Community West Bancshares CWBC Institutional Ownership

NASDAQ CWBC

$25.74 -0.20 (-0.77%)

At close: Sep 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

149 Institutions

Increased 110 73.8%

Unchanged 19 12.8%

Reduced 20 13.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

58.92%

▲+0.06 pp QoQ

Shares Held by Institutions

15.94Mn

of 27.05Mn outstanding

▲+64.53% QoQ

Shares Outstanding

27.05Mn

11.11Mn held outside 13F filers

Institutional Investors

149

filed 13F for Jun 2026

▲+22 vs prior quarter

Net Shares Added (QoQ)

+6.25Mn

accumulated since last quarter

Value of Holdings

$410.23Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Community West Bancshares (NASDAQ:CWBC) showed up in the 13F filings of 149 institutional investors as of June 2026.

Collectively, these holders controlled 58.9% of Community West Bancshares's outstanding shares in June 2026, up from 58.9% in March 2026.
They increased total shares held in CWBC by 64.53% quarter over quarter, and investors in Community West Bancshares increased 58.51% from a year ago.
Of these 149 holders, 110 added to their stakes in Community West Bancshares, 20 trimmed positions, and 19 made no changes.
Altogether, these fund groups held 15.94Mn shares in CWBC by June 2026, up by 6.25Mn shares quarter on quarter, and up 6.11Mn shares year over year.
BlackRock, Inc. leads ownership in CWBC with 2.39Mn shares as of June 30, 2026, equal to 8.82% of outstanding shares.
The largest buyers of Community West Bancshares for the quarter ending June 2026 were WELLINGTON MANAGEMENT GROUP LLP (833.31K), BlackRock, Inc. (497.74K), State Street Corp (474.47K), Bridgewealth Advisory Group, LLC (468.89K), DIMENSIONAL FUND ADVISORS LP (424.64K).
The largest sellers of Community West Bancshares for the quarter ending June 2026 were EverSource Wealth Advisors, LLC (57.36K), PRIVATE MANAGEMENT GROUP INC (44.06K), ALGERT GLOBAL LLC (42.11K), Sei Investments Co (33.08K), Bank Of America Corp /De/ (15.28K).
Community West Bancshares's 10 largest shareholders as of June 2026 include BlackRock, Inc. (2.39Mn), DIMENSIONAL FUND ADVISORS LP (1.27Mn), WELLINGTON MANAGEMENT GROUP LLP (1.14Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.08Mn), State Street Corp (815.65K), GEODE CAPITAL MANAGEMENT, LLC (616.97K), SYSTEMATIC FINANCIAL MANAGEMENT LP (500.16K), Bridgewealth Advisory Group, LLC (494.69K), PRIVATE MANAGEMENT GROUP INC (485.59K), AMERICAN CENTURY COMPANIES INC (385.57K) per Business Quant data.

Form 13F Holdings

149 Institutional Holders

Report period 30 Jun, 2026

Total shares held 15.94Mn

Of outstanding 58.92%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	2,386,807	8.82%	▲497,741	+26.35%	$64.11Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,265,092	4.68%	▲424,638	+50.52%	$33.98Mn
3	WELLINGTON MANAGEMENT GROUP LLP	0000902219	1,136,107	4.20%	▲833,312	+275.21%	$30.52Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,075,657	3.98%	▲330,969	+44.44%	$28.89Mn
5	State Street Corp	0000093751	815,651	3.02%	▲474,469	+139.07%	$21.91Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	616,973	2.28%	▲220,473	+55.60%	$16.58Mn
7	SYSTEMATIC FINANCIAL MANAGEMENT LP	0001085936	500,161	1.85%	▲89,583	+21.82%	$13.43Mn
8	Bridgewealth Advisory Group, LLC	0001801982	494,690	1.83%	▲468,890	+1,817.40%	$13.29Mn
9	PRIVATE MANAGEMENT GROUP INC	0001142031	485,589	1.80%	▼44,056	-8.32%	$13.04Mn
10	AMERICAN CENTURY COMPANIES INC	0000748054	385,572	1.43%	▲54,519	+16.47%	$10.36Mn
11	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	338,451	1.25%	▼469	-0.14%	$9.09Mn
12	PL Capital Advisors, LLC	0001569147	329,551	1.22%	0	0.00%	$8.85Mn
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	326,583	1.21%	▲255,769	+361.18%	$8.77Mn
14	FMR LLC	0000315066	296,127	1.09%	▼818	-0.28%	$7.95Mn
15	TWO SIGMA INVESTMENTS, LP	0001179392	286,953	1.06%	▲286,953	0.00%	$7.71Mn
16	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	277,860	1.03%	▲1,800	+0.65%	$7.46Mn
17	RENAISSANCE TECHNOLOGIES LLC	0001037389	259,325	0.96%	▲115,617	+80.45%	$6.97Mn
18	BANC FUNDS CO LLC	0001029311	240,606	0.89%	▲240,606	0.00%	$6.46Mn
19	CITADEL ADVISORS LLC	0001423053	221,531	0.82%	▲211,504	+2,109.34%	$5.95Mn
20	Northern Trust Corp	0000073124	209,607	0.77%	▲66,551	+46.52%	$5.63Mn

Showing 1 to 20 of 149 holders