Go Pro
→ Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (From Paradigm Press) (Ad)tc pixel Free CWBC Stock Alerts

Community West Bancshares (CWBC) Institutional Ownership

Community West Bancshares logo
$27.08 +0.08 (+0.30%)
As of 07/13/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Community West Bancshares (NASDAQ:CWBC)

Current
Institutional Ownership
Percentage
33.80%
Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$22.07M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$14.27M
Get CWBC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Community West Bancshares stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CWBC Institutional Buying and Selling by Quarter

Community West Bancshares Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE43,131$1.01M0.0%+14.2%0.159%
5/16/2026The Manufacturers Life Insurance Company 338,920$7.90M0.0%-1.4%1.249%
5/16/2026Quantinno Capital Management LP26,130$609K0.0%+33.2%0.096%
5/15/2026Mendon Capital Advisors Corp24,796$578K0.2%N/A0.091%
5/14/2026Renaissance Technologies LLC143,708$3.35M0.0%-14.0%0.750%
5/14/2026Arrowstreet Capital Limited Partnership70,814$1.65M0.0%+90.6%0.369%
5/14/2026Systematic Financial Management LP410,578$9.57M0.2%-0.3%2.142%
5/14/2026Sei Investments Co.70,984$1.65M0.0%+159.1%0.370%
5/13/2026First Trust Advisors LP80,886$1.89M0.0%+31.6%0.422%
5/8/2026PNC Financial Services Group Inc.4,188$98K0.0%+56.3%0.022%
5/7/2026Dimensional Fund Advisors LP840,454$19.58M0.0%+4.7%4.384%
5/4/2026Principal Financial Group Inc.33,519$781K0.0%N/A0.175%
4/30/2026Hsbc Holdings PLC21,145$492K0.0%-7.7%0.110%
4/29/2026 KERR FINANCIAL PLANNING Corp1,569$38K0.0%N/A0.008%
4/20/2026Kestra Private Wealth Services LLC41,916$977K0.0%+72.2%0.219%
3/20/2026Hsbc Holdings PLC22,919$517K0.0%+3.3%0.120%
2/19/2026Invesco Ltd.26,120$588K0.0%-3.0%0.136%
2/18/2026Mercer Global Advisors Inc. ADV29,657$667K0.0%+11.9%0.155%
2/18/2026XTX Topco Ltd15,807$356K0.0%N/A0.083%
2/18/2026Zacks Investment Management20,696$466K0.0%N/A0.108%
2/18/2026Wellington Management Group LLP164,621$3.70M0.0%+3.8%0.859%
2/18/2026Occudo Quantitative Strategies LP14,146$318K0.0%N/A0.074%
2/18/2026Millennium Management LLC11,163$251K0.0%N/A0.058%
2/18/2026Bridgeway Capital Management LLC14,930$336K0.0%-63.3%0.078%
2/17/2026AQR Capital Management LLC56,073$1.26M0.0%+31.1%0.293%
2/17/2026Jump Financial LLC33,692$758K0.0%N/A0.176%
2/17/2026Price T Rowe Associates Inc. MD9,957$225K0.0%N/A0.052%
2/16/2026Barclays PLC66,643$1.50M0.0%+15.0%0.348%
2/13/2026Marshall Wace LLP50,273$1.13M0.0%-34.0%0.262%
2/13/2026The Manufacturers Life Insurance Company 343,891$7.74M0.0%-0.9%1.795%
2/13/2026Fourthstone LLC1,310,897$29.50M5.5%-10.4%6.842%
2/13/2026First Trust Advisors LP61,444$1.38M0.0%-2.6%0.321%
2/13/2026Charles Schwab Investment Management Inc.48,169$1.08M0.0%-1.1%0.251%
2/13/2026State Street Corp334,322$7.52M0.0%+5.1%1.745%
2/13/2026Wells Fargo & Company MN25,799$580K0.0%+8.5%0.135%
2/12/2026Jane Street Group LLC23,175$521K0.0%-1.8%0.121%
2/12/2026Orion Porfolio Solutions LLC43,202$972K0.0%+54.2%0.225%
2/12/2026Renaissance Technologies LLC167,008$3.76M0.0%+85.5%0.872%
2/12/2026Dimensional Fund Advisors LP802,410$18.05M0.0%+2.1%4.188%
