Community West Bancshares
Community West Bancshares (CWBC) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CWBC · as of Mar 31, 2025
Ownership Breakdown
102
Institutional Holders
▲ 9 vs Q4
$175.86M
Total Inst. Value
▼ $7.04M vs Q4
19.03M
Shares Outstanding
freeFloat 77.31%
9.52M
13F Shares Held
▲ 73,616 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CWBC largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
FOURTHSTONE LLC state commercial banks | 1.80M | 9.48% | 9.48% | $33.18B | May 14, 2025 | ▲ 50.9K |
BLACKROCK, INC. state commercial banks | 1.12M | 5.90% | 5.90% | $20.66B | May 2, 2025 | ▼ 32.5K |
VANGUARD GROUP INC state commercial banks | 932.7K | 4.93% | 4.93% | $17.24B | May 9, 2025 | ▲ 28.3K |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 719.4K | 3.80% | 3.80% | $13.29B | May 13, 2025 | ▲ 29.8K |
PRIVATE MANAGEMENT GROUP INC state commercial banks | 550.1K | 2.91% | 2.91% | $10.17B | May 7, 2025 | ▼ 2.5K |
PL CAPITAL ADVISORS, LLC state commercial banks | 425.6K | 2.25% | 2.25% | $7.86B | May 13, 2025 | — held |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 396.9K | 2.10% | 2.10% | $7.34B | May 13, 2025 | ▲ 8.7K |
MANUFACTURERS LIFE INSURANCE COMPANY, THE state commercial banks | 354.9K | 1.87% | 1.87% | $6.56B | May 15, 2025 | ▼ 2.5K |
SYSTEMATIC FINANCIAL MANAGEMENT LP state commercial banks | 302.4K | 1.60% | 1.60% | $5.59B | May 14, 2025 | ▲ 2.4K |
AMERIPRISE FINANCIAL INC state commercial banks | 301.2K | 1.59% | 1.59% | $5.57B | May 14, 2025 | ▲ 12.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
20
Increased
+321.9K shares4
New Positions
first time holders19
Decreased
−203.0K shares0
Sold Out
fully exitedNet shares change (top 50)
+118.9K
+321.9K / −203.0K
Net new holders
+5
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CWBC insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
34
Buy transactions
17
Sell transactions
2.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
CAGLE DAWN M EXECUTIVE VICE PRESIDENT | Jun 1, 2026 | Purchase | 166 | $20.91 | $3.5K | 13.4K | Form 4 ↗ |
LIVINGSTON SHANNON R EXECUTIVE VICE PRESIDENT | Jun 1, 2026 | Purchase | 94 | $20.91 | $2.0K | 20.0K | Form 4 ↗ |
LIVINGSTON SHANNON R EXECUTIVE VICE PRESIDENT | May 30, 2026 | Tax Withhold | 907 | $24.01 | $21.8K | 19.9K | Form 4 ↗ |
CAGLE DAWN M EXECUTIVE VICE PRESIDENT | May 30, 2026 | Tax Withhold | 212 | $24.01 | $5.1K | 13.3K | Form 4 ↗ |
MARTIN JEFFREY MICHAEL EXECUTIVE VICE PRESIDENT | May 30, 2026 | Tax Withhold | 726 | $24.01 | $17.4K | 22.5K | Form 4 ↗ |
STOVESAND KIRK director | May 22, 2026 | Purchase | 257 | $23.90 | $6.1K | 82.6K | Form 4 ↗ |
MARTIN JEFFREY MICHAEL EXECUTIVE VICE PRESIDENT | May 17, 2026 | Tax Withhold | 603 | $23.20 | $14.0K | 23.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Community West Bancshares (CWBC) is primarily owned by institutional investors, who hold approximately 50.0% of total shares outstanding. Company insiders own approximately 22.69%, while retail and public investors account for the remaining 27.30%.
The largest institutional shareholder of Community West Bancshares is FOURTHSTONE LLC, holding approximately 1.80 million shares — equal to 9.48% of outstanding shares — as of March 31, 2025.
A total of 102 institutional investors currently hold CWBC stock, with a combined institutional value of approximately $175,856,711 as of the most recent 13F filing period.
Frequently asked questions
CWBC ownershipCommunity West Bancshares (CWBC) is primarily owned by institutional investors, who hold approximately 50.0% of shares. The largest shareholder is FOURTHSTONE LLC with a 9.48% stake. Company insiders hold 22.69%. Data sourced from SEC Form 13F as of March 31, 2025.