COMMUNITY WEST BANCSHARES CWBC
$26.97
-1.8% 52w: $17.78 – $27.46
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data17.7822.6227.46
Jun 20, 2025 Jul 2, 2026
Institutional holders
126
+15 QoQ
13F value
$259.5M
+12.9% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
puts only
— calls / $923K puts
Institutional value by quarter
Number of holders
Who owns CWBC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 1.9M | $44.0M | 0.0% | +14.5% |
| Fourthstone LLC ★2 | Fundamental diversified | 1.4M | $31.7M | 5.4% | +3.9% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 840.5K | $19.6M | 0.0% | +4.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 744.7K | $17.4M | 0.0% | — |
| PRIVATE MANAGEMENT GROUP INC | Other | 529.6K | $12.3M | 0.4% | -1.5% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Other | 410.6K | $9.6M | 0.2% | -0.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 396.5K | $9.2M | 0.0% | +1.5% |
| STATE STREET CORP | Index provider | 341.2K | $7.9M | 0.0% | +2.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 338.9K | $7.9M | 0.0% | -1.4% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 331.1K | $7.7M | 0.0% | +49.6% |
| PL Capital Advisors, LLC ★3 | Fundamental concentrated | 329.6K | $7.7M | 2.3% | Held |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 302.8K | $7.1M | 0.0% | +83.9% |
| FMR LLC | Long only active | 296.9K | $6.9M | 0.0% | -2.6% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 276.1K | $6.4M | 0.0% | New |
| Cutler Capital Management, LLC ★2 | Fundamental diversified | 162.6K | $3.8M | 1.2% | -0.1% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 143.7K | $3.3M | 0.0% | -14.0% |
| NORTHERN TRUST CORP | Index provider | 143.1K | $3.3M | 0.0% | +5.0% |
| Siena Capital Partners GP, LLC | Other | 127.1K | $3.0M | 0.8% | -39.5% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 114.5K | $2.7M | 0.0% | — |
| ALGERT GLOBAL LLC | Diversified mechanical | 97.7K | $2.3M | 0.0% | -4.1% |
| MORGAN STANLEY | Bank broker | 97.0K | $2.3M | 0.0% | +22.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 96.9K | $2.3M | 0.0% | — |
| GOLDMAN SACHS GROUP INC | Bank broker | 83.8K | $2.0M | 0.0% | +18.4% |
| FIRST TRUST ADVISORS LP | Index provider | 80.9K | $1.9M | 0.0% | +31.6% |
| CALDWELL SUTTER CAPITAL, INC. | Other | 74.1K | $1.7M | 0.7% | Held |
| SEI INVESTMENTS CO | Diversified mechanical | 71.0K | $1.7M | 0.0% | +159.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 70.8K | $1.6M | 0.0% | +90.6% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 68.0K | $1.6M | 0.0% | +21.3% |
| Qube Research & Technologies Ltd | Quant stat arb | 65.0K | $1.5M | 0.0% | +210.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 61.2K | $1.4M | 0.0% | -0.5% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 56.4K | $1.3M | 0.0% | +24.3% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Diversified mechanical | 56.1K | $1.3M | 0.0% | New |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 45.0K | $1.0M | 0.0% | Held |
| Arbiter Partners Capital Management LLC ★3 | Fundamental concentrated | 43.9K | $1.0M | 0.7% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 43.1K | $1.0M | 0.0% | +14.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 42.6K | $992K | 0.0% | -11.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 41.9K | $977K | 0.0% | +72.2% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 41.9K | $977K | 0.0% | -3.0% |
| BARCLAYS PLC | Bank broker | 40.7K | $948K | 0.0% | -39.0% |
| Creative Planning | Wealth advisor | 39.2K | $912K | 0.0% | New |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 33.5K | $781K | 0.0% | New |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 32.6K | $761K | 0.0% | +10.1% |
| Invesco Ltd. | Index provider | 28.4K | $661K | 0.0% | +8.6% |
| Quantinno Capital Management LP | Diversified mechanical | 26.1K | $609K | 0.0% | +33.2% |
| Bridgewealth Advisory Group, LLC | Wealth advisor | 25.8K | $601K | 0.1% | Held |
| AMERIPRISE FINANCIAL INC | Bank broker | 25.4K | $592K | 0.0% | New |
| ZACKS INVESTMENT MANAGEMENT | Other | 25.3K | $589K | 0.0% | +22.2% |
| DRW Securities, LLC | Market maker | 25.2K | $587K | 0.0% | New |
| UBS Group AG | Bank broker | 25.1K | $584K | 0.0% | +184.7% |
| MENDON CAPITAL ADVISORS CORP ★3 | Fundamental concentrated | 24.8K | $578K | 0.2% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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