CWBC — COMMUNITY WEST BANCSHARES NE
As of Q2 2026, 30 SEC-registered investment managers reported holding CWBC (COMMUNITY WEST BANCSHARES NE) in their latest 13F filings, with a combined reported value of $196.63M across 7.34M shares. That is +75.9% by share count (+3.17M shares) versus the previous quarter, while reported value moved +102.7%. Ownership is concentrated: the five largest holders account for 65.6% of reported value and the top ten for 83.0%.
Compared with the prior quarter, 4 opened new positions, 23 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CWBC is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 2.39M | $64.11M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 1.14M | $30.52M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 942.92K | $21.22M | 0.00% | Hold |
| Geode Capital Management history | Q2 2026 | 616.97K | $16.58M | 0.00% | Add |
| Manulife Financial history | Q2 2026 | 338.45K | $9.09M | 0.01% | Hold |
| Arrowstreet Capital history | Q2 2026 | 326.58K | $8.77M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 296.13K | $7.95M | 0.00% | Hold |
| Two Sigma Investments history | Q2 2026 | 286.95K | $7.71M | 0.01% | New |
| Renaissance Technologies history | Q2 2026 | 259.32K | $6.97M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 221.53K | $5.95M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 209.61K | $5.63M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 169.41K | $4.55M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 155.83K | $4.19M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 130.45K | $3.50M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 101.85K | $2.74M | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 98.68K | $2.65M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 96.82K | $2.60M | 0.00% | Add |
| Prudential Financial history | Q2 2026 | 95.61K | $2.57M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 77.98K | $2.09M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 69.77K | $1.87M | 0.00% | Add |
New Positions (Q2 2026)
- Two Sigma Investments 286.95K sh · $7.71M
- Marshall Wace 101.85K sh · $2.74M
- D. E. Shaw & Co 51.34K sh · $1.38M
- JPMorgan Chase & Co 11.50K sh · $307.91K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.14M | 1.15M | 1.12M | 1.47M | 1.68M | 1.65M | 1.89M | 2.39M |
| Wellington Management Group | 253.42K | 185.84K | 185.84K | 185.10K | 184.68K | 184.68K | 179.68K | 134.59K | 134.59K | 134.59K | 113.08K | 89.33K | 89.33K | 89.33K | 152.19K | 155.64K | 158.64K | 164.62K | 302.80K | 1.14M |
| Geode Capital Management | 11.02K | 11.02K | 11.61K | 13.97K | 29.47K | 29.44K | 29.44K | 32.07K | 32.40K | 58.73K | 62.12K | 364.95K | 389.25K | 388.16K | 396.90K | 396.07K | 394.24K | 390.48K | 396.50K | 616.97K |
| Manulife Financial | — | — | — | — | — | — | — | — | — | 122.80K | 122.80K | 365.96K | 357.48K | 357.45K | 354.95K | 352.35K | 346.91K | 343.89K | 338.92K | 338.45K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | 14.53K | 69.56K | 45.99K | 24.56K | — | — | 14.57K | 37.15K | 70.81K | 326.58K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | 899 | 916 | 221.03K | 213.25K | 196.76K | 287.89K | 304.95K | 296.94K | 296.13K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | 16.83K | 32.45K | 23.07K | 24.20K | 42.36K | — | — | 286.95K |
| Renaissance Technologies | — | — | 15.30K | — | — | — | — | — | — | — | — | 62.34K | 58.65K | 58.81K | 56.24K | 58.95K | 90.01K | 167.01K | 143.71K | 259.32K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | 13.71K | 60.93K | 22.04K | 57.43K | 75.25K | — | 73.16K | 25.73K | 221.53K |
| Northern Trust Corp | 11.24K | 11.08K | 11.08K | 11.15K | 11.23K | 11.23K | 11.06K | 11.01K | 10.01K | 25.64K | — | 129.91K | 138.16K | 136.41K | 152.04K | 148.09K | 143.20K | 136.19K | 143.06K | 209.61K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 11.22K | 14.15K | 169.41K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | 38.14K | 50.28K | 47.59K | 38.07K | 41.47K | 70.77K | 83.77K | 155.83K |
| UBS Group AG | 2.48K | 3.93K | 3.65K | 3.08K | 3.67K | 3.90K | 2.62K | 2.19K | 2.19K | 5.53K | 2.19K | 6.92K | 9.71K | 32.28K | 10.51K | 7.60K | 15.57K | 8.81K | 25.08K | 130.45K |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 18.95K | 55.45K | 76.15K | 50.27K | — | 101.85K |
| Morgan Stanley | 17 | 1 | 298 | 41 | — | 2 | — | — | — | — | 276 | 24.17K | 52.40K | 42.39K | 41.12K | 67.91K | 64.56K | 79.29K | 96.96K | 98.68K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | 95.69K | 95.48K | 43.45K | 42.68K | 43.41K | 45.54K | 61.44K | 61.16K | 96.82K |
| Prudential Financial | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 22.65K | 95.61K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 13.13K | 42.77K | 56.07K | 68.01K | 77.98K |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | 47.47K | 46.80K | 48.42K | 48.45K | 50.16K | 48.69K | 48.17K | 42.58K | 69.77K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 51.34K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details