CWBC Community West Bancshares
Community West Bancshares (CWBC) Institutional Ownership
What the institutions did with CWBC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 2.4M | 15.0% |
| DIMENSIONAL FUND ADVISORS LP | 1.3M | 7.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 1.1M | 7.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | 6.8% |
| STATE STREET CORP | 815.7K | 5.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 617.0K | 3.9% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 500.2K | 3.1% |
| Bridgewealth Advisory Group, LLC | 494.7K | 3.1% |
| PRIVATE MANAGEMENT GROUP INC | 485.6K | 3.0% |
| AMERICAN CENTURY COMPANIES INC | 385.6K | 2.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 338.5K | 2.1% |
| PL Capital Advisors, LLC | 329.6K | 2.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 326.6K | 2.1% |
| FMR LLC | 296.1K | 1.9% |
| TWO SIGMA INVESTMENTS, LP | 287.0K | 1.8% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 277.9K | 1.7% |
| RENAISSANCE TECHNOLOGIES LLC | 259.3K | 1.6% |
| BANC FUNDS CO LLC | 240.6K | 1.5% |
| CITADEL ADVISORS LLC | 221.5K | 1.4% |
| NORTHERN TRUST CORP | 209.6K | 1.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 205.9K | 1.3% |
| FRANKLIN RESOURCES INC | 169.4K | 1.1% |
| Cutler Capital Management, LLC | 162.1K | 1.0% |
| VANGUARD FIDUCIARY TRUST CO | 157.3K | 1.0% |
| GOLDMAN SACHS GROUP INC | 155.8K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Fourthstone LLC | Sold Out | 1.4M | 0 | -1.4M |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 302.8K | 1.1M | +833.3K |
| BlackRock, Inc. | Increased | 1.9M | 2.4M | +497.7K |
| STATE STREET CORP | Increased | 341.2K | 815.7K | +474.5K |
| Bridgewealth Advisory Group, LLC | Increased | 25.8K | 494.7K | +468.9K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 840.5K | 1.3M | +424.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 744.7K | 1.1M | +331.0K |
| TWO SIGMA INVESTMENTS, LP | New | 0 | 287.0K | +287.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 70.8K | 326.6K | +255.8K |
| BANC FUNDS CO LLC | New | 0 | 240.6K | +240.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 396.5K | 617.0K | +220.5K |
| CITADEL ADVISORS LLC | Increased | 10.0K | 221.5K | +211.5K |
| FRANKLIN RESOURCES INC | Increased | 14.2K | 169.4K | +155.3K |
| Squarepoint Ops LLC | New | 0 | 150.4K | +150.4K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 143.7K | 259.3K | +115.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 96.9K | 205.9K | +109.0K |
| UBS Group AG | Increased | 25.1K | 130.5K | +105.4K |
| MARSHALL WACE, LLP | New | 0 | 101.9K | +101.9K |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Increased | 410.6K | 500.2K | +89.6K |
| PRUDENTIAL FINANCIAL INC | Increased | 22.7K | 95.6K | +73.0K |
| GOLDMAN SACHS GROUP INC | Increased | 83.8K | 155.8K | +72.1K |
| ALLIANCEBERNSTEIN L.P. | New | 0 | 67.5K | +67.5K |
| NORTHERN TRUST CORP | Increased | 143.1K | 209.6K | +66.6K |
| Qube Research & Technologies Ltd | Sold Out | 65.0K | 0 | -65.0K |
| Arbiter Partners Capital Management LLC | Increased | 43.9K | 104.1K | +60.3K |
| AMERICAN CENTURY COMPANIES INC | Increased | 331.1K | 385.6K | +54.5K |
| XTX Topco Ltd | Increased | 12.2K | 66.0K | +53.8K |
| Connor, Clark & Lunn Investment Management Ltd. | Increased | 56.4K | 107.8K | +51.4K |
| D. E. Shaw & Co., Inc. | New | 0 | 51.3K | +51.3K |
| HRT FINANCIAL LP | New | 0 | 46.3K | +46.3K |
| PRIVATE MANAGEMENT GROUP INC | Reduced | 529.6K | 485.6K | -44.1K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 114.5K | 157.3K | +42.8K |
| Destination Wealth Management | New | 0 | 42.7K | +42.7K |
| ALGERT GLOBAL LLC | Reduced | 97.7K | 55.6K | -42.1K |
| Bank of New York Mellon Corp | Increased | 61.2K | 96.8K | +35.7K |
| SEI INVESTMENTS CO | Reduced | 71.0K | 37.9K | -33.1K |
| Creative Planning | Increased | 39.2K | 71.7K | +32.5K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | Increased | 20.1K | 52.4K | +32.3K |
| Cerity Partners LLC | New | 0 | 32.1K | +32.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 42.6K | 69.8K | +27.2K |
| CITIGROUP INC | Increased | 5.5K | 32.1K | +26.6K |
| BARCLAYS PLC | Increased | 40.7K | 67.1K | +26.4K |
| DRW Securities, LLC | Sold Out | 25.2K | 0 | -25.2K |
| SageView Advisory Group, LLC | Increased | 26.2K | 50.9K | +24.6K |
| Schonfeld Strategic Advisors LLC | Increased | 10.6K | 33.9K | +23.2K |
| HSBC HOLDINGS PLC | Sold Out | 21.1K | 0 | -21.1K |
| Quantbot Technologies LP | New | 0 | 20.9K | +20.9K |
| POTENTIA WEALTH | Sold Out | 20.2K | 0 | -20.2K |
| Private Advisor Group, LLC | New | 0 | 19.9K | +19.9K |
| Engineers Gate Manager LP | New | 0 | 18.1K | +18.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 17.7K | 0 | -17.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | New | 0 | 17.4K | +17.4K |
| Rafferty Asset Management, LLC | New | 0 | 16.4K | +16.4K |
| Planning Center, Inc. | New | 0 | 16.3K | +16.3K |
| Nuveen, LLC | Increased | 22.2K | 38.2K | +16.0K |
| BANK OF AMERICA CORP /DE/ | Reduced | 43.1K | 27.9K | -15.3K |
| Russell Investments Group, Ltd. | Increased | 2.0K | 16.7K | +14.7K |
| ROYAL BANK OF CANADA | Increased | 638 | 15.0K | +14.4K |
| Empowered Funds, LLC | New | 0 | 14.1K | +14.1K |
| WELLS FARGO & COMPANY/MN | Increased | 11.7K | 24.0K | +12.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.