Community West Bancshares 13F holders
148 funds reported a position in Community West Bancshares in their 13F for the quarter ended 30 June 2026, together 15.7 million shares worth $422.4 million. Against the quarter before, 33 opened a position, 74 added, 19 trimmed and 12 sold out; together they bought a net 4.4 million shares. The largest holders: BlackRock, Inc., Dimensional Fund Advisors LP and Wellington Management Group LLP.
Funds holding148+21 on Q1 2026
Shares they held15.7Mworth $422.4 million
Net bought on the quarter4.4M sharesabout $119.2 million at the funds' values
Funds buying to selling107 to 31opened or added, to cut or sold
Opened 33Added 74Held 21Trimmed 19Sold out 12
What each fund did in CWBC against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in CWBC in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 20 reported a position in Community West Bancshares: 0 opened one, 5 added, 1 trimmed and 2 sold out, a net 1,707 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Farther Finance Advisors, LLC | -2,248 | 1,020 | trimmed | 13F |
| State of Alaska, Department of Revenue | +399 | 1,147 | added | 13F |
| SJS Investment Consulting Inc. | +299 | 307 | added | 13F |
| Sterling Capital Management LLC | +125 | 544 | added | 13F |
| Harbor Capital Advisors, Inc. | +18 | 343 | added | 13F |
| Assetmark, Inc. | +9 | 391 | added | 13F |
| Caitong International Asset Management Co., Ltd | -9 | 0 | sold out | 13F |
| Salem Investment Counselors Inc. | -300 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in Community West Bancshares in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 616,973 shares worth $16.6 million, 0.0% of its reported book. New this quarter: Two Sigma Investments. In the quarter, 4 funds added or opened a position and 1 trimmed or sold out; together they bought a net 833,729 shares, about $22.4 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 616,973 | $16.6 million | 0.0% | +220,473 | added | 30 June 2026 | 13F |
| FMR LLC | 296,127 | $8.0 million | 0.0% | -818 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 286,953 | $7.7 million | 0.0% | +286,953 | new | 30 June 2026 | 13F |
| Renaissance Technologies | 259,325 | $7.0 million | 0.0% | +115,617 | added | 30 June 2026 | 13F |
| Citadel Advisors | 221,531 | $6.0 million | 0.0% | +211,504 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 2,386,807 | 15.17% | $64.1 million | 0.00% | +497,741 | 13F |
| Dimensional Fund Advisors LP | 1,265,092 | 8.04% | $34.0 million | 0.01% | +424,638 | 13F |
| Wellington Management Group LLP | 1,136,107 | 7.22% | $30.5 million | 0.01% | +833,312 | 13F |
| Vanguard Capital Management LLC | 1,075,657 | 6.84% | $28.9 million | 0.00% | +330,969 | 13F |
| State Street Corp. | 815,651 | 5.18% | $21.9 million | 0.00% | +474,469 | 13F |
| Geode Capital Management, LLC | 616,973 | 3.92% | $16.6 million | 0.00% | +220,473 | 13F |
| Systematic Financial Management LP | 500,161 | 3.18% | $13.4 million | 0.27% | +89,583 | 13F |
| Bridgewealth Advisory Group, LLC | 494,690 | 3.14% | $13.3 million | 2.51% | +468,890 | 13F |
| Private Management Group Inc. | 485,589 | 3.09% | $13.0 million | 0.34% | -44,056 | 13F |
| American Century Companies Inc. | 385,572 | 2.45% | $10.4 million | 0.01% | +54,519 | 13F |
| Manufacturers Life Insurance Company, the | 338,451 | 2.15% | $9.1 million | 0.01% | -469 | 13F |
| PL Capital Advisors, LLC | 329,551 | 2.09% | $8.9 million | 2.46% | no change | 13F |
| Arrowstreet Capital, Limited Partnership | 326,583 | 2.08% | $8.8 million | 0.00% | +255,769 | 13F |
