CWBC · Community West Bancshares

$26.61 +0.21 (+0.80%) At close · Sep 4

Russell 2000 member Rebalance outlook locked

Market Cap

$721.96M

27.13M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 149

Total Value: $420,437,277

Total Shares: 15,652,918

Showing 1–100 of 149 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 149 13F filers · Δ vs Mar 31, 2026

Top Holder

15.2%

−1.6 pts

Top 5

42.7%

−5.2 pts

Top 10

58.5%

−5.6 pts

HHI

521

Broadly held−133

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +22

Institutional value: +61.1%

Shares held: +39.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega WELLINGTON MANAGEMENT GROUP LLP	+833,312	1,136,107
Mega BlackRock, Inc.	+497,741	2,386,807
Mega STATE STREET CORP	+474,469	815,651
Micro Bridgewealth Advisory Group, LLC	+468,890	494,690
Mega DIMENSIONAL FUND ADVISORS LP	+424,638	1,265,092

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid PRIVATE MANAGEMENT GROUP INC	−44,056	485,589
Mid ALGERT GLOBAL LLC	−42,114	55,552
Large SEI INVESTMENTS CO	−33,077	37,907
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−17,641	24,000
Mega BANK OF AMERICA CORP /DE/	−15,277	27,854

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega TWO SIGMA INVESTMENTS, LP	286,953	$7,707,557
Large Squarepoint Ops LLC	150,357	$4,038,589
Large MARSHALL WACE, LLP	101,851	$2,735,717
Mega ALLIANCEBERNSTEIN L.P.	67,460	$1,811,975
Mega D. E. Shaw & Co., Inc.	51,345	$1,379,126

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Fourthstone LLC	1,362,205	$31,739,376
Mega Qube Research & Technologies Ltd	65,014	$1,514,826
Mid DRW Securities, LLC	25,178	$586,647
Mega HSBC HOLDINGS PLC	21,145	$492,678
Small POTENTIA WEALTH	20,162	$469,774

Filter: New 35 Increased 75 Reduced 20 Sold out 13 Unchanged 19

Showing 100 of 149

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$64,109,631

15.25%

2,386,807

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	88,036	$2,364,646	3.7%	Sole
BlackRock Asset Management Canada Ltd	30	$805	0.0%	Sole
BlackRock Investment Management, LLC	89,268	$2,397,738	3.7%	Sole
BLACKROCK ADVISORS LLC	245,887	$6,604,524	10.3%	Sole
BlackRock Fund Advisors	998,097	$26,808,885	41.8%	Sole
BlackRock Institutional Trust Company, N.A.	870,702	$23,387,055	36.5%	Sole
Aperio Group, LLC	94,787	$2,545,978	4.0%	Sole

DIMENSIONAL FUND ADVISORS LP

$33,980,370

8.08%

1,265,092

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	3,057	$82,111	0.2%	Defined
DFA Australia Ltd.	9,041	$242,841	0.7%	Defined
Dimensional Ireland Ltd	51,817	$1,391,804	4.1%	Defined
Held directly	1,201,177	$32,263,614	94.9%	Sole

WELLINGTON MANAGEMENT GROUP LLP

$30,515,833

7.26%

1,136,107

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	1,102,129	$29,603,184	97.0%	Defined
Wellington Trust Company, NA joint	33,978	$912,649	3.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$28,892,147

6.87%

1,075,657

STATE STREET CORP

$21,908,385

5.21%

815,651

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	815,651	$21,908,385	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$16,571,894

3.94%

616,973

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	87,463	$2,349,256	14.2%	Defined
Held directly	529,510	$14,222,638	85.8%	Defined

SYSTEMATIC FINANCIAL MANAGEMENT LP

$13,434,324

3.20%

500,161

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AFFILIATED MANAGERS GROUP, INC.	485,740	$13,046,976	97.1%	Defined
MORGAN STANLEY	14,421	$387,348	2.9%	Other

Bridgewealth Advisory Group, LLC

$13,287,373

3.16%

494,690

PRIVATE MANAGEMENT GROUP INC

$13,042,920

3.10%

485,589

AMERICAN CENTURY COMPANIES INC

$10,356,463

2.46%

385,572

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	385,572	$10,356,463	100.0%	Defined

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$9,090,793

2.16%

338,451

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	338,451	$9,090,793	100.0%	Defined

PL Capital Advisors, LLC

$8,851,739

2.11%

329,551

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$8,772,019

2.09%

326,583

FMR LLC

$7,953,970

1.89%

296,127

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	290,510	$7,803,098	98.1%	Defined
STRATEGIC ADVISERS LLC	5,617	$150,872	1.9%	Defined

TWO SIGMA INVESTMENTS, LP

$7,707,557

1.83%

286,953

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$7,463,319

1.78%

277,860

RENAISSANCE TECHNOLOGIES LLC

$6,965,469

1.66%

259,325

CITADEL ADVISORS LLC

$5,950,322

1.42%

221,531

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	85,471	$2,295,751	38.6%	Defined
Held directly	136,060	$3,654,571	61.4%	Defined

