COMMUNITY WEST BANCSHARES NE CWBC
COM · Common Stock · CUSIP 203937107
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersFresno, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.0m this quarter). Holder counts are more reliable. Shares outstanding: 27.1m as of 2026-08-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $26.84. Options: 1 managers hold calls ($644.6k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 3 |
| Q2 2024 | 78 |
| Q3 2024 | 84 |
| Q4 2024 | 92 |
| Q1 2025 | 101 |
| Q2 2025 | 97 |
| Q3 2025 | 100 |
| Q4 2025 | 111 |
| Q1 2026 | 127 |
| Q2 2026 | 148 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 31 | 31 |
| Q4 2024 | 47 | 27 |
| Q1 2025 | 39 | 35 |
| Q2 2025 | 45 | 43 |
| Q3 2025 | 46 | 33 |
| Q4 2025 | 53 | 42 |
| Q1 2026 | 74 | 40 |
| Q2 2026 | 109 | 31 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $27.0k | $0 | 0.00 |
| Q4 2025 | $425.2k | $317.2k | 0.75 |
| Q1 2026 | $0 | $1.0m | — |
| Q2 2026 | $644.6k | $0 | 0.00 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +833.3k |
| BlackRock, Inc. | Added | +497.7k |
| STATE STREET CORP | Added | +474.5k |
| Bridgewealth Advisory Group, LLC | Added | +468.9k |
| DIMENSIONAL FUND ADVISORS LP | Added | +424.6k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +331.0k |
| TWO SIGMA INVESTMENTS, LP | New | +287.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +255.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +220.5k |
| CITADEL ADVISORS LLC | Added | +211.5k |
Biggest sellers
| Fourthstone LLC | Sold out | -1.4m |
| Qube Research & Technologies Ltd | Sold out | -65.0k |
| PRIVATE MANAGEMENT GROUP INC | Reduced | -44.1k |
| ALGERT GLOBAL LLC | Reduced | -42.1k |
| SEI INVESTMENTS CO | Reduced | -33.1k |
| DRW Securities, LLC | Sold out | -25.2k |
| HSBC HOLDINGS PLC | Sold out | -21.1k |
| POTENTIA WEALTH | Sold out | -20.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -17.7k |
| BANK OF AMERICA CORP /DE/ | Reduced | -15.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $644.6k24.0k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-10-08 | 5.1% |
Fell to 5% or below in the last year: Fourthstone LLC (0.0%, 2026-08-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 8 | $57.3k | 1 | $236.9k | — |
| Q1 2025 | 10 | $120.1k | 1 | $148.9k | — |
| Q2 2025 | 8 | $92.1k | 0 | — | — |
| Q3 2025 | 7 | $24.4k | 0 | — | — |
| Q4 2025 | 5 | $20.8k | 0 | — | — |
| Q1 2026 | 7 | $66.2k | 0 | — | — |
| Q2 2026 | 4 | $15.5k | 0 | — | — |
| Q3 2026 | 5 | $138.8k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-31 | CAGLE DAWN M EXECUTIVE VICE PRESIDENT | Bought | $4.0k188 shares |
| 2026-08-31 | LIVINGSTON SHANNON R EXECUTIVE VICE PRESIDENT | Bought | $2.3k107 shares |
| 2026-08-21 | STOVESAND KIRK Director | Bought | $6.7k255 shares |
| 2026-08-21 | LOKEY JAMES W Director | Bought | $1.4k54 shares |
| 2026-08-10 | GILL JAGROOP Director | Bought | $118.7k4.8k shares |
| 2026-07-31 | GILL JAGROOP Director | Bought | $5.8k230 shares |
| 2026-06-01 | CAGLE DAWN M EXECUTIVE VICE PRESIDENT | Bought | $3.5k166 shares |
| 2026-06-01 | LIVINGSTON SHANNON R EXECUTIVE VICE PRESIDENT | Bought | $2.0k94 shares |
| 2026-05-22 | STOVESAND KIRK Director | Bought | $6.1k257 shares |
| 2026-05-05 | SILVA DOROTHEA D Director | Bought | $3.5k150 shares |
| 2026-05-04 | SILVA DOROTHEA D Director | Bought | $35715 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 2.4m $64.1m | Added +497.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.3m $34.0m | Added +424.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.1m $30.5m | Added +833.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.1m $28.9m | Added +331.0k |
| STATE STREET CORP 0.00% of their portfolio | 815.7k $21.9m | Added +474.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 617.0k $16.6m | Added +220.5k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.27% of their portfolio | 500.2k $13.4m | Added +89.6k |
| Bridgewealth Advisory Group, LLC 2.51% of their portfolio | 494.7k $13.3m | Added +468.9k |
| PRIVATE MANAGEMENT GROUP INC 0.34% of their portfolio | 485.6k $13.0m | Reduced -44.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 385.6k $10.4m | Added +54.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 338.5k $9.1m | Reduced -469 |
| PL Capital Advisors, LLC 2.46% of their portfolio | 329.6k $8.9m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 326.6k $8.8m | Added +255.8k |
| FMR LLC 0.00% of their portfolio | 296.1k $8.0m | Reduced -818 |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 287.0k $7.7m | New |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 277.9k $7.5m | Added +1.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 259.3k $7.0m | Added +115.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 221.5k $6.0m | Added +211.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 209.6k $5.6m | Added +66.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 205.9k $5.5m | Added +109.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 169.4k $4.6m | Added +155.3k |
| Cutler Capital Management, LLC 1.13% of their portfolio | 162.1k $4.4m | Reduced -451 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 157.3k $4.2m | Added +42.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 155.8k $4.2m | Added +72.1k |
| Squarepoint Ops LLC 0.01% of their portfolio | 150.4k $4.0m | New |
| UBS Group AG 0.00% of their portfolio | 130.5k $3.5m | Added +105.4k |
| Siena Capital Partners GP, LLC 0.83% of their portfolio | 127.1k $3.4m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 107.8k $2.9m | Added +51.4k |
