Community West Bancshares (CWBC) Ownership

20.77 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

PL Capital Advisors, LLC is the biggest individual institutional holder of Community West Bancshares (CWBC), owning a total of 539 thousand shares. Combined, the top 49 institutional holders of CWBC own 20.05% of the company with a total of 1.8 million shares.

In the latest ownership report on June 30th 2024, the top 49 institutional holders decreased their combined ownership of CWBC by 3.3 million shares. 1 institutions bought 25 total additional shares and increased their ownership by an average of 0.00%. However 19 institutions sold 3,274,035 total shares and decreased their ownership by an average of 95.91%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Community West Bancshares decreased by a net total of -3,274,010 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Cutler Capital Management	1.853%	-22.256%	164,445	-47,075	2024-06-30
CWM, LLC duplicate	0.000%	0.000%	25	25	2024-06-30
JACKSON SQUARE CAPITAL, LLC	0.000%	-100.000%	0	-71,743	2024-06-30
Wells Fargo & Co	0.000%	-100.000%	0	-53	2024-06-30
Bridgeway Capital Management, LLC	0.000%	-100.000%	0	-83,657	2024-06-30
AllianceBernstein L.P.	0.000%	-100.000%	0	-84,629	2024-06-30
Arrowstreet Capital Limited Partnership	0.000%	-100.000%	0	-14,534	2024-06-30
FJ Capital Management LLC	0.000%	-100.000%	0	-93,344	2024-06-30
Fourthstone LLC	0.000%	-100.000%	0	-1,789,771	2024-06-30
Tower Research Capital LLC	0.000%	-100.000%	0	-1,558	2024-06-30
Susquehanna International Group, LLP	0.000%	-100.000%	0	-54,178	2024-06-30
Private Management Group Inc	0.000%	-100.000%	0	-529,512	2024-06-30
State Street Corp	0.000%	-100.000%	0	-15,220	2024-06-30
M3F, Inc.	0.000%	-100.000%	0	-82,250	2024-06-30
Manufacturers Life Insurance Co	0.000%	-100.000%	0	-122,800	2024-06-30
CALDWELL SUTTER CAPITAL INC	0.000%	-100.000%	0	-78,357	2024-06-30
Siena Capital Management, LLC	0.000%	-100.000%	0	-167,821	2024-06-30
Morgan Stanley - Brokerage Accounts	0.000%	-100.000%	0	-552	2024-06-30
Royal Bank of Canada	0.000%	-100.000%	0	-5,200	2024-06-30
Black Maple Capital Management LP	0.000%	-100.000%	0	-31,781	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
PL Capital Advisors, LLC	6.070%	-3.580%	538,675	-20,000	2024-03-31
Dimensional Fund Advisors, Inc.	1.878%	1.608%	166,676	2,637	2024-03-31
Cutler Capital Management	1.853%	-22.256%	164,445	-47,075	2024-06-30
Wellington Management Company LLP	1.274%	-15.978%	113,081	-21,504	2024-03-31
American Century Companies Inc	1.085%	0.000%	96,332	96,332	2024-03-31
Vanguard Group Inc	0.890%	2.727%	78,991	2,097	2024-03-31
