Community West Bancshares - Common Stock, no par value per share (CWBC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / Common Stock, no par value per share
Symbol
CWBC on Nasdaq
Shares outstanding
19,165,161
Price per share
$22.84
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
10,165,731
Total reported value
$228,730,719
% of total 13F portfolios
0%
Share change
+60,735
Value change
+$2,063,090
Number of holders
109
Price from insider filings
$22.84
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Community West Bancshares - Common Stock, no par value per share (CWBC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Fourthstone LLC 6.8% -18% $28,905,279 -$5,799,745 1,310,897 -17% Fourthstone LLC 31 Dec 2025
VANGUARD GROUP INC 4.8% $15,708,473 904,345 The Vanguard Group 31 Dec 2024

As of 31 Dec 2025, 109 institutional investors reported holding 10,165,731 shares of Community West Bancshares - Common Stock, no par value per share (CWBC). This represents 53% of the company’s total 19,165,161 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Community West Bancshares - Common Stock, no par value per share (CWBC) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.6% 1,650,051 -1.7% 0% $37,126,149
Fourthstone LLC 6.8% 1,310,897 -10% 5.5% $29,495,183
VANGUARD GROUP INC 4.9% 942,925 -0.25% 0% $21,215,813
DIMENSIONAL FUND ADVISORS LP 4.2% 802,410 +2.1% 0% $18,054,260
PRIVATE MANAGEMENT GROUP INC 2.8% 537,638 -1.5% 0.35% $12,096,855
SYSTEMATIC FINANCIAL MANAGEMENT LP 2.1% 411,859 +34% 0.22% $9,266,827
GEODE CAPITAL MANAGEMENT, LLC 2% 390,477 -0.95% 0% $8,787,810
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1.8% 343,891 -0.87% 0.01% $7,737,548
STATE STREET CORP 1.7% 334,322 +5.1% 0% $7,522,245
PL Capital Advisors, LLC 1.7% 329,551 -23% 2.3% $7,414,898
FMR LLC 1.6% 304,946 +5.9% 0% $6,861,287
AMERICAN CENTURY COMPANIES INC 1.2% 221,220 +74% 0% $4,977,450
Siena Capital Partners GP, LLC 1.1% 210,257 0% 1.3% $4,730,783
RENAISSANCE TECHNOLOGIES LLC 0.87% 167,008 +86% 0.01% $3,757,680
WELLINGTON MANAGEMENT GROUP LLP 0.86% 164,621 +3.8% 0% $3,703,973
Cutler Capital Management, LLC 0.85% 162,829 +0.42% 1.1% $3,663,648
NORTHERN TRUST CORP 0.71% 136,189 -4.9% 0% $3,064,253
ALGERT GLOBAL LLC 0.53% 101,816 0.04% $2,291,000
MORGAN STANLEY 0.41% 79,293 +23% 0% $1,784,097
CALDWELL SUTTER CAPITAL, INC. 0.39% 74,077 0% 0.71% $1,666,733
CITADEL ADVISORS LLC 0.38% 73,156 0% $1,646,011
GOLDMAN SACHS GROUP INC 0.37% 70,771 +71% 0% $1,592,348
BARCLAYS PLC 0.35% 66,643 +15% 0% $1,499,468
FIRST TRUST ADVISORS LP 0.32% 61,444 -2.6% 0% $1,382,490
Bank of New York Mellon Corp 0.32% 61,442 +35% 0% $1,382,448

Institutional Holders of Community West Bancshares - Common Stock, no par value per share (CWBC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 10,165,731 $228,730,719 +$2,063,090 $22.50 109
2025 Q3 10,058,352 $209,612,078 +$6,013,083 $20.84 99
2025 Q2 9,776,771 $190,757,593 +$6,017,478 $19.51 95
2025 Q1 9,516,473 $175,856,606 +$1,104,274 $18.48 100
2024 Q4 9,442,857 $182,901,060 +$3,674,453 $19.37 91
2024 Q3 9,286,822 $178,820,443 +$3,786,186 $19.26 83
2024 Q2 9,006,496 $166,616,982 +$165,734,012 $18.50 77
2024 Q1 24,374 $484,257 +$484,257 $19.86 3