Community West Bancshares Ownership | Who Owns Community West Bancshares?

Overview Forecast RevenueFinancials Chart

Community West Bancshares Ownership Summary

Community West Bancshares is owned by 82.36% institutional investors, 9.39% insiders, and 8.25% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.52% of CWBC shares. Manulife US Bank Equity Mother Fund is the top mutual fund, with 0.40% of its assets in Community West Bancshares shares.

CWBC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Community West Bancshares	82.36%	9.39%	8.25%
Sector	Financial Services Stocks	734.95%	13.85%	-648.79%
Industry	Regional Banks Stocks	53.79%	12.48%	33.74%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	2.39M	12.52%	$64.11M
Dimensional fund advisors lp	1.27M	6.64%	$33.98M
Wellington management group llp	1.14M	5.96%	$30.52M
Vanguard capital management	1.08M	5.64%	$28.89M
Vanguard group	942.92K	4.96%	$21.22M
State street	815.65K	4.28%	$21.91M
Geode capital management	616.97K	3.24%	$16.58M
Systematic financial management lp	500.16K	2.62%	$13.43M
Bridgewealth advisory group	494.69K	2.60%	$13.29M
Private management group	485.59K	2.55%	$13.04M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bridgewealth advisory group	494.69K	2.51%	$13.29M
Pl capital advisors	329.55K	2.46%	$8.85M
Cutler capital management	162.14K	1.13%	$4.36M
Siena capital partners gp	127.12K	0.83%	$3.41M
Caldwell sutter capital	78.63K	0.80%	$2.11M
Arbiter partners capital management	52.06K	0.74%	$1.40M
Private management group	485.59K	0.34%	$13.04M
Systematic financial management lp	500.16K	0.27%	$13.43M
Mendon capital advisors	23.80K	0.23%	$639.16K
Pinnacle	21.91K	0.18%	$588.39K

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	1.14M	0.01%	833.31K
Blackrock funding, inc. /de	2.39M	0.00%	497.74K
State street	815.65K	0.00%	474.47K
Bridgewealth advisory group	494.69K	2.51%	468.89K
Dimensional fund advisors lp	1.27M	0.01%	424.64K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-1.36M
Fj capital management	-	-	-93.34K
M3f	-	-	-82.25K
Jackson square capital	-	-	-71.74K
Qube research	-	-	-65.01K

New Positions

Holder	Shares	% Assets	Change	Value
Two sigma investments, lp	286.95K	0.01%	286.95K	$7.71M
Squarepoint ops	150.36K	0.00%	150.36K	$4.04M
Sixth street partners management company	69.77K	0.00%	69.77K	$1.87M
D. e. shaw	51.34K	0.00%	51.34K	$1.38M
Hrt financial lp	46.29K	0.00%	46.29K	$1.24M

Sold Out

Holder	Change
Clearstead advisors	-3.00
Whittier trust	-22.00
Root financial partners	-27.00
Mai capital management	-55.00
Clear street markets	-90.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	148	15.63%	15,698,346	40.98%	82	2.40%	111	44.16%	18	-33.33%
Mar 31, 2026	72	-35.71%	5,933,207	-41.77%	31	1.09%	39	-30.36%	14	-57.58%
Dec 31, 2025	73	-26.26%	8,436,821	-16.12%	44	1.58%	31	-34.04%	23	-8.00%
Sep 30, 2025	94	4.44%	10,025,768	4.97%	52	2.09%	43	7.50%	25	-16.67%
Jun 30, 2025	95	-6.86%	9,776,802	2.74%	51	2.04%	44	10.00%	31	-8.82%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Manulife US Bank Equity Mother Fund	35.50K	0.40%	35.50K
SSgA U.S. Extended Market Index Class I	2.80K	0.03%	-
SSgA U.S. Total Market Index Strategy	808.00	0.01%	-19.00
AZL® DFA US Small Cap	525.00	0.01%	-
NT US Market Cap Idx Fd - L	477.00	0.01%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 21, 2026	LOKEY JAMES W	-	Buy	$1.41K
Aug 21, 2026	STOVESAND KIRK	-	Buy	$6.66K
Aug 10, 2026	GILL JAGROOP	-	Buy	$118.68K
Jul 31, 2026	GILL JAGROOP	-	Buy	$5.75K
Jun 01, 2026	CAGLE DAWN M	EXECUTIVE VICE PRESIDENT	Buy	$3.47K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	3	-
2026 Q2	5	-
2026 Q1	7	-
2025 Q4	5	-
2025 Q3	7	-

CWBC Ownership FAQ

Who Owns Community West Bancshares?

Community West Bancshares shareholders are primarily institutional investors at 82.36%, followed by 9.39% insiders and 8.25% retail investors. The average institutional ownership in Community West Bancshares's industry, Regional Banks Stocks, is 53.79%, which Community West Bancshares exceeds.

Who owns the most shares of Community West Bancshares?

Community West Bancshares’s largest shareholders are Blackrock funding, inc. /de (2.39M shares, 12.52%), Dimensional fund advisors lp (1.27M shares, 6.64%), and Wellington management group llp (1.14M shares, 5.96%). Together, they hold 25.12% of Community West Bancshares’s total shares outstanding.

Does Blackrock own Community West Bancshares?

BlackRock is not among the top 10 institutional shareholders of Community West Bancshares.

Who is Community West Bancshares’s biggest shareholder by percentage of total assets invested?

Bridgewealth advisory group is Community West Bancshares’s biggest shareholder by percentage of total assets invested, with 2.51% of its assets in 494.69K Community West Bancshares shares, valued at 13.29M$.

Who is the top mutual fund holder of Community West Bancshares shares?

Manulife US Bank Equity Mother Fund is the top mutual fund holder of Community West Bancshares shares, with 0.40% of its total shares outstanding invested in 35.5K Community West Bancshares shares.

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