2/12/2026Nuveen LLC22,186$499K0.0%-4.8%0.116%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
2/12/2026Private Management Group Inc.537,638$12.10M0.4%-1.5%2.806%
2/11/2026Franklin Resources Inc.11,224$253K0.0%N/A0.059%
2/11/2026Brandywine Global Investment Management LLC14,055$316K0.0%N/A0.073%
2/11/2026Platform Wealth Management LLC24,791$558K0.1%N/A0.129%
2/10/2026Goldman Sachs Group Inc.70,771$1.59M0.0%+70.6%0.369%
2/10/2026PL Capital Advisors LLC329,551$7.42M2.3%-22.6%1.720%
2/9/2026Geode Capital Management LLC390,477$8.79M0.0%-1.0%2.038%
2/9/2026Systematic Financial Management LP411,859$9.27M0.2%+34.1%2.150%
2/4/2026NWM Advisors LLC32,430$730K0.6%N/A0.169%
2/3/2026Channel Wealth LLC10,056$226K0.1%-6.6%0.052%
1/26/2026CWM LLC3,744$84K0.0%+17.6%0.020%
1/23/2026Farther Finance Advisors LLC3,381$76K0.0%+2,945.9%0.018%
1/21/2026Daytona Street Capital LLC11,850$267K0.2%N/A0.062%
1/1/2026JPMorgan Chase & Co.29,358$612K0.0%+37.5%0.153%
11/17/2025Mercer Global Advisors Inc. ADV26,497$552K0.0%+21.9%0.138%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,840$163K0.0%-14.6%0.041%
11/17/2025Bank of America Corp DE31,825$663K0.0%-2.5%0.166%
11/17/2025Alliancebernstein L.P.19,612$409K0.0%-37.1%0.102%
11/17/2025Ameriprise Financial Inc.299,656$6.25M0.0%-0.5%1.564%
11/14/2025Two Sigma Investments LP42,356$883K0.0%+75.0%0.221%
11/14/2025Bridgeway Capital Management LLC40,701$848K0.0%-12.8%0.212%
11/14/2025Private Management Group Inc.545,631$11.37M0.3%-0.5%2.852%
11/13/2025Arrowstreet Capital Limited Partnership14,574$304K0.0%N/A0.076%
11/13/2025BNP Paribas Financial Markets7,795$162K0.0%+65.7%0.041%
11/13/2025Russell Investments Group Ltd.1,983$41K0.0%+623.7%0.010%
11/13/2025First Trust Advisors LP63,054$1.31M0.0%+418.3%0.330%
11/12/2025Barclays PLC57,945$1.21M0.0%-3.4%0.303%
11/12/2025Dimensional Fund Advisors LP786,040$16.38M0.0%+2.2%4.109%
11/12/2025Victory Capital Management Inc.52,000$1.08M0.0%-4.2%0.272%
11/7/2025Vanguard Group Inc.945,253$19.70M0.0%-0.6%4.941%
11/7/2025JPMorgan Chase & Co.29,358$612K0.0%+37.5%0.153%
11/6/2025Rhumbline Advisers23,497$490K0.0%-9.1%0.123%
10/15/2025CWM LLC3,184$66K0.0%+255.4%0.017%
8/27/2025Orion Porfolio Solutions LLC28,321$553K0.0%+4.1%0.148%
8/15/2025Tower Research Capital LLC TRC 3,237$63K0.0%+75.5%0.017%
8/15/2025Orion Porfolio Solutions LLC28,321$553K0.0%+4.1%0.148%
8/15/2025BNP Paribas Financial Markets4,705$92K0.0%-74.7%0.025%
8/15/2025Bridgeway Capital Management LLC46,701$911K0.0%-40.3%0.244%
8/15/2025Black Maple Capital Management LP13,415$262K0.1%N/A0.070%
8/15/2025Bank of America Corp DE32,651$637K0.0%+195.4%0.171%
8/14/2025Jane Street Group LLC23,843$465K0.0%-25.4%0.125%
8/14/2025Raymond James Financial Inc.2,366$46K0.0%N/A0.012%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,175$179K0.0%-9.9%0.048%
8/14/2025The Manufacturers Life Insurance Company 352,351$6.87M0.0%-0.7%1.842%
8/14/2025Fourthstone LLC1,573,924$30.71M6.0%-12.3%8.228%
8/13/2025Marshall Wace LLP55,451$1.08M0.0%+192.6%0.290%
8/13/2025First Trust Advisors LP12,165$237K0.0%+7.0%0.064%
8/13/2025Invesco Ltd.19,471$380K0.0%-3.8%0.102%
8/13/2025Systematic Financial Management LP308,375$6.02M0.2%+2.0%1.612%
8/13/2025Hsbc Holdings PLC24,884$485K0.0%N/A0.130%
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad)

