb 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 537,638 | 12,096 | 0.35% | 0.34% | 5 | -7,993 | -1.46% | Q4 2025 | Feb 12, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 411,859 | 9,266 | 0.22% | 0.16% | 6 | +104,779 | 34.12% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 390,477 | 8,787 | 0.0% | 0.0% | 7 | -3,764 | -0.95% | Q4 2025 | Feb 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 343,891 | 7,737 | 0.01% | — | 8 | +343,891 | New | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 334,322 | 7,522 | 0.0% | 0.0% | 9 | +16,340 | 5.14% | Q4 2025 | Feb 13, 2026 |
| PL Capital Advisors, LLC | History | Reduced | 329,551 | 7,414 | 2.34% | 2.94% | 10 | -96,000 | -22.56% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 304,946 | 6,861 | 0.0% | 0.0% | 11 | +17,051 | 5.92% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 221,220 | 4,977 | 0.0% | 0.0% | 12 | +93,989 | 73.87% | Q4 2025 | Feb 13, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 210,257 | 4,730 | 1.27% | 1.25% | 13 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 167,008 | 3,757 | 0.01% | 0.0% | 14 | +77,000 | 85.55% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 164,621 | 3,703 | 0.0% | 0.0% | 15 | +5,980 | 3.77% | Q4 2025 | Feb 17, 2026 |
| Cutler Capital Management, LLC | History | Added to | 162,829 | 3,663 | 1.07% | 1.08% | 16 | +677 | 0.42% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 136,189 | 3,064 | 0.0% | 0.0% | 17 | -7,011 | -4.9% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | New | 101,816 | 2,291 | 0.04% | — | 18 | +101,816 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 79,293 | 1,784 | 0.0% | 0.0% | 19 | +14,728 | 22.81% | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 74,077 | 1,666 | 0.71% | 0.66% | 20 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 73,156 | 1,646 | 0.0% | — | 21 | +73,156 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 70,771 | 1,592 | 0.0% | 0.0% | 22 | +29,299 | 70.65% | Q4 2025 | Mar 25, 2026 |
| BARCLAYS PLC | History | Added to | 66,643 | 1,499 | 0.0% | 0.0% | 23 | +8,698 | 15.01% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 61,442 | 1,382 | 0.0% | 0.0% | 25 | +15,901 | 34.92% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 61,444 | 1,382 | 0.0% | 0.0% | 24 | -1,610 | -2.55% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,073 | 1,261 | 0.0% | 0.0% | 26 | +13,307 | 31.12% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 50,273 | 1,131 | 0.0% | 0.0% | 27 | -25,880 | -33.98% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 48,169 | 1,083 | 0.0% | 0.0% | 28 | -521 | -1.07% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 45,374 | 1,020 | 0.0% | 0.0% | 29 | -13,260 | -22.61% | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 45,000 | 1,012 | 0.0% | 0.0% | 30 | -7,000 | -13.46% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 44,173 | 993 | 0.0% | — | 31 | +44,173 | New | Q4 2025 | Feb 17, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 43,864 | 986 | 0.48% | 0.55% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 43,202 | 972 | 0.01% | 0.0% | 33 | +15,188 | 54.22% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 37,767 | 849 | 0.0% | 0.0% | 34 | +5,942 | 18.67% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 37,149 | 835 | 0.0% | 0.0% | 35 | +22,575 | 154.9% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | New | 33,692 | 758 | 0.01% | — | 36 | +33,692 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 33,000 | 742 | 0.0% | — | 37 | +33,000 | New | Q4 2025 | Feb 17, 2026 |
| NWM ADVISORS, LLC | History | New | 32,430 | 729 | 0.63% | — | 38 | +32,430 | New | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 29,657 | 667 | 0.0% | 0.0% | 39 | +3,160 | 11.93% | Q4 2025 | Feb 18, 2026 |
| SEI INVESTMENTS CO | History | New | 27,394 | 616 | 0.0% | — | 40 | +27,394 | New | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 26,120 | 587 | 0.0% | 0.0% | 41 | -795 | -2.95% | Q4 2025 | Feb 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 25,799 | 580 | 0.0% | 0.0% | 42 | +2,031 | 8.55% | Q4 2025 | Feb 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 25,800 | 580 | 0.13% | 0.12% | 43 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Platform Wealth Management, LLC | History | New | 24,791 | 557 | 0.15% | — | 44 | +24,791 | New | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,337 | 547 | 0.01% | 0.01% | 45 | +106 | 0.44% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,175 | 521 | 0.0% | 0.0% | 46 | -419 | -1.78% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 22,919 | 516 | 0.0% | 0.0% | 47 | +723 | 3.26% | Q4 2025 | Mar 20, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 22,562 | 507 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 22,186 | 499 | 0.0% | 0.0% | 49 | -1,111 | -4.77% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Holdings, LLC | History | No change | 21,906 | 492 | 0.17% | 0.16% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 20,925 | 470 | 0.0% | — | 52 | +20,925 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 20,901 | 470 | 0.0% | 0.0% | 51 | -8,457 | -28.81% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,767 | 467 | 0.0% | 0.0% | 53 | -2,730 | -11.62% | Q4 2025 | Feb 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 20,696 | 465 | 0.0% | — | 54 | +20,696 | New | Q4 2025 | Feb 17, 2026 |
