IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Community West Bancshares (CWBC)

CUSIP: 203937107 | NYSE | Financial Services · Banks - Regional | Small Cap | 205 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFourthstone LLC
with Fourthstone GP LLC, Fourthstone QP Opportunity Fund LP, Fourthstone Master Opportunity Fund Ltd, +1 more
1000.0%Newly reportedJun 30, 20261,362,205 sh (Mar 31, 2026)
13G/A

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,370,476
0.0% of portfolio›$35.7M
Private Management Group Inc471,251
0.3% of portfolio›$12.3M
Principal Financial Group Inc105,266
0.0% of portfolio›$2.7M
Bank of New York Mellon Corp100,456
0.0% of portfolio›$2.6M
Creative Planning67,444
0.0% of portfolio›$1.8M
Kestra Private Wealth Services, LLC42,225
0.0% of portfolio›$1.1M
Citigroup Inc34,709
0.0% of portfolio›$903.8K
Daytona Street Capital LLC11,850
0.2% of portfolio›$314.0K
Sharper & Granite LLC10,362
0.1% of portfolio›$241.4K
RS Crum Inc.8,873
0.0% of portfolio›$231.1K
Elco Management Co., LLC8,796
0.1% of portfolio›$229.0K
Mraz, Amerine & Associates, Inc.8,247
0.0% of portfolio›$214.8K
Bfsg, LLC3,223
0.0% of portfolio›$83.9K
US Bancorp \de\2,906
0.0% of portfolio›$75.7K
DeDora Capital, Inc.2,000
0.0% of portfolio›$52.1K
State of Alaska, Department of Revenue1,147
0.0% of portfolio›$29
Farther Finance Advisors, LLC1,020
0.0% of portfolio›$26.6K
Sterling Capital Management LLC544
0.0% of portfolio›$14.2K
Assetmark, Inc391
0.0% of portfolio›$10.2K
Harbor Capital Advisors, Inc.343
0.0% of portfolio›$9.0K
SJS Investment Consulting Inc.307
0.0% of portfolio›$8.0K
Gamma Investing LLC189
0.0% of portfolio›$4.9K
North Star Investment Management Corp.150
0.0% of portfolio›$3.9K
Essential Partners LLC130
0.0% of portfolio›$3.4K
EverSource Wealth Advisors, LLC123
0.0% of portfolio›$3.2K
IFP Advisors, Inc122
0.0% of portfolio›$3.2K
Silver Grove Financial Group, Inc.100
0.0% of portfolio›$2.6K
Fifth Third Bancorp96
0.0% of portfolio›$2.5K
Versant Capital Management, Inc88
0.0% of portfolio›$2.3K
Larson Financial Group LLC57
0.0% of portfolio›$1.5K
Physician Wealth Advisors, Inc.57
0.0% of portfolio›$1.5K
Root Financial Partners, LLC50
0.0% of portfolio›$1.3K
Parallel Advisors, LLC36
0.0% of portfolio›$937
MassMutual Private Wealth & Trust, FSB23
0.0% of portfolio›$599
True Wealth Design, LLC22
0.0% of portfolio›$573
Nisa Investment Advisors, LLC13
0.0% of portfolio›$339
Covestor Ltd12
0.0% of portfolio›$0
Hughes Financial Services, LLC1
0.0% of portfolio›$26
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,370,476$35.7M0.0%IndexLowAustin, TX2026-11-04
Private Management Group Inc
471,251$12.3M0.3%YieldLowIrvine, CA2026-11-04
Principal Financial Group Inc
105,266$2.7M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
100,456$2.6M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
67,444$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Private Wealth Services, LLC
42,225$1.1M0.0%GrowthLowAustin, TX2026-10-30
Citigroup Inc
34,709$903.8K0.0%CoreMediumNew York, NY2026-11-04
Daytona Street Capital LLC
11,850$314.0K0.2%Deep ValueMediumSaint Louis, MO2026-10-15
Sharper & Granite LLC
10,362$241.4K0.1%ETFLowEl Segundo, CA2026-11-02
RS Crum Inc.
8,873$231.1K0.0%ETFVery LowNewport Beach, CA2026-10-19
Elco Management Co., LLC
8,796$229.0K0.1%CoreLowNew York, NY2026-10-14
Mraz, Amerine & Associates, Inc.
8,247$214.8K0.0%Deep ValueLowModesto, CA2026-10-30
Bfsg, LLC
3,223$83.9K0.0%CoreLowIrvine, CA2026-10-30
US Bancorp \de\
2,906$75.7K0.0%IndexLowMinneapolis, MN2026-11-05
DeDora Capital, Inc.
2,000$52.1K0.0%ETFVery LowNapa, CA2026-10-26
State of Alaska, Department of Revenue
1,147$290.0%CoreVery LowJuneau, AK2026-10-15
Farther Finance Advisors, LLC
1,020$26.6K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
544$14.2K0.0%GARPMediumCharlotte, NC2026-10-22
Assetmark, Inc
391$10.2K0.0%ETFLowConcord, CA2026-10-21
Harbor Capital Advisors, Inc.
343$9.0K0.0%ValueHighChicago, IL2026-10-22
SJS Investment Consulting Inc.
307$8.0K0.0%ETFVery LowSylvania, OH2026-10-26
Gamma Investing LLC
189$4.9K0.0%IndexVery LowFoster City, CA2026-10-08
North Star Investment Management Corp.
150$3.9K0.0%CoreLowChicago, IL2026-10-27
Essential Partners LLC
130$3.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
123$3.2K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
122$3.2K0.0%GrowthLowTampa, FL2026-10-16
Silver Grove Financial Group, Inc.
100$2.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Fifth Third Bancorp
96$2.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Versant Capital Management, Inc
88$2.3K0.0%GARPLowPhoenix, AZ2026-10-02
Larson Financial Group LLC
57$1.5K0.0%GrowthLowSt Louis, MO2026-11-05
Physician Wealth Advisors, Inc.
57$1.5K0.0%ETFMediumMidvale, UT2026-10-20
Root Financial Partners, LLC
50$1.3K0.0%ETFMediumEncinitas, CA2026-10-21
Parallel Advisors, LLC
36$9370.0%IndexLowSan Francisco, CA2026-11-03
MassMutual Private Wealth & Trust, FSB
23$5990.0%CoreLowSpringfield, MA2026-10-05
True Wealth Design, LLC
22$5730.0%ETFMediumAkron, OH2026-10-13
Nisa Investment Advisors, LLC
13$3390.0%IndexVery LowSt. Louis, MO2026-10-20
Covestor Ltd
12$00.0%ValueHighLondon, United Kingdom2026-10-30
Hughes Financial Services, LLC
1$260.0%ETFLowHerndon, VA2026-10-30
Fourthstone LLC
100
0.0% of class · Jun 30, 2026Newly reported
with Fourthstone GP LLC, Fourthstone QP Opportunity Fund LP, Fourthstone Master Opportunity Fund Ltd, +1 more
1,362,205 sh (Mar 31, 2026)