BHZ Capital Management, LP.	0.704%	-7.263%	62,197	-4,871	2022-12-31
Geode Capital Management, LLC	0.700%	0.000%	62,121	62,121	2024-03-31
Kennedy Capital Management Inc	0.517%	0.000%	45,842	0	2024-03-31
First Manhattan Company	0.497%	0.000%	43,492	0	2022-09-30
First Manhattan Co. LLC	0.490%	0.000%	43,492	0	2024-03-31
Sonen Capital LLC	0.473%	0.000%	41,890	0	2023-09-30
RIVER OAKS CAPITAL LLC	0.428%	-58.333%	37,500	-52,500	2022-09-30
BlackRock Inc	0.404%	0.000%	35,858	35,858	2024-03-31
Schonfeld Strategic Advisors LLC	0.379%	0.000%	33,674	33,674	2024-03-31
Empowered Funds, LLC	0.357%	2.738%	31,665	844	2023-12-31
Buckingham Strategic Partners	0.352%	0.000%	31,260	31,260	2023-12-31
HRT FINANCIAL LLC	0.292%	-10.436%	25,765	-3,002	2022-12-31
Northern Trust Corp	0.289%	156.282%	25,641	15,636	2023-12-31
Emerald Mutual Fund Advisers Trust	0.273%	0.000%	24,264	24,264	2023-12-31
CHANNEL WEALTH LLC	0.176%	4.000%	15,600	600	2024-03-31
State Street Corporation	0.172%	0.000%	15,220	15,220	2024-03-31
Eidelman Virant Capital	0.170%	0.000%	15,000	0	2022-09-30
Arlington Financial Advisors, LLC	0.134%	0.000%	11,850	0	2023-06-30
JANE STREET GROUP, LLC	0.116%	-13.888%	10,163	-1,639	2022-06-30
Qube Research & Technologies	0.038%	230.610%	3,359	2,343	2024-03-31
UBS Group AG	0.025%	0.000%	2,186	2,186	2024-03-31
Bank of America Corp	0.011%	0.000%	930	930	2024-03-31
CWM, LLC duplicate	0.000%	0.000%	25	25	2024-06-30
CLEAR STREET LLC	0.000%	0.000%	6	6	2024-03-31
JACKSON SQUARE CAPITAL, LLC	0.000%	-100.000%	0	-71,743	2024-06-30
Wells Fargo & Co	0.000%	-100.000%	0	-53	2024-06-30
Bridgeway Capital Management, LLC	0.000%	-100.000%	0	-83,657	2024-06-30
AllianceBernstein L.P.	0.000%	-100.000%	0	-84,629	2024-06-30
Arrowstreet Capital Limited Partnership	0.000%	-100.000%	0	-14,534	2024-06-30
FJ Capital Management LLC	0.000%	-100.000%	0	-93,344	2024-06-30
Fort Hoosac Management, LLC	0.000%	-100.000%	0	-35,669	2024-03-31
Fourthstone LLC	0.000%	-100.000%	0	-1,789,771	2024-06-30
Tower Research Capital LLC	0.000%	-100.000%	0	-1,558	2024-06-30
Susquehanna International Group, LLP	0.000%	-100.000%	0	-54,178	2024-06-30
Private Management Group Inc	0.000%	-100.000%	0	-529,512	2024-06-30
State Street Corp	0.000%	-100.000%	0	-15,220	2024-06-30
M3F, Inc.	0.000%	-100.000%	0	-82,250	2024-06-30
Manufacturers Life Insurance Co	0.000%	-100.000%	0	-122,800	2024-06-30
CALDWELL SUTTER CAPITAL INC	0.000%	-100.000%	0	-78,357	2024-06-30
Siena Capital Management, LLC	0.000%	-100.000%	0	-167,821	2024-06-30
Morgan Stanley - Brokerage Accounts	0.000%	-100.000%	0	-552	2024-06-30
Royal Bank of Canada	0.000%	-100.000%	0	-5,200	2024-06-30
Black Maple Capital Management LP	0.000%	-100.000%	0	-31,781	2024-06-30

