CWBC Hedge Fund Ownership (Q2 2026)

Community West Bancshares Ne (CWBC)

145 + Investors. Track Smart Money conviction in CWBC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CWBC

Based on 146 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added CWBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

146 hedge funds hold CWBC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +55% more funds vs a year ago

fund count last 6Q

+52 new funds entered over the past year (+55% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 77% buying

108 buying33 selling

Last quarter: 108 funds were net buyers (36 opened a brand new position + 72 added to an existing one). Only 33 were sellers (19 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~36 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 22 → 31 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 33% long-term, 41% new

■ 33% conviction (2yr+) ■ 26% medium ■ 41% new

Of the 146 current holders: 48 (33%) held >2 years, 38 held 1–2 years, and 60 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Value +62% but shares only +39% — price-driven

Value

+62%

+39%

Last quarter: the total dollar value of institutional holdings rose +62%, but actual share count only changed +39%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

10 → 10 → 22 → 31 → 36 new funds/Q

New funds entering each quarter: 10 → 22 → 31 → 36. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

📊

Mixed cohorts — 5% veterans, 45% new entrants

■ 5% veterans ■ 50% 1-2yr ■ 45% new

Of 146 current holders: 8 (5%) held 2+ years, 73 held 1–2 years, 65 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

41 of 145 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in CWBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	145	124	16.94%
13F Shares	16M	11M	39.23%
Total Value	$418M	$258M	62.11%
New Positions	36	31	+5
Increased Positions	71	45	+26
Closed Positions	14	17	-3
Reduced Positions	20	26	-6
Total Calls	1	0	100%
Total Puts	0	2	-100.0%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

145

124

16.94%

13F Shares

16M

11M

39.23%

Total Value

$418M

$258M

62.11%

New Positions

Increased Positions

+26

Closed Positions

-3

Reduced Positions

-6

Total Calls

100%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

145 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CWBC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CWBC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Bridgewealth Advisory Group, LLC	2.51%	494,690	$13.3M
2	PL Capital Advisors, LLC	2.46%	329,551	$8.9M
3	Cutler Capital Management, LLC	1.13%	162,139	$4.4M
4	Siena Capital Partners GP, LLC	0.83%	127,116	$3.4M
5	Caldwell Sutter Capital, INC.	0.80%	78,625	$2.1M
6	Arbiter Partners Capital Management LLC	0.74%	52,064	$1.4M
7	Private Management Group Inc	0.34%	485,589	$13.0M
8	Systematic Financial Management LP	0.27%	500,161	$13.4M
9	Platform Wealth Management, LLC	0.24%	24,791	$666K
10	Daytona Street Capital LLC	0.23%	11,850	$320K
11	Mendon Capital Advisors Corp	0.23%	23,796	$639K
12	Pinnacle Holdings, LLC	0.18%	21,906	$588K
13	R Squared Ltd	0.13%	9,469	$254K
14	ELCO Management Co., LLC	0.10%	8,796	$236K
15	Sharper & Granite LLC	0.09%	10,362	$278K
16	Channel Wealth LLC	0.06%	9,646	$259K
17	KERR FINANCIAL PLANNING Corp	0.05%	1,577	$42K
18	Integrated Quantitative Investments LLC	0.05%	10,632	$286K
19	Rs Crum INC.	0.04%	8,873	$238K
20	Planning Center, Inc.	0.04%	16,283	$437K
21	Mraz, Amerine & Associates, Inc.	0.03%	8,247	$222K
22	Destination Wealth Management	0.03%	42,723	$1.1M
23	Susquehanna Fundamental Investments, LLC	0.03%	52,414	$1.4M
24	XTX Topco Ltd	0.02%	65,966	$1.8M
25	SageView Advisory Group, LLC	0.02%	26,245	$612K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Community West Bancshares Ne (CWBC)

What does the Smart Money Trend signal show for CWBC?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CWBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CWBC?

More buyers than sellers — 77% buying: Last quarter: 108 funds were net buyers (36 opened a brand new position + 72 added to an existing one). Only 33 were sellers (19 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CWBC holders?

Elite ownership — 63% AUM from top-100 funds: 41 of 145 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in CWBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CWBC?

Mixed — 33% long-term, 41% new: Of the 146 current holders: 48 (33%) held >2 years, 38 held 1–2 years, and 60 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Community West Bancshares Ne (CWBC)

Smart Money Signals — CWBC

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +55% more funds vs a year ago

More buyers than sellers — 77% buying

Steady new buyers — ~36 new funds per quarter

Mixed — 33% long-term, 41% new

Value +62% but shares only +39% — price-driven

Acceleration phase — new buyers rushing in

Mixed cohorts — 5% veterans, 45% new entrants

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — CWBC

Hedge Fund Ownership: CWBC

Market Analysis: CWBC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CWBC

Hedge Fund Positioning: CWBC

Statistics: CWBC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Community West Bancshares Ne (CWBC)

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