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CWBC · Community West Bancshares · Held by Funds

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$26.29 +0.71 (+2.78%) At close · Oct 22
Russell 2000 member Rebalance outlook locked
Market Cap
$713.28M
Shares
27.13M
Volume · Oct 22 253.18K Avg daily vol (3M) 215.18K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of CWBC by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.55% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.85% 774,212
Index ETFs 9.70% 2,631,136
Active ETFs 1.60% 433,751
Active funds 7.80% 2,117,339
Unclassified 1.48% 401,846
All registered funds 23.44% 6,358,284
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding CWBC

172 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 786,665 $21,129,822 0.00%
iShares Russell 2000 ETF 670,545 $18,010,839 0.02%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 289,311 $7,770,893 0.16%
Avantis U.S. Small Cap Value ETF 308,820 $7,414,768 0.03%
VANGUARD EXTENDED MARKET INDEX FUND 264,473 $7,103,745 0.01%
Select Banking Portfolio 285,900 $6,864,459 1.52%
Fidelity Small Cap Index Fund 262,864 $6,579,486 0.02%
U.S. SMALL CAP VALUE PORTFOLIO 245,375 $6,141,736 0.03%
iShares Russell 2000 Value ETF 204,439 $5,491,232 0.04%
Regional Bank Fund 183,327 $4,588,675 0.48%
U.S. Targeted Value Portfolio 169,440 $4,241,083 0.03%
BlackRock Advantage Small Cap Core Fund 157,440 $3,780,134 0.07%
John Hancock Financial Opportunities Fund 126,760 $3,404,774 0.42%
Dimensional U.S. Targeted Value ETF 135,615 $3,394,443 0.02%
U.S. SMALL CAP PORTFOLIO 120,425 $3,014,238 0.02%
VANGUARD RUSSELL 2000 INDEX FUND 118,011 $2,833,444 0.02%
Fidelity Extended Market Index Fund 117,953 $2,832,052 0.01%
U.S. MICRO CAP PORTFOLIO 94,240 $2,358,827 0.03%
Dimensional U.S. Small Cap ETF 90,183 $2,257,280 0.01%
Putnam Small Cap Value Fund 93,400 $2,242,534 0.76%
iShares Micro-Cap ETF 82,373 $2,212,539 0.15%
First Trust Dow Jones Select MicroCap Index Fund 77,446 $2,080,200 0.78%
Dimensional US Small Cap Value ETF 81,046 $2,028,581 0.02%
Hotchkis and Wiley Small Cap Diversified Value Fund 69,800 $1,874,828 0.20%
Dimensional U.S. Core Equity 2 ETF 64,657 $1,618,365 0.00%
Schwab Small-Cap Index Fund 59,902 $1,499,347 0.02%
U.S. CORE EQUITY 2 PORTFOLIO 56,822 $1,422,255 0.00%
Master Small Cap Index Series 45,958 $1,234,432 0.02%
iShares Russell 2000 Growth ETF 44,983 $1,208,243 0.01%
Putnam VT Small Cap Value Fund 42,800 $1,149,608 0.94%
SmallCap Value Fund II 43,506 $1,088,955 0.09%
Fidelity Total Market Index Fund 44,343 $1,064,675 0.00%
Avantis U.S. Small Cap Equity ETF 41,322 $992,141 0.04%
Principal U.S. Small-Cap ETF 34,874 $936,716 0.04%
AST Small-Cap Equity Portfolio 31,758 $853,020 0.04%
Fidelity Series Total Market Index Fund 35,044 $841,406 0.00%
Nuveen Small Cap Blend Index Fund 33,008 $826,190 0.02%
EQ/2000 Managed Volatility Portfolio 29,743 $798,897 0.02%
Transamerica Small/Mid Cap Value 29,350 $734,631 0.11%
Fidelity Small Cap Value Index Fund 27,147 $729,168 0.03%
Victory Integrity Discovery Fund 26,750 $718,505 0.78%
U.S. CORE EQUITY 1 PORTFOLIO 28,561 $714,882 0.00%
Diversified Equity Alpha Master Portfolio 25,074 $673,488 0.02%
NORTH SQUARE DYNAMIC SMALL CAP FUND 27,221 $653,576 0.08%
WisdomTree U.S. SmallCap Dividend Fund 23,764 $638,301 0.03%
Multi-Manager Small Cap Equity Strategies Fund 25,400 $609,854 0.05%
Zacks Small-Cap Core Fund 25,300 $607,453 1.78%
Empower Small Cap Value Fund 19,100 $513,026 0.08%
LVIP State Street Small-Cap Index Fund 17,622 $473,327 0.02%
Transamerica Small/Mid Cap Value VP 17,200 $461,992 0.08%
Showing 1–50 of 172 positions
Key facts CIK 1127371 CUSIP 203937107 13F (30d) 17 filings 17 filers Visit website Investor relations