In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night. Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets.tc pixel

See Jim Rickards' full market warning and what it means for your portfolio
8/13/2025Elevation Point Wealth Partners LLC25,458$497K0.0%+75.6%0.133%
8/12/2025American Century Companies Inc.90,053$1.76M0.0%-4.6%0.472%
8/12/2025Private Management Group Inc.548,634$10.70M0.4%-0.3%2.878%
8/12/2025Rhumbline Advisers25,850$504K0.0%+46.2%0.136%
8/12/2025JPMorgan Chase & Co.21,357$417K0.0%+42.5%0.112%
8/8/2025Geode Capital Management LLC396,070$7.73M0.0%-0.2%2.078%
8/7/2025Connor Clark & Lunn Investment Management Ltd.49,747$971K0.0%+7.9%0.261%
8/4/2025Bridgewealth Advisory Group LLC25,800$503K0.1%+110.8%0.135%
6/27/2025Goldman Sachs Group Inc.47,590$879K0.0%-5.4%0.250%
5/29/2025Rhumbline Advisers17,677$327K0.0%-17.3%0.093%


CWBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 90 institutional investors and hedge funds held shares of Community West Bancshares. The most heavily invested institutionals were Fourthstone LLC ($29.50M), Vanguard Group Inc. ($19.70M), Dimensional Fund Advisors LP ($19.58M), Private Management Group Inc. ($12.10M), Systematic Financial Management LP ($9.57M), Geode Capital Management LLC ($8.79M), and The Manufacturers Life Insurance Company ($7.90M).Learn more on Community West Bancshares' institutional investors.

33.80% of Community West Bancshares' stock is owned by institutional investors. Learn more on CWBC's institutional investor holdings.

Of the 78 institutional investors that purchased Community West Bancshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PL Capital Advisors LLC ($7.82M), Dimensional Fund Advisors LP ($581.84K), Systematic Financial Management LP ($413.15K), The Manufacturers Life Insurance Company ($243.17K), Cutler Capital Management LLC ($162.06K), Fourthstone LLC ($149.51K), and Renaissance Technologies LLC ($139.35K).

Institutional investors have bought a total of 1,002,614 shares in the last 24 months. This purchase volume represents approximately $22.07M in transactions.

Of the 26 institutional investors that sold Community West Bancshares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fourthstone LLC ($373.53K), PL Capital Advisors LLC ($96K), Bridgeway Capital Management LLC ($63.35K), Marshall Wace LLP ($25.88K), Renaissance Technologies LLC ($23.30K), BNP Paribas Financial Markets ($13.93K), and Private Management Group Inc. ($12.44K).

Institutional investors have sold a total of 673,846 shares in the last 24 months. This volume of shares sold represents approximately $14.27M in transactions.


Related Companies

This page (NASDAQ:CWBC) was last updated on 7/14/2026 by MarketBeat.com Staff.
From Our Partners
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump’s $250 Bill – See Immediately
Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in mod...
Stansberry Research | Sponsoredtc pixel
When I found Rolls-Royce under $2, most people thought I was crazy
In 2022, Karim Rahemtulla recommended Rolls-Royce when it traded under $2. The stock climbed more than 1,100% ...
Monument Traders Alliance | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Your money is changing
Porter Stansberry - who warned readers about Fannie Mae in 2006, called gold in 2008, and predicted COVID-era ...
Porter & Company | Sponsoredtc pixel
The $5 company SpaceX can’t survive without
The investors who got rich on AI didn't all buy Nvidia. Some bought ASML, the company that makes the machines ...
Traders Agency | Sponsoredtc pixel
Trump Set to Unleash 219-Year-Old “Super Weapon” on U.S. Soil
Four-time U.S. Presidential advisor Jim Rickards is warning of a political move he calls 'The Trump Supremacy'...
Paradigm Press | Sponsoredtc pixel
60 years. Zero competitors.
One company has spent 60 years developing an energy source the International Energy Agency estimates at 140 ti...
Behind the Markets | Sponsoredtc pixel