SEC 13F Intelligence

CWBCCOMMUNITY WEST BANCSHARES NE

CUSIP 203937107 · Yahoo Finance ↗ · Google Finance ↗

Community West Bancshares Ne (CWBC) has 7 institutional holders in Filings Flow’s 13F database, together reporting 11.12M shares worth $256M as of Q1 2026. The largest reported holders are Blackrock, Inc., Fourthstone LLC, and Vanguard Group Inc.

Institutional Holders
7
Q1 2026
Reported Value
$327,937
Ticker
CWBC
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 109Q4 ’25Q1 ’26: 126Q1 ’26Q2 ’26: 7Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $226MQ4 ’25Q1 ’26: $256MQ1 ’26Q2 ’26: $327,937Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Fourthstone LLC$590M AUM5.38%$32M1.36MQ1 2026OLDER
PL Capital Advisors, LLC$332M AUM2.32%$8M329.6KQ1 2026OLDER
Cutler Capital Management, LLC$370M AUM1.02%$4M162.6KQ1 2026OLDER
Siena Capital Partners GP, LLC$385M AUM0.77%$3M127.1KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.70%$2M74.1KQ1 2026OLDER
NWM ADVISORS, LLC$110M AUM0.63%$729,67532.4KQ4 2025OLDER
Arbiter Partners Capital Management LLC$175M AUM0.59%$1M43.9KQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.36%$12M529.6KQ1 2026OLDER
MENDON CAPITAL ADVISORS CORP$258M AUM0.22%$577,74724.8KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.22%$10M410.6KQ1 2026OLDER
Daytona Street Capital LLC$130M AUM0.21%$276,70711.8KQ1 2026OLDER
POTENTIA WEALTH$259M AUM0.18%$469,77520.2KQ1 2026OLDER
Pinnacle Holdings, LLC$309M AUM0.17%$510,41021.9KQ1 2026OLDER
Platform Wealth Management, LLC$376M AUM0.15%$557,79824.8KQ4 2025OLDER
Bridgewealth Advisory Group, LLC$482M AUM0.12%$601,14025.8KQ1 2026OLDER
ELCO Management Co., LLC$208M AUM0.11%$228,2479.8KQ1 2026OLDER
Black Maple Capital Management LP$179M AUM0.11%$225,17610.8KQ3 2025OLDER
Sharper & Granite LLC$293M AUM0.08%$241,43510.4KQ1 2026OLDER
CHANNEL WEALTH LLC$413M AUM0.05%$225,7549.7KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.04%$247,72610.6KQ1 2026OLDER
RS CRUM INC.$517M AUM0.04%$206,7418.9KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$318,28514.1KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.02%$6M276.1KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.02%$468,63320.1KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$976,65241.9KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$758,07033.7KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$976,61641.9KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.01%$87,6553.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$586,64725.2KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.01%$335,92514.9KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$527,83822.7KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$8M338.9KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$605,38129.0KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$3M143.7KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$1M56.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$284,40012.2KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$589,49025.3KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$20M840.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$8M331.1KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M56.4KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.00%$316,23814.1KQ4 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$716,02134.4KQ3 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$229,3899.8KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$248,00410.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M65.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M71.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$285,51812.3KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M80.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$7M302.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$882,69942.4KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$760,53532.6KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$993,89344.2KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$34,3681.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$1M50.3KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$608,82926.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$117,6655.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$203,0168.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$34,3911.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$2M70.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$44M1.89MQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M68.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$76,2843.3KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$169,9747.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M114.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M45.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$527,74522.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$912,28839.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$9M396.5KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$3M143.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$17M744.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$490,59721.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$780,99233.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$7M296.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$21M942.9KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$112,8654.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$8M341.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M61.2KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$2,09790Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$491,83321.1KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$7,650340Q4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$188,1248.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$947,96140.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M83.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$2,36488Q2 2026
North Star Investment Management Corp.$1.7B AUM0.00%$3,495150Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$11,068475Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$6,990300Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$50726Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$140,5696.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$5,077189Q2 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$992,18442.6KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$516,93422.2KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$591,82025.4KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$49021Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$2M96.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$970,23541.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M79.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$251,16811.2KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$660,74228.4KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$3,332143Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$295,56112.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$599,43925.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$584,27125.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$178,7587.7KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$68,0132.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$329,81214.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$521,43723.2KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$142,0376.1KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,44562Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M43.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$2,30699Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$206,5509.2KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$97,5814.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$128,5695.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$271,67511.7KQ2 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$45,8852.0KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$2,353101Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$25,0081.2KQ3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$62,3972.7KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$2,02787Q2 2026
Arax Advisory Partners$3.5B AUM0.00%$1,11848Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$26411.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$62927Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$16,590712Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$21,110906Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$12,559539Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$61823Q2 2026
SJS Investment Consulting Inc.$819M AUM0.00%$1175Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$170,2527.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$2,04891Q4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$34,0881.5KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$1,28255Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$45922Q3 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$703Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2,12091Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$15,000638Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8,831379Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2,987132Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,821164Q2 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$30313Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$683Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$2109Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.