Mutual Fund Ownership

JHancock Regional Bank A is the biggest individual fund holder of Community West Bancshares (CWBC), owning a total of 123 thousand shares. Combined, the top 47 mutual fund holders of CWBC own 9.38% of the company with a total of 832 thousand shares.

In the latest ownership report on March 31st 2024, the top 47 fund holders increased their combined ownership of CWBC by 85 thousand shares. 11 funds bought 84,549 total additional shares and increased their ownership by an average of 835.98%. However 1 funds sold 19 total shares and decreased their ownership by an average of 2.3%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Community West Bancshares increased by a net total of 84,530 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	0.856%	2.011%	75,957	1,497	2024-03-31
Bridgeway Omni Small-Cap Value	0.642%	0.000%	57,000	0	2024-03-31
Bridgeway Omni Small-Cap Value N	0.642%	0.000%	57,000	57,000	2024-03-31
Kennedy Bank Sector	0.517%	0.000%	45,842	0	2024-03-31
Bridgeway Ultra-Small Company Market	0.244%	0.000%	21,657	0	2024-03-31
BlackRock Extended Equity Market K	0.120%	4,607.080%	10,638	10,412	2024-03-31
NT Ext Equity Mkt Idx Fd - L	0.068%	0.000%	5,997	0	2024-03-31
Northern Trust Extended Eq Market Idx	0.068%	0.000%	5,997	0	2024-03-31
RBC Microcap Value I	0.059%	0.000%	5,200	0	2024-03-31
Bridgeway Ultra-Small Company	0.056%	0.000%	5,000	5,000	2024-03-31
BlackRock U.S. Equity Market F	0.043%	0.979%	3,816	37	2024-03-31
NT Ext Equity Mkt Idx Fd - NL	0.036%	0.000%	3,208	3,208	2024-03-31
Dimensional US Small Cap CIT Class S	0.033%	0.000%	2,948	2,948	2024-03-31
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.029%	0.000%	2,578	2,578	2024-03-31
Extended Equity Market Fund M	0.015%	4,585.710%	1,312	1,284	2024-03-31
Victory Extended Market Index	0.009%	-2.300%	807	-19	2024-03-31
LVIP Dimensional US Core Equity 2 Std	0.009%	0.000%	798	0	2024-03-31
AZL® DFA US Small Cap	0.006%	0.000%	525	0	2024-03-31
Northern Trust Wilshire 5000	0.005%	0.000%	477	0	2024-03-31
BNYM Mellon SL Market Completion UC1	0.004%	0.000%	341	341	2024-03-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.003%	0.000%	244	244	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
JHancock Regional Bank A	1.384%	0.000%	122,800	0	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.856%	2.011%	75,957	1,497	2024-03-31
Vanguard Extended Market Index Investor	0.774%	7.128%	68,505	4,558	2023-08-31
Bridgeway Omni Small-Cap Value	0.642%	0.000%	57,000	0	2024-03-31
Bridgeway Omni Small-Cap Value N	0.642%	0.000%	57,000	57,000	2024-03-31
Kennedy Bank Sector	0.517%	0.000%	45,842	0	2024-03-31
Fidelity Extended Market Index	0.412%	-0.482%	36,531	-177	2024-02-29
EA Bridgeway Omni Small-Cap Value ETF	0.384%	0.000%	34,115	0	2024-03-28
DFA US Small Cap Value I	0.342%	0.000%	30,329	0	2024-02-29
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.326%	0.000%	28,821	0	2022-12-31
DFA US Micro Cap I	0.275%	0.000%	24,371	0	2024-02-29
Emerald Finance & Bking Innovt Fd A	0.273%	0.000%	24,264	0	2024-02-29
Dimensional US Targeted Value ETF	0.273%	0.000%	24,189	0	2024-03-29
Bridgeway Ultra-Small Company Market	0.244%	0.000%	21,657	0	2024-03-31
DFA US Core Equity 2 I	0.202%	0.000%	17,906	0	2024-02-29
iShares Micro-Cap ETF	0.178%	0.000%	15,809	0	2024-03-28
Fidelity® Extended Market Index	0.161%	0.000%	14,248	0	2023-11-30
DFA US Core Equity 1 I	0.145%	0.000%	12,856	0	2024-02-29
BlackRock Extended Equity Market K	0.120%	4,607.080%	10,638	10,412	2024-03-31
Fidelity Series Total Market Index	0.098%	0.000%	8,703	0	2024-02-29
Fidelity® Series Total Market Index	0.098%	0.000%	8,703	0	2023-11-30
iShares Core S&P Total US Stock Mkt ETF	0.096%	0.000%	8,532	0	2023-08-31
Fidelity Total Market Index	0.096%	0.000%	8,474	0	2024-02-29
DFA US Vector Equity I	0.092%	0.000%	8,152	0	2024-02-29
Fidelity® Total Market Index	0.070%	0.000%	6,201	0	2023-11-30
NT Ext Equity Mkt Idx Fd - L	0.068%	0.000%	5,997	0	2024-03-31
Northern Trust Extended Eq Market Idx	0.068%	0.000%	5,997	0	2024-03-31
DFA US Small Cap I	0.066%	0.000%	5,845	0	2023-11-30
Dimensional US Core Equity 2 ETF	0.064%	0.000%	5,667	0	2023-12-29
RBC Microcap Value I	0.059%	0.000%	5,200	0	2024-03-31
DFA US Targeted Value I	0.057%	0.000%	5,040	0	2023-02-28
Bridgeway Ultra-Small Company	0.056%	0.000%	5,000	5,000	2024-03-31
BlackRock U.S. Equity Market F	0.043%	0.979%	3,816	37	2024-03-31
NT Ext Equity Mkt Idx Fd - NL	0.036%	0.000%	3,208	3,208	2024-03-31
Dimensional US Small Cap CIT Class S	0.033%	0.000%	2,948	2,948	2024-03-31
SSgA U.S. Extended Market Index Class I	0.032%	0.000%	2,800	0	2023-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.029%	0.000%	2,578	2,578	2024-03-31
Extended Equity Market Fund M	0.015%	4,585.710%	1,312	1,284	2024-03-31
SSgA U.S. Total Market Index Strategy	0.009%	-2.298%	808	-19	2023-12-31
Victory Extended Market Index	0.009%	-2.300%	807	-19	2024-03-31
LVIP Dimensional US Core Equity 2 Std	0.009%	0.000%	798	0	2024-03-31
AZL® DFA US Small Cap	0.006%	0.000%	525	0	2024-03-31
Northern Trust Wilshire 5000	0.005%	0.000%	477	0	2024-03-31
NT US Market Cap Idx Fd - L	0.005%	0.000%	477	0	2023-12-31
BNYM Mellon SL Market Completion UC1	0.004%	0.000%	341	341	2024-03-31
BlackRock Extended Mkt Composite	0.003%	0.000%	259	0	2023-09-30
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.003%	0.000%	244	244	2024-03-31