| FMR LLC | 296,127 | 1.88% | $8.0 million | 0.00% | -818 | 13F |
| Two Sigma Investments, LP | 286,953 | 1.82% | $7.7 million | 0.01% | new | 13F |
| Hotchkis & Wiley Capital Management LLC | 277,860 | 1.77% | $7.5 million | 0.02% | +1,800 | 13F |
| Renaissance Technologies LLC | 259,325 | 1.65% | $7.0 million | 0.01% | +115,617 | 13F |
| Citadel Advisors LLC | 221,531 | 1.41% | $6.0 million | 0.00% | +211,504 | 13F |
| Northern Trust Corp. | 209,607 | 1.33% | $5.6 million | 0.00% | +66,551 | 13F |
| Vanguard Portfolio Management LLC | 205,949 | 1.31% | $5.5 million | 0.00% | +109,031 | 13F |
| Franklin Resources Inc. | 169,407 | 1.08% | $4.6 million | 0.00% | +155,252 | 13F |
| Cutler Capital Management, LLC | 162,139 | 1.03% | $4.4 million | 1.31% | -451 | 13F |
| Vanguard Fiduciary Trust Co. | 157,284 | 1.00% | $4.2 million | 0.00% | +42,798 | 13F |
| Arbiter Partners Capital Management LLC | 156,192 | 0.99% | $4.2 million | 0.77% | 13F | |
| Goldman Sachs Group Inc. | 155,829 | 0.99% | $4.2 million | 0.00% | +72,063 | 13F |
| Squarepoint Ops LLC | 150,357 | 0.96% | $4.0 million | 0.01% | new | 13F |
| UBS Group AG | 130,451 | 0.83% | $3.5 million | 0.00% | +105,375 | 13F |
| Siena Capital Partners GP, LLC | 127,116 | 0.81% | $3.4 million | 0.83% | no change | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 107,832 | 0.69% | $2.9 million | 0.01% | +51,418 | 13F |
| Marshall Wace, LLP | 101,851 | 0.65% | $2.7 million | 0.00% | new | 13F |
| Morgan Stanley | 98,680 | 0.63% | $2.7 million | 0.00% | +1,722 | 13F |
| Bank of New York Mellon Corp | 96,820 | 0.62% | $2.6 million | 0.00% | +35,662 | 13F |
| Prudential Financial Inc. | 95,615 | 0.61% | $2.6 million | 0.00% | +72,965 | 13F |
| First Trust Advisors LP | 87,057 | 0.55% | $2.3 million | 0.00% | +6,171 | 13F |
| Caldwell Sutter Capital, Inc. | 78,625 | 0.50% | $2.1 million | 0.80% | +4,548 | 13F |
| AQR Capital Management LLC | 77,984 | 0.50% | $2.1 million | 0.00% | +9,976 | 13F |
| Creative Planning | 71,675 | 0.46% | $1.9 million | 0.00% | +32,521 | 13F |
| Charles Schwab Investment Management Inc. | 69,767 | 0.44% | $1.9 million | 0.00% | +27,184 | 13F |
| Los Angeles Capital Management LLC | 68,003 | 0.43% | $1.8 million | 0.01% | +11,941 | 13F |
| Barclays PLC | 67,076 | 0.43% | $1.8 million | 0.00% | +26,391 | 13F |
| XTX Topco Ltd | 65,966 | 0.42% | $1.8 million | 0.02% | +53,760 | 13F |
| AllianceBernstein L.P. | 67,460 | 0.43% | $1.6 million | 0.00% | new | 13F |
| Algert Global LLC | 55,552 | 0.35% | $1.5 million | 0.02% | -42,114 | 13F |
| Susquehanna Fundamental Investments, LLC | 52,414 | 0.33% | $1.4 million | 0.03% | +32,301 | 13F |
| D. E. Shaw & Co., Inc. | 51,345 | 0.33% | $1.4 million | 0.00% | new | 13F |
| SageView Advisory Group, LLC | 50,881 | 0.32% | $1.4 million | 0.04% | +24,636 | 13F |
| Victory Capital Management Inc. | 47,000 | 0.30% | $1.3 million | 0.00% | +2,000 | 13F |
| HRT Financial LP | 46,289 | 0.29% | $1.2 million | 0.00% | new | 13F |
| Orion Porfolio Solutions, LLC | 43,256 | 0.27% | $1.2 million | 0.01% | +1,341 | 13F |
| Destination Wealth Management | 42,723 | 0.27% | $1.1 million | 0.03% | new | 13F |
The 50 largest of the 148 funds that reported a position in CWBC in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 8 October 2026 | 13G | Dimensional Fund Advisors LP and 1 other | 1.4 million | 5.1% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 August 2026 | 13G/A | Fourthstone LLC and 11 others | 100 | 0.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Fourthstone LLC and 11 others | 1.3 million | 6.8% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.