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Community West Bancshares hedge fund holdings

CWBCNASDAQ
$26.53+0.29 (+1.11%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CWBC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+29.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252729$14.3M$9.22M87Aug 14, 2025
Q3 20253416$13.4M$6.89M94Nov 14, 2025
Q4 20253522$16.7M$12.4M107Feb 14, 2026
Q1 20265423$32M$11.1M122May 15, 2026
Q2 20268918$163M$44.2M138Aug 14, 2026

Quarterly action breakdown

Q2 2026
138 filers
New position
29
$30.4M+1.13M sh
Increased
60
$133M+4.95M sh
Reduced
9
-$3.75M-140K sh
Out / sold
9
-$40.4M-1.5M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Fourthstone LLCSell 100%-$31.7M$00.00%Aug 14, 2026
Wellington Management Group LLPAdded 275.21%+$22.4M$30.5M0.01%Aug 14, 2026
Bridgewealth Advisory Group, LLCAdded 1817.40%+$12.6M$13.3M2.51%Jul 27, 2026
Banc Funds Co LLCNew Buy+$6.46M$6.46M1.07%Aug 13, 2026
Systematic Financial Management LPAdded 21.82%+$2.41M$13.4M0.27%Aug 14, 2026
Arbiter Partners Capital Management LLCAdded 137.39%+$1.62M$2.8M0.74%Aug 19, 2026
Private Management Group IncReduce 8.32%-$1.18M$13M0.34%Jul 31, 2026
Destination Wealth ManagementNew Buy+$1.15M$1.15M0.03%Aug 14, 2026
Susquehanna Fundamental Investments, LLCAdded 160.60%+$868K$1.41M0.03%Aug 14, 2026
SageView Advisory Group, LLCAdded 93.87%+$662K$1.37M0.04%Aug 10, 2026
Potentia WealthSell 100%-$470K$00.00%Aug 13, 2026
Planning Center, Inc.New Buy+$437K$437K0.04%Jul 30, 2026
Empowered Funds, LLCNew Buy+$380K$380K0.00%Aug 17, 2026
Graham Capital Management, L.P.New Buy+$331K$331K0.01%Aug 14, 2026
Sequoia Financial Advisors, LLCNew Buy+$311K$311K0.00%Jul 17, 2026
Composition Wealth, LLCNew Buy+$279K$279K0.00%Jul 22, 2026
Thrivent Financial for LutheransSell 100%-$270K$00.00%Aug 14, 2026
R Squared LtdNew Buy+$254K$254K0.13%Aug 5, 2026
Mraz, Amerine & Associates, Inc.New Buy+$222K$222K0.03%Jul 16, 2026
Curi Capital, LLCNew Buy+$201K$201K0.00%Aug 14, 2026
Quantinno Capital Management LPAdded 23.95%+$168K$870K0.00%Aug 13, 2026
First Trust Advisors LPAdded 7.63%+$166K$2.34M0.00%Aug 11, 2026
Caldwell Sutter Capital, Inc.Added 6.14%+$122K$2.11M0.80%Aug 5, 2026
Hotchkis & Wiley Capital Management LLCAdded 0.65%+$48.3K$7.46M0.02%Aug 14, 2026
ELCO Management Co., LLCReduce 10.21%-$26.9K$236K0.10%Aug 11, 2026
Mendon Capital Advisors CorpReduce 4.03%-$26.9K$639K0.23%Aug 11, 2026
Amova Asset Management Americas, Inc.New Buy+$26.7K$26.7K0.00%Aug 13, 2026
BFSG, LLCReduce 14.33%-$14.5K$86.6K0.01%Jul 20, 2026
Cutler Capital Management, LLCReduce 0.28%-$12.1K$4.36M1.13%Aug 14, 2026
Assetmark, IncAdded 4144.44%+$10K$10.3K0.00%Jul 30, 2026
Kestra Private Wealth Services, LLCAdded 0.45%+$5.02K$1.13M0.01%Jul 28, 2026
Silver Grove Financial Group, Inc.New Buy+$2.69K$2.69K0.00%Aug 13, 2026
Summit Securities Group LLCSell 100%-$2.1K$00.00%Aug 3, 2026
Picton Mahoney Asset ManagementNew Buy+$1.96K$1.96K0.00%Aug 13, 2026
Channel Wealth LLCReduce 0.44%-$1.16K$259K0.06%Aug 4, 2026
Rialto Wealth Management, LLCNew Buy+$591$5910.00%Aug 11, 2026

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