CWBCNasdaqState Commercial BanksFiscal year ends December 31
Community West Bancshares
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$25.21−0.54 (-2.10%)
Close on Oct 19, 2026
- Market cap
- $683.42M
- P/E (TTM)
- 13.6
- Dividend yield
- 1.90%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
57.8%
16M of 27M shares
Institutional holders
148
35 new, 12 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
23 buys · 0 sales
Net bought $241.23K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,370,476 | 5.10% | 13G (passive) | Sep 30, 2026 |
| L. Phillip Stone, IV | 1,310,897 | 6.84% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 1,143,463 | 6.00% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CWBC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,386,807 | 8.80% | $64.11M | +497,741 | 0.00% |
| Dimensional Fund Advisors LP | 1,265,092 | 4.66% | $33.98M | +424,638 | 0.01% |
| Wellington Management Group Llp | 1,136,107 | 4.19% | $30.52M | +833,312 | 0.01% |
| Vanguard Capital Management LLC | 1,075,657 | 3.96% | $28.89M | +330,969 | 0.00% |
| State Street Corp | 815,651 | 3.01% | $21.91M | +474,469 | 0.00% |
| Geode Capital Management, LLC | 616,973 | 2.27% | $16.58M | +220,473 | 0.00% |
| Systematic Financial Management LP | 500,161 | 1.84% | $13.43M | +89,583 | 0.27% |
| Bridgewealth Advisory Group, LLC | 494,690 | 1.82% | $13.29M | +468,890 | 2.51% |
| Private Management Group Inc | 485,589 | 1.79% | $13.04M | −44,056 | 0.34% |
| American Century Companies Inc | 385,572 | 1.42% | $10.36M | +54,519 | 0.00% |
| Manufacturers Life Insurance Company, The | 338,451 | 1.25% | $9.09M | −469 | 0.01% |
| PL Capital Advisors, LLC | 329,551 | 1.21% | $8.85M | – | 2.46% |
| Arrowstreet Capital, Limited Partnership | 326,583 | 1.20% | $8.77M | +255,769 | 0.00% |
| FMR LLC | 296,127 | 1.09% | $7.95M | −818 | 0.00% |
| Two Sigma Investments, LP | 286,953 | 1.06% | $7.71M | New | 0.01% |
| Hotchkis & Wiley Capital Management LLC | 277,860 | 1.02% | $7.46M | +1,800 | 0.02% |
| Renaissance Technologies LLC | 259,325 | 0.96% | $6.97M | +115,617 | 0.01% |
| Citadel Advisors LLC | 221,531 | 0.82% | $5.95M | +211,504 | 0.00% |
| Northern Trust Corp | 209,607 | 0.77% | $5.63M | +66,551 | 0.00% |
| Vanguard Portfolio Management LLC | 205,949 | 0.76% | $5.53M | +109,031 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 148 | 16M | 57.8% | 35 / 75 | 19 / 12 | 6M | 2M |
| Q1 2026 | 127 | 11M | 41.1% | 33 / 45 | 27 / 13 | 2M | 1M |
| Q4 2025 | 111 | 10M | 37.6% | 20 / 36 | 33 / 9 | 1M | 1M |
| Q3 2025 | 100 | 10M | 37.2% | 10 / 36 | 27 / 6 | 1M | 0M |
| Q2 2025 | 96 | 10M | 36.1% | 10 / 36 | 30 / 13 | 1M | 0M |
| Q1 2025 | 100 | 10M | 35.2% | 12 / 29 | 33 / 2 | 1M | 0M |
| Q4 2024 | 91 | 9M | 34.8% | 15 / 34 | 21 / 6 | 1M | 1M |
| Q3 2024 | 83 | 9M | 34.3% | 12 / 21 | 26 / 5 | 2M | 0M |
| Q2 2024 | 77 | 9M | 33.2% | 77 / 0 | 0 / 3 | 9M | 0M |
| Q1 2024 | 3 | 0M | 0.1% | 3 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CWBC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 786,665 | 2.90% | $21.13M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 670,545 | 2.47% | $18.01M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 308,820 | 1.14% | $7.41M | 0.03% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 289,311 | 1.07% | $7.77M | 0.16% | Jun 30, 2026 |
