| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC | 8.3% | $33,304,232 | 1,573,924 | Fourthstone LLC | 30 Jun 2025 | |||
| VANGUARD GROUP INC | 4.8% | $14,550,911 | 904,345 | The Vanguard Group | 31 Dec 2024 |
As of 30 Sep 2025, 99 institutional investors reported holding 10,058,349 shares of Community West Bancshares - Common Stock, no par value (CWBC). This represents 53% of the company’s total 19,054,770 outstanding shares.
The largest institutional shareholders of Community West Bancshares - Common Stock, no par value (CWBC) together control 48% 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. | 8.8% | 1,677,734 | +14% | 0% | $34,963,978 |
| Fourthstone LLC | 7.7% | 1,462,786 | -7.1% | 5.5% | $30,484,460 |
| VANGUARD GROUP INC | 5% | 945,253 | -0.61% | 0% | $19,699,073 |
| DIMENSIONAL FUND ADVISORS LP | 4.1% | 786,040 | +2.2% | 0% | $16,380,868 |
| PRIVATE MANAGEMENT GROUP INC | 2.9% | 545,631 | -0.55% | 0.34% | $11,370,950 |
| PL Capital Advisors, LLC | 2.2% | 425,551 | 0% | 2.9% | $8,868,483 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 394,241 | -0.46% | 0% | $8,218,006 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.8% | 346,911 | -1.5% | 0.01% | $7,229,625 |
| STATE STREET CORP | 1.7% | 317,982 | +0.55% | 0% | $6,626,745 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.6% | 307,080 | -0.42% | 0.16% | $6,399,547 |
| AMERIPRISE FINANCIAL INC | 1.6% | 299,656 | -0.53% | 0% | $6,244,831 |
| FMR LLC | 1.5% | 287,895 | +46% | 0% | $5,999,740 |
| Siena Capital Partners GP, LLC | 1.1% | 210,257 | 0% | 1.3% | $4,381,756 |
| Cutler Capital Management, LLC | 0.85% | 162,152 | +0.06% | 1.1% | $3,379,246 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.83% | 158,641 | +1.9% | 0% | $3,306,078 |
| NORTHERN TRUST CORP | 0.75% | 143,200 | -3.3% | 0% | $2,984,287 |
| AMERICAN CENTURY COMPANIES INC | 0.67% | 127,231 | +41% | 0% | $2,651,494 |
| RENAISSANCE TECHNOLOGIES LLC | 0.47% | 90,008 | +53% | 0% | $1,875,767 |
| MARSHALL WACE, LLP | 0.4% | 76,153 | +37% | 0% | $1,587,031 |
| CALDWELL SUTTER CAPITAL, INC. | 0.39% | 74,077 | 0% | 0.66% | $1,543,765 |
| MORGAN STANLEY | 0.34% | 64,565 | -4.9% | 0% | $1,345,534 |
| FIRST TRUST ADVISORS LP | 0.33% | 63,054 | +418% | 0% | $1,314,045 |
| Connor, Clark & Lunn Investment Management Ltd. | 0.31% | 58,634 | +18% | 0% | $1,221,933 |
| BARCLAYS PLC | 0.3% | 57,945 | -3.4% | 0% | $1,207,574 |
| VICTORY CAPITAL MANAGEMENT INC | 0.27% | 52,000 | -4.2% | 0% | $1,083,680 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 145 | $3,263 | -$5,262 | $22.50 | 3 |
| 2025 Q3 | 10,058,349 | $209,612,140 | +$6,013,037 | $20.84 | 99 |
| 2025 Q2 | 9,776,771 | $190,757,593 | +$6,017,480 | $19.51 | 95 |
| 2025 Q1 | 9,516,473 | $175,856,116 | +$1,104,272 | $18.48 | 100 |
| 2024 Q4 | 9,415,316 | $182,367,736 | +$3,676,088 | $19.37 | 90 |
| 2024 Q3 | 9,259,196 | $178,288,170 | +$3,804,442 | $19.26 | 83 |
| 2024 Q2 | 8,977,922 | $166,088,752 | +$165,205,777 | $18.50 | 77 |
| 2024 Q1 | 24,374 | $484,257 | +$484,258 | $19.86 | 3 |