| POTENTIA WEALTH | History | No change | 20,162 | 453 | 0.17% | 0.16% | 55 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,615 | 441 | 0.0% | 0.0% | 56 | +4,768 | 32.11% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 15,807 | 355 | 0.01% | — | 57 | +15,807 | New | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 14,930 | 335 | 0.01% | 0.02% | 58 | -25,771 | -63.32% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 14,146 | 318 | 0.02% | — | 59 | +14,146 | New | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 14,055 | 316 | 0.0% | — | 60 | +14,055 | New | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 12,685 | 285 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 12,069 | 271 | 0.0% | 0.0% | 62 | +11,202 | 1292.04% | Q4 2025 | Feb 13, 2026 |
| Daytona Street Capital LLC | History | New | 11,850 | 266 | 0.21% | — | 63 | +11,850 | New | Q4 2025 | Jan 21, 2026 |
| FRANKLIN RESOURCES INC | History | New | 11,224 | 252 | 0.0% | — | 64 | +11,224 | New | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 11,163 | 251 | 0.0% | — | 65 | +11,163 | New | Q4 2025 | Feb 17, 2026 |
| Sharper & Granite LLC | History | No change | 10,362 | 233 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 10,056 | 226 | 0.06% | 0.06% | 67 | -705 | -6.55% | Q4 2025 | Feb 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 9,957 | 225 | 0.0% | — | 68 | +9,957 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 9,180 | 206 | 0.0% | 0.0% | 69 | -10,432 | -53.19% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,107 | 204 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 8,807 | 198 | 0.0% | 0.0% | 71 | -6,759 | -43.42% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,754 | 174 | 0.0% | 0.0% | 72 | -86 | -1.1% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,564 | 170 | 0.0% | 0.0% | 73 | -231 | -2.96% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 7,213 | 162 | 0.0% | — | 74 | +7,213 | New | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,033 | 135 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,050 | 113 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 4,095 | 92 | 0.0% | — | 77 | +4,095 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 3,744 | 84 | 0.0% | 0.0% | 78 | +560 | 17.59% | Q4 2025 | Jan 26, 2026 |
| BFSG, LLC | History | No change | 3,762 | 84 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,381 | 76 | 0.0% | 0.0% | 80 | +3,270 | 2945.95% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | No change | 2,906 | 65 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,680 | 60 | 0.0% | 0.0% | 82 | +351 | 15.07% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,082 | 46 | 0.0% | 0.0% | 83 | +99 | 4.99% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 1,528 | 34 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,475 | 33 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,020 | 23 | 0.0% | — | 86 | +1,020 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,059 | 23 | 0.0% | 0.0% | 88 | +262 | 32.87% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,030 | 23 | 0.0% | 0.0% | 87 | -19 | -1.81% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 811 | 18 | 0.0% | 0.0% | 89 | -143 | -14.99% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 727 | 16 | 0.0% | 0.0% | 91 | +324 | 80.4% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 748 | 16 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 526 | 12 | 0.0% | 0.0% | 92 | -12 | -2.23% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 340 | 7 | 0.0% | 0.0% | 93 | -957 | -73.79% | Q4 2025 | Jan 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 136 | 3 | 0.0% | — | 94 | +136 | New | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | No change | 150 | 3 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Optiver Holding B.V. | History | Reduced | 124 | 2 | 0.0% | 0.0% | 100 | -162 | -56.64% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 100 | 2 | 0.0% | 0.0% | 101 | +45 | 81.82% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | Added to | 91 | 2 | 0.0% | — | 97 | +44 | 93.62% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 101 | 2 | 0.0% | 0.0% | 99 | +31 | 44.29% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 111 | 2 | 0.0% | 0.0% | 98 | -2 | -1.77% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 116 | 2 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 77 | 1 | 0.0% | 0.0% | 102 | +6 | 8.45% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -299,656 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -42,356 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,358 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -29,049 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Black Maple Capital Management LP | History | Closed out | 0 | 0 | — | 0.11% | — | -10,805 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,320 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q3 2025 | Nov 24, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 07, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MAI Capital Management | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -14 | -82.35% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 15 | 0 | — | — | — | +4 | 36.36% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 22 | 0 | — | — | — | -1 | -4.35% | Q4 2025 | Jan 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ASSETMARK, INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |