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CWBC

CWBC

Community West Bancshares• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
28
Partial Q3 2026
Total 13F value
$7.1M
Filed positions so far
New positions
3
This quarter
Sold positions
2
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Principal Financial Group Inc

$2.7M105.3K0.00%+192.1%

Creative Planning

$1.8M67.4K0.00%-5.9%

Kestra Private Wealth Services, Llc

$1.1M42.2K0.01%+0.3%

Daytona Street Capital Llc

$314K11.8K0.22%Unchanged

Sharper & Granite Llc

$241K10.4K0.08%Unchanged

Rs Crum Inc.

$231K8.9K0.04%Unchanged

Elco Management Co., Llc

$229K8.8K0.11%Unchanged

Mraz, Amerine & Associates, Inc.

$215K8.2K0.03%Unchanged

Bfsg, Llc

$84K3.2K0.01%Unchanged

Dedora Capital, Inc.

$52K2.0K0.01%New Position

State Of Alaska, Department Of Revenue

$29K1.1K0.00%+53.3%

Farther Finance Advisors, Llc

$27K1.0K0.00%-68.8%

Sterling Capital Management Llc

$14K5440.00%+29.8%

Assetmark, Inc

$10K3910.00%+2.4%

Harbor Capital Advisors, Inc.

$9K3430.00%+5.5%

Sjs Investment Consulting Inc.

$8K3070.00%+3737.5%

Gamma Investing Llc

$5K1890.00%Unchanged

North Star Investment Management Corp.

$4K1500.00%Unchanged

Essential Partners Llc

$3K1300.00%Unchanged

Ifp Advisors, Inc

$3K1220.00%Unchanged

Versant Capital Management, Inc

$2K880.00%Unchanged

Physician Wealth Advisors, Inc.

$1K570.00%Unchanged

Root Financial Partners, Llc

$1K500.00%New Position

Massmutual Private Wealth & Trust, Fsb

$599230.00%Unchanged

True Wealth Design, Llc

$573220.00%Unchanged

Nisa Investment Advisors, Llc

$339130.00%Unchanged

Hughes Financial Services, Llc

$2610.00%New Position

Covestor Ltd

$0120.00%-25.0%

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