$CWBC

$25.94 -$0.17 (0.65%) Close

$CWBC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 27.1M shares outstanding

Who owns CWBC?

By type of holder

Institutions 57.4% Insiders 2.9% Everyone else 39.7%

Concentration Top 10 holders own 34.6%

BlackRock, Inc. 8.8% · Dimensional Fund Advisors LP 4.7%

Institutional ownership

57.4%

+16.3 pts vs last qtr

Institutional holders

147

+20 vs last qtr

Net shares bought

+4.4M

by institutions in Q2 2026

New / sold out

35 / 15

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Wellington Management Group LLP +833.3K
BlackRock, Inc. +497.7K

Biggest sellers in Q2 2026

Fourthstone LLC SOLD OUT −1.4M
Qube Research & Technologies Ltd SOLD OUT −65.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Community West Bancshares in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+66.8%

+5.85% a year

Each share's claim on the business

−40.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$48.2M vs $6.41M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years83% Under 1 year17%

Quarterly turnover

34.9%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting CWBC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	2.4M	8.80%	+497.7K (+26.3%)	2024	0.0%
Shares held by quarter Peak holding2.4M (Q2'26) Change over 8 quarters+1.2M Share of the company8.800% BlackRock, Inc.'s full portfolio →
F Fourthstone LLC	—	—	SOLD OUT	—	0.0%
Shares held by quarter Peak holding1.9M (Q3'24) Change over 8 quarters−1.9M Fourthstone LLC's full portfolio →

BlackRock, Inc.

2.4M

% of company

8.80%

Change vs last qtr

+497.7K (+26.3%)

Held since

2024

Fourthstone LLC

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

28 more super investors behind a free account

See every manager holding Community West Bancshares, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CWBC on Form N-PORT; together they hold 24.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$21.1M	786.7K	2.90%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$18M	670.5K	2.47%	0.02%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$21.1M

% of company

2.90%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$18M

% of company

2.47%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Community West Bancshares and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CD Cunningham Daniel N Insider	613.3K	2.26%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.260% Cunningham Daniel N's insider activity →
MS Mcdonald Steven D Insider	171.9K	0.63%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.630% Mcdonald Steven D's insider activity →

Cunningham Daniel N

Insider

613.3K

% of company

2.26%

Change vs last qtr

—

Held since

—

Mcdonald Steven D

Insider

171.9K

% of company

0.63%

Change vs last qtr

—

Held since

—

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