Community West Bancshares CWBC Institutional Ownership

NASDAQ CWBC

$25.72 +0.51 (+2.02%)

At close: Oct 20, 2026 · 4:00 PM EDT

Institutions by Trading Activity

148 Institutions

Increased 109 73.6%

Unchanged 19 12.8%

Reduced 20 13.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

58.49%

▲+17.14 pp QoQ

Shares Held by Institutions

15.87Mn

of 27.13Mn outstanding

▲+41.46% QoQ

Shares Outstanding

27.13Mn

11.26Mn held outside 13F filers

Institutional Investors

148

filed 13F for Jun 2026

▲+21 vs prior quarter

Net Shares Added (QoQ)

+4.65Mn

accumulated since last quarter

Value of Holdings

$408.91Mn

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

Updated Oct 11, 2026

Community West Bancshares (NASDAQ:CWBC) counted 148 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Collectively, these holders controlled 58.49% of Community West Bancshares' outstanding shares in Q2 2026, up from 41.34% in Q1 2026.
Total holdings of CWBC shares rose 41.46% from Q1 2026, and the holder count rose 59.14% from Q2 2025.
Of these 148 holders, 109 added to their positions, 20 reduced their stakes and 19 left their positions unchanged.
In total, institutional investors held 15.87Mn shares of Community West Bancshares at the end of Q2 2026, up 4.65Mn from the prior quarter and up 6.24Mn from a year earlier.
BlackRock, Inc. held the largest position in CWBC at 2.39Mn shares as of June 30, 2026, or 8.80% of shares outstanding.
Among holders that already owned Community West Bancshares, the biggest buyers in Q2 2026 were Wellington Management Group LLP (+833.31K shares), BlackRock, Inc. (+497.74K shares), State Street Corp (+474.47K shares), Bridgewealth Advisory Group, LLC (+468.89K shares) and Dimensional Fund Advisors LP (+424.64K shares).
The biggest cuts to CWBC positions during Q2 2026 came from EverSource Wealth Advisors, LLC (-57.35K shares), Private Management Group Inc (-44.06K shares), Algert Global LLC (-42.11K shares), SEI Investments Co (-33.08K shares) and Bank of America Corp (-15.28K shares).
Business Quant data shows the 10 biggest positions in Community West Bancshares as of Q2 2026 were held by BlackRock, Inc. (2.39Mn shares), Dimensional Fund Advisors LP (1.27Mn shares), Wellington Management Group LLP (1.14Mn shares), Vanguard Capital Management LLC (1.08Mn shares), State Street Corp (815.65K shares), Geode Capital Management, LLC (616.97K shares), Systematic Financial Management LP (500.16K shares), Bridgewealth Advisory Group, LLC (494.69K shares), Private Management Group Inc (485.59K shares) and American Century Companies Inc (385.57K shares).

Form 13F Holdings

148 Institutional Holders

Report period 30 Jun, 2026

Total shares held 15.87Mn

Of outstanding 58.49%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	2,386,807	8.80%	▲497,741	+26.35%	$64.11Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,265,092	4.66%	▲424,638	+50.52%	$33.98Mn
3	WELLINGTON MANAGEMENT GROUP LLP	0000902219	1,136,107	4.19%	▲833,312	+275.21%	$30.52Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,075,657	3.96%	▲330,969	+44.44%	$28.89Mn
5	State Street Corp	0000093751	815,651	3.01%	▲474,469	+139.07%	$21.91Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	616,973	2.27%	▲220,473	+55.60%	$16.58Mn
7	SYSTEMATIC FINANCIAL MANAGEMENT LP	0001085936	500,161	1.84%	▲89,583	+21.82%	$13.43Mn
8	Bridgewealth Advisory Group, LLC	0001801982	494,690	1.82%	▲468,890	+1,817.40%	$13.29Mn
9	PRIVATE MANAGEMENT GROUP INC	0001142031	485,589	1.79%	▼44,056	-8.32%	$13.04Mn
10	AMERICAN CENTURY COMPANIES INC	0000748054	385,572	1.42%	▲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	1.21%	0	0.00%	$8.85Mn
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	326,583	1.20%	▲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	1.02%	▲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 148 holders