NORTHERN TRUST CORP

$5,630,043

1.34%

209,607

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	205,725	$5,525,773	98.1%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,882	$104,270	1.9%	Other

VANGUARD PORTFOLIO MANAGEMENT LLC

$5,531,790

1.32%

205,949

FRANKLIN RESOURCES INC

$4,550,271

1.08%

169,407

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brandywine Global Investment Management, LLC	14,655	$393,633	8.7%	Defined
PUTNAM INVESTMENT MANAGEMENT LLC	154,752	$4,156,638	91.3%	Defined

Cutler Capital Management, LLC

$4,355,053

1.04%

162,139

VANGUARD FIDUCIARY TRUST CO

$4,224,648

1.00%

157,284

GOLDMAN SACHS GROUP INC

$4,185,566

1.00%

155,829

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	105,222	$2,826,262	67.5%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	50,607	$1,359,304	32.5%	Defined

Squarepoint Ops LLC

$4,038,589

0.96%

150,357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	150,357	$4,038,589	100.0%	Defined

UBS Group AG

$3,503,913

0.83%

130,451

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	968	$26,000	0.7%	Defined
UBS AG	129,483	$3,477,913	99.3%	Defined

Siena Capital Partners GP, LLC

$3,414,335

0.81%

127,116

Connor, Clark & Lunn Investment Management Ltd.

$2,896,367

0.69%

107,832

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	107,832	$2,896,367	100.0%	Sole

MARSHALL WACE, LLP

$2,735,717

0.65%

101,851

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	101,851	$2,735,717	100.0%	Other

MORGAN STANLEY

$2,650,541

0.63%

98,680

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	229	$6,150	0.2%	Defined
MORGAN STANLEY & CO. LLC	10,255	$275,449	10.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	68,518	$1,840,393	69.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	6,861	$184,285	7.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	12,817	$344,264	13.0%	Defined

Bank of New York Mellon Corp

$2,600,582

0.62%

96,820

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	47,401	$1,273,190	49.0%	Defined
The Bank of New York Mellon	48,106	$1,292,127	49.7%	Defined
BNY Mellon, NA	29	$778	0.0%	Defined
BNY Mellon Advisors, Inc. joint	1,283	$34,461	1.3%	Other
Held directly	1	$26	0.0%	Defined

PRUDENTIAL FINANCIAL INC

$2,568,218

0.61%

95,615

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	77,015	$2,068,622	80.5%	Defined
Prudential Trust Co	18,600	$499,596	19.5%	Defined

FIRST TRUST ADVISORS LP

$2,338,351

0.56%

87,057

CALDWELL SUTTER CAPITAL, INC.

$2,111,867

0.50%

78,625

AQR CAPITAL MANAGEMENT LLC

$2,094,648

0.50%

77,984

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	6	$161	0.0%	Other
Prism Planning Partners LLC	168	$4,512	0.2%	Other
Arax Advisory Partners	757	$20,333	1.0%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	405	$10,878	0.5%	Other
Stokes Family Office, LLC	81	$2,175	0.1%	Other
Held directly	76,567	$2,056,589	98.2%	Defined

Creative Planning

$1,925,189

0.46%

71,675

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	146	$3,921	0.2%	Defined
Held directly	71,529	$1,921,268	99.8%	Sole

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$1,873,941

0.45%

69,767

LOS ANGELES CAPITAL MANAGEMENT LLC

$1,826,560

0.43%

68,003

ALLIANCEBERNSTEIN L.P.

$1,811,975

0.43%

67,460

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	67,460	$1,811,975	100.0%	Defined

BARCLAYS PLC

$1,801,660

0.43%

67,076

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	66,210	$1,778,400	98.7%	Defined
BARCLAYS CAPITAL INC.	866	$23,260	1.3%	Defined

XTX Topco Ltd

$1,771,846

0.42%

65,966

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	65,966	$1,771,846	100.0%	Defined

ALGERT GLOBAL LLC

$1,492,126

0.35%

55,552

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

$1,407,840

0.33%

52,414

Arbiter Partners Capital Management LLC

$1,398,439

0.33%

52,064

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Broken Clock Management LLC joint	52,064	$1,398,439	100.0%	Defined

D. E. Shaw & Co., Inc.

$1,379,126

0.33%

51,345

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	51,345	$1,379,126	100.0%	Defined

SageView Advisory Group, LLC

$1,366,663

0.33%

50,881

VICTORY CAPITAL MANAGEMENT INC

$1,262,420

0.30%

47,000

HRT FINANCIAL LP

$1,243,322

0.30%

46,289

Orion Porfolio Solutions, LLC

$1,161,856

0.28%

43,256

Destination Wealth Management

$1,147,539

0.27%

42,723

KESTRA PRIVATE WEALTH SERVICES, LLC

$1,130,886

0.27%

42,103

Nuveen, LLC

$1,026,105

0.24%

38,202

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	5,168	$138,812	13.5%	Defined
TEACHERS ADVISORS, LLC joint	33,034	$887,293	86.5%	Defined

SEI INVESTMENTS CO

$1,018,181

0.24%

37,907

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	109	$2,927	0.3%	Sole
SEI TRUST CO	37,798	$1,015,254	99.7%	Sole

PRINCIPAL FINANCIAL GROUP INC

$968,114

0.23%

36,043

MERCER GLOBAL ADVISORS INC /ADV

$937,306

0.22%

34,896

Schonfeld Strategic Advisors LLC

$909,855

0.22%

33,874

Quantinno Capital Management LP

$869,941

0.21%

32,388

CITIGROUP INC

$863,280

0.21%

32,140

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	32,140	$863,280	100.0%	Defined

Cerity Partners LLC

$862,178

0.21%

32,099

RHUMBLINE ADVISERS

$845,203

0.20%

31,467

Invesco Ltd.

