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Community West Bancshares: which funds bought and sold

Institutions that bought and sold Community West Bancshares shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 108 institutions that filed 13F reports for both quarters added to or opened positions in Community West Bancshares, and 31 cut or closed them. Together they added a net 4.5M shares, +40.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.3M shares (+126.9%); index fund managers were net buyers of 1.8M shares (+47.4%). 33 opened a new position and 12 sold out entirely.

Bought, Q2 2026 108 institutions, 33 of them new holders Sold, Q2 2026 31 institutions, 12 of them sold out
Net change, all compared +4.5M shares (+40.3%)
Net change, active managers +2.3M shares (+126.9%), 23 bought, 3 sold

Buyers versus sellers

institutions compared, 158
Active managers and hedge funds 23 bought · 3 sold · +2.3M
Index fund managers 10 bought · 0 sold · +1.8M
Other institutions 75 bought · 28 sold · +392K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager +833K +275.2% 1.1M $30.5M
Blackrock, Inc. Index funds +498K +26.3% 2.4M $64.1M
State Street Corp Index funds +474K +139.1% 816K $21.9M
Bridgewealth Advisory Group, LLC +469K +1817.4% 495K $13.3M
Dimensional Fund Advisors LP +425K +50.5% 1.3M $34M
Vanguard Capital Management LLC Index funds +331K +44.4% 1.1M $28.9M
Two Sigma Investments, LP Hedge fund +287K New position 287K $7.7M
Arrowstreet Capital, Limited Partnership Hedge fund +256K +361.2% 327K $8.8M
Geode Capital Management, LLC Index funds +220K +55.6% 617K $16.6M
Citadel Advisors LLC Hedge fund +212K +2109.3% 222K $6M
Franklin Resources Inc Active manager +155K +1096.8% 169K $4.6M
Squarepoint Ops LLC Hedge fund +150K New position 150K $4M
Renaissance Technologies LLC Hedge fund +116K +80.5% 259K $7M
Vanguard Portfolio Management LLC Index funds +109K +112.5% 206K $5.5M
UBS Group AG +105K +420.2% 130K $3.5M
Marshall Wace, LLP Hedge fund +102K New position 102K $2.7M
Systematic Financial Management LP +90K +21.8% 500K $13.4M
Prudential Financial Inc +73K +322.1% 96K $2.6M
Goldman Sachs Group Inc +72K +86.0% 156K $4.2M
Alliancebernstein L.P. Active manager +67K New position 67K $1.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Fourthstone LLC −1.4M Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −65K Sold out 0 —
Private Management Group Inc −44K −8.3% 486K $13M
Algert Global LLC Hedge fund −42K −43.1% 56K $1.5M
Sei Investments Co −33K −46.6% 38K $1M
Drw Securities, LLC −25K Sold out 0 —
HSBC Holdings PLC −21K Sold out 0 —
Potentia Wealth −20K Sold out 0 —
Susquehanna International Group, LLP −18K Sold out 0 —
Bank Of America Corp −15K −35.4% 28K $748,159
Thrivent Financial For Lutherans −12K Sold out 0 —
Simplex Trading, LLC −2,678 Sold out 0 —
Elco Management Co., LLC −1,000 −10.2% 8,796 $236,261
Mendon Capital Advisors Corp −1,000 −4.0% 24K $639,161
FMR LLC Active manager −818 −0.3% 296K $8M
California State Teachers Retirement System −583 −64.3% 323 $8,676
Bfsg, LLC −539 −14.3% 3,223 $86,570
Manufacturers Life Insurance Company, The −469 −0.1% 338K $9.1M
Cutler Capital Management, LLC −451 −0.3% 162K $4.4M
Ieq Capital, LLC −273 −3.1% 8,440 $226,687

New positions

largest by value
InstitutionSharesValue June 30, 2026
Two Sigma Investments, LPHedge fund 287K $7.7M
Squarepoint Ops LLCHedge fund 150K $4M
Marshall Wace, LLPHedge fund 102K $2.7M
Alliancebernstein L.P.Active manager 67K $1.6M
D. E. Shaw & Co., Inc.Hedge fund 51K $1.4M
HRT Financial LP 46K $1.2M
Destination Wealth Management 43K $1.1M
Cerity Partners LLC 32K $862,180
Quantbot Technologies LPHedge fund 21K $560,541
Private Advisor Group, LLC 20K $533,681

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Fourthstone LLC 1.4M $31.7M
Qube Research & Technologies LtdHedge fund 65K $1.5M
Drw Securities, LLC 25K $586,647
HSBC Holdings PLC 21K $491,833
Potentia Wealth 20K $469,775
Susquehanna International Group, LLP 18K $413,365
Thrivent Financial For Lutherans 12K $270,000
Simplex Trading, LLC 2,678 $62,397
Quadrant Capital Group LLC 143 $3,332
Summit Securities Group LLC 90 $2,097

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
147
Ten largest holders
58.4%
of 13F-reported shares
Index fund managers
35.6%
of 13F-reported shares
Active managers and hedge funds
26.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 3 10 1 +2.3M +126.9%
Index fund managers 10 0 1 0 +1.8M +47.4%
Other institutions 75 28 22 11 +392K +7.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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