| Arbiter Partners Capital Management LLC 0.77% of their portfolio | 104.1k $2.8m | Added +60.3k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 101.9k $2.7m | New |
| MORGAN STANLEY 0.00% of their portfolio | 98.7k $2.7m | Added +1.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 96.8k $2.6m | Added +35.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 95.6k $2.6m | Added +73.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 87.1k $2.3m | Added +6.2k |
| CALDWELL SUTTER CAPITAL, INC. 0.80% of their portfolio | 78.6k $2.1m | Added +4.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 78.0k $2.1m | Added +10.0k |
| Creative Planning 0.00% of their portfolio | 71.7k $1.9m | Added +32.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 69.8k $1.9m | Added +27.2k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 68.0k $1.8m | Added +11.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 67.5k $1.6m | New |
| BARCLAYS PLC 0.00% of their portfolio | 67.1k $1.8m | Added +26.4k |
| XTX Topco Ltd 0.02% of their portfolio | 66.0k $1.8m | Added +53.8k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 55.6k $1.5m | Reduced -42.1k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.03% of their portfolio | 52.4k $1.4m | Added +32.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 51.3k $1.4m | New |
| SageView Advisory Group, LLC 0.04% of their portfolio | 50.9k $1.4m | Added +24.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 47.0k $1.3m | Added +2.0k |
| HRT FINANCIAL LP 0.00% of their portfolio | 46.3k $1.2m | New |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 43.3k $1.2m | Added +1.3k |
| Destination Wealth Management 0.03% of their portfolio | 42.7k $1.1m | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 42.1k $1.1m | Added +187 |
| Nuveen, LLC 0.00% of their portfolio | 38.2k $1.0m | Added +16.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 37.9k $1.0m | Reduced -33.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 36.0k $968.1k | Added +2.5k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 34.9k $937.3k | Added +2.3k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 33.9k $909.9k | Added +23.2k |
| Quantinno Capital Management LP 0.00% of their portfolio | 32.4k $869.9k | Added +6.3k |
| CITIGROUP INC 0.00% of their portfolio | 32.1k $863.3k | Added +26.6k |
| Cerity Partners LLC 0.00% of their portfolio | 32.1k $862.2k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 31.5k $845.2k | Added +10.4k |
| Invesco Ltd. 0.00% of their portfolio | 31.1k $835.6k | Added +2.8k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio | 31.0k $831.6k | Added +8.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 27.9k $748.2k | Reduced -15.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 25.4k $683.5k | Added +45 |
| ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio | 25.3k $679.6k | Unchanged |
| Platform Wealth Management, LLC 0.24% of their portfolio | 24.8k $665.9k | First filing |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 24.0k $644.6k | Added +11.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 24.0k $644.0k | Added +12.3k |
| MENDON CAPITAL ADVISORS CORP 0.23% of their portfolio | 23.8k $639.2k | Reduced -1.0k |
| Pinnacle Holdings, LLC 0.18% of their portfolio | 21.9k $588.4k | Unchanged |
| Quantbot Technologies LP 0.02% of their portfolio | 20.9k $560.5k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 20.5k $550.0k | Added +9.1k |
| Private Advisor Group, LLC 0.00% of their portfolio | 19.9k $533.7k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 18.1k $484.9k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 17.4k $468.7k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 16.7k $448.2k | Added +14.7k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 16.4k $440.7k | New |
| Planning Center, Inc. 0.04% of their portfolio | 16.3k $437.4k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 15.4k $414.3k | Added +3.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 15.0k $403.0k | Added +14.4k |
| Empowered Funds, LLC 0.00% of their portfolio | 14.1k $380.0k | New |
| Graham Capital Management, L.P. 0.01% of their portfolio | 12.3k $330.8k | New |
| Daytona Street Capital LLC 0.23% of their portfolio | 11.8k $319.7k | Unchanged |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 11.6k $310.6k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 11.5k $307.9k | Added +4.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 11.3k $304.1k | Added +3.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 10.6k $286.0k | Added +4.6k |
| Integrated Quantitative Investments LLC 0.05% of their portfolio | 10.6k $285.6k | Unchanged |
| Virtu Financial LLC 0.01% of their portfolio | 10.5k $283.0k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 10.5k $281.0k | Added +617 |
| Composition Wealth, LLC 0.00% of their portfolio | 10.4k $279.2k | New |
| Sharper & Granite LLC 0.09% of their portfolio | 10.4k $278.3k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 9.9k $265.0k | New |
| CHANNEL WEALTH LLC 0.06% of their portfolio | 9.6k $259.1k | Reduced -43 |
| R Squared Ltd 0.13% of their portfolio | 9.5k $254.3k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio | 9.2k $246.4k | New |
| RS CRUM INC. 0.04% of their portfolio | 8.9k $238.3k | Unchanged |
| ELCO Management Co., LLC 0.10% of their portfolio | 8.8k $236.3k | Reduced -1.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 8.6k $229.9k | Added +2.5k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 8.4k $226.7k | Reduced -273 |