$835,613

0.20%

31,110

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	3,093	$83,077	9.9%	Defined
Invesco Trust Co joint	9,798	$263,174	31.5%	Defined
Invesco Capital Management LLC	18,219	$489,362	58.6%	Defined

BOOTHBAY FUND MANAGEMENT, LLC

$831,639

0.20%

30,962

BANK OF AMERICA CORP /DE/

$748,158

0.18%

27,854

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	27,854	$748,158	100.0%	Defined

AMERIPRISE FINANCIAL INC

$683,452

0.16%

25,445

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	25,445	$683,452	100.0%	Defined

ZACKS INVESTMENT MANAGEMENT

$679,558

0.16%

25,300

Platform Wealth Management, LLC

$665,886

0.16%

24,791

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$644,640

0.15%

24,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	24,000	$644,640	100.0%	Other

DEUTSCHE BANK AG\

$644,612

0.15%

23,999

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	10	$268	0.0%	Defined
DWS Investments UK Ltd	23,989	$644,344	100.0%	Defined

WELLS FARGO & COMPANY/MN

$643,994

0.15%

23,976

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	20,942	$562,502	87.3%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	3,000	$80,580	12.5%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$26	0.0%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	33	$886	0.1%	Defined

MENDON CAPITAL ADVISORS CORP

$639,160

0.15%

23,796

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ELCO Management Co., LLC	8,796	$236,260	37.0%	Sole
Hurricane Capital Partners Ltd	15,000	$402,900	63.0%	Sole

Pinnacle Holdings, LLC

$588,395

0.14%

21,906

Quantbot Technologies LP

$560,541

0.13%

20,869

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	20,869	$560,541	100.0%	Sole

PRICE T ROWE ASSOCIATES INC /MD/

$549,475

0.13%

20,457

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	20,457	$549,475	100.0%	Defined

Private Advisor Group, LLC

$533,681

0.13%

19,869

Engineers Gate Manager LP

$484,903

0.12%

18,053

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$468,653

0.11%

17,448

Russell Investments Group, Ltd.

$448,212

0.11%

16,687

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	13,430	$360,729	80.5%	Defined
Russell Investments Capital, LLC	3,257	$87,483	19.5%	Defined

Rafferty Asset Management, LLC

$440,745

0.10%

16,409

Planning Center, Inc.

$437,361

0.10%

16,283

MetLife Investment Management, LLC

$414,342

0.10%

15,426

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	15,426	$414,342	100.0%	Defined

ROYAL BANK OF CANADA

$403,248

0.10%

15,013

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	776	$20,843	5.2%	Defined
RBC Capital Markets, LLC	14,237	$382,405	94.8%	Defined

Empowered Funds, LLC

$380,015

0.09%

14,148

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	14,148	$380,015	100.0%	Other

Graham Capital Management, L.P.

$330,780

0.08%

12,315

Daytona Street Capital LLC

$318,291

0.08%

11,850

Sequoia Financial Advisors, LLC

$310,582

0.07%

11,563

JPMORGAN CHASE & CO

$308,943

0.07%

11,502

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	10,692	$287,187	93.0%	Defined
J.P. Morgan Investment Management Inc.	34	$913	0.3%	Defined
J.P. Morgan Securities LLC	628	$16,868	5.5%	Defined
J.P. Morgan Securities plc	148	$3,975	1.3%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$304,108

0.07%

11,322

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	11,322	$304,108	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$285,951

0.07%

10,646

Integrated Quantitative Investments LLC

$285,575

0.07%

10,632

Virtu Financial LLC

$283,104

0.07%

10,540

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	10,540	$283,104	100.0%	Defined

Integrated Wealth Concepts LLC

$281,009

0.07%

10,462

Composition Wealth, LLC

$279,236

0.07%

10,396

Sharper & Granite LLC

$278,323

0.07%

10,362

SG Americas Securities, LLC

$265,161

0.06%

9,872

CHANNEL WEALTH LLC

$259,091

0.06%

9,646

R Squared Ltd

$254,337

0.06%

9,469

OCCUDO QUANTITATIVE STRATEGIES LP

$246,440

0.06%

9,175

RS CRUM INC.

$238,328

0.06%

8,873

ELCO Management Co., LLC

$236,260

0.06%

8,796

Vanguard Global Advisers, LLC

$229,867

0.05%

8,558

Key facts CIK 1127371 CUSIP 203937107 13F (30d) 110 filings 109 filers Visit website Investor relations