CWBC · Company research
Community West Bancshares Common Stock (CWBC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129483 | 3477913 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69767 | 1873942 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55552 | 1492127 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8676 | 323 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 0 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Daytona Street Capital LLC | 2101936 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11850 | 319709 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290510 | 7803099 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71529 | 1921269 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30721 | 825166 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2103 | 56487 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Amova Asset Management Americas, Inc. | 1480751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 995 | 26726 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2906 | 78055 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 2686 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8558 | 229868 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 286953 | 7707558 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66210 | 1778401 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30272 | 813106 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1201177 | 32263614 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87057 | 2338351 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MENDON CAPITAL ADVISORS CORP | 1177043 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 402900 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4484 | 120440 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150357 | 4038589 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Platform Wealth Management, LLC | 2110622 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24791 | 665886 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1085936 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 485740 | 13046976 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10192 | 272840 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Planning Center, Inc. | 1910966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16283 | 437361 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14237 | 382000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94151 | 2528896 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31467 | 845195 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 349 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20942 | 562502 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arbiter Partners Capital Management LLC | 1513193 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52064 | 1398439 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 166 | 4465 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 325 | 9 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 723 | 19420 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 269 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33034 | 887293 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91 | 2444 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33874 | 909854 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Siena Capital Partners GP, LLC | 1694886 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127116 | 3414336 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2370 | 63658 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 215 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Composition Wealth, LLC | 1585859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10396 | 279237 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Physician Wealth Advisors, Inc. | 1795173 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57 | 1532 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 338451 | 9090794 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25445 | 683453 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43256 | 1161868 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Destination Wealth Management | 1278573 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42723 | 1147540 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69767 | 1873942 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PICTON MAHONEY ASSET MANAGEMENT | 1539041 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73 | 1961 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48106 | 1292127 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67460 | 1571818 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47000 | 1262420 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CHANNEL WEALTH LLC | 1975550 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9646 | 259092 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 998097 | 26808885 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Connor, Clark & Lunn Investment Management Ltd. | 1596800 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107832 | 2896368 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12416 | 333493 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 259325 | 6965469 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bridgewealth Advisory Group, LLC | 1801982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 494690 | 13287373 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34896 | 937317 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CALDWELL SUTTER CAPITAL, INC. | 702007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78625 | 2111868 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76567 | 2056596 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157284 | 4224648 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pinnacle Holdings, LLC | 1411784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21906 | 588395 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32388 | 869942 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sharper & Granite LLC | 1959415 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10362 | 278323 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| R Squared Ltd | 1896148 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9469 | 254337 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 46 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 385572 | 10356464 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35273 | 947433 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ZACKS INVESTMENT MANAGEMENT | 1086483 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25300 | 679558 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3882 | 104271 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10646 | 285952 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 529510 | 14225930 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23989 | 644345 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| KERR FINANCIAL PLANNING Corp | 2095947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1577 | 42355 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154752 | 4156639 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 539 | 14478 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136060 | 3654572 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7375 | 198093 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.