| Select Banking Portfolio | 285,900 | 1.05% | $6.86M | 1.52% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 264,473 | 0.97% | $7.10M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 262,864 | 0.97% | $6.58M | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 245,375 | 0.90% | $6.14M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 204,439 | 0.75% | $5.49M | 0.04% | Jun 30, 2026 |
| Regional Bank Fund | 183,327 | 0.68% | $4.59M | 0.48% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 169,440 | 0.62% | $4.24M | 0.03% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 157,440 | 0.58% | $3.78M | 0.07% | May 29, 2026 |
| Dimensional U.S. Targeted Value ETF | 135,615 | 0.50% | $3.39M | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 120,425 | 0.44% | $3.01M | 0.02% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 118,011 | 0.43% | $2.83M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| James J. Kim | CEO and PRESIDENT, Director | 58,849 | 0.22% | May 8, 2026 |
| Shannon R. Livingston | EXECUTIVE VICE PRESIDENT | 20,092 | 0.07% | Sep 1, 2026 |
| Dawn M. Cagle | EXECUTIVE VICE PRESIDENT | 13,632 | 0.05% | Sep 1, 2026 |
| Jeffrey Michael Martin | EXECUTIVE VICE PRESIDENT | 22,472 | 0.08% | Jun 1, 2026 |
| Hinson Michael Thomas | EXECUTIVE VICE PRESIDENT | 3,694 | 0.01% | May 8, 2026 |
| Timothy Joseph Stronks | EXECUTIVE VICE PRESIDENT | 25,090 | 0.09% | May 8, 2026 |
| Blaine Lauhon | EXECUTIVE VICE PRESIDENT | 25,271 | 0.09% | May 12, 2025 |
| Patrick A. Luis | EXECUTIVE VICE PRESIDENT | 25,030 | 0.09% | Mar 6, 2025 |
| James W. Lokey | Director | 15,229 | 0.06% | Aug 24, 2026 |
| Kirk Stovesand | Director | 82,844 | 0.31% | Aug 21, 2026 |
| Jagroop Gill | Director | 588,067 | 2.17% | Aug 10, 2026 |
| McDonald D. Steven | Director | 325,486 | 1.20% | Jul 1, 2026 |
| Daniel J. Doyle | Director | 99,997 | 0.37% | May 8, 2026 |
| Andriana D. Majarian | Director | 20,868 | 0.08% | May 8, 2026 |
| Robert Bartlein | Director | 442,696 | 1.63% | May 8, 2026 |
| Martin E. Plourd | Director | 137,254 | 0.51% | May 8, 2026 |
| Dora Westerlund | Director | 13,908 | 0.05% | May 8, 2026 |
| Robert j. Flautt | Director | 33,833 | 0.12% | May 8, 2026 |
| Dorothea D. Silva | Director | 12,310 | 0.05% | May 8, 2026 |
| Frank T. Elliott IV | Director | 80,294 | 0.30% | May 8, 2026 |
| Daniel N. Cunningham | Director | 317,381 | 1.17% | May 12, 2025 |
| Tom Dobyns | Director | 7,194 | 0.03% | May 12, 2025 |
| William S. Smittcamp | Director | 172,597 | 0.64% | May 12, 2025 |
| Suzanne Marie Chadwick | Director | 5,118 | 0.02% | May 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Shannon R. Livingston EXECUTIVE VICE PRESIDENT | Aug 31, 2026 | Buy | +107 | $21.51 | $2.30K | 20,092 |
| Dawn M. Cagle EXECUTIVE VICE PRESIDENT | Aug 31, 2026 | Buy | +188 | $21.51 | $4.04K | 13,632 |
| James W. Lokey Director | Aug 21, 2026 | Buy | +54.23 | $25.92 | $1.41K | 15,229 |
| Kirk Stovesand Director | Aug 21, 2026 | Buy | +255 | $26.10 | $6.66K | 82,844 |
| Jagroop Gill Director | Aug 10, 2026 | Buy | +4,770 | $24.88 | $118.68K | 588,067 |
| Jagroop Gill Director | Jul 31, 2026 | Buy | +230 | $25.00 | $5.75K | 583,297 |
| McDonald D. Steven Director | Jun 30, 2026 | Gift | −1,300 | – | – | 308,365 |
| Dawn M. Cagle EXECUTIVE VICE PRESIDENT | Jun 1, 2026 | Buy | +166 | $20.91 | $3.47K | 13,444 |
| Shannon R. Livingston EXECUTIVE VICE PRESIDENT | Jun 1, 2026 | Buy | +94 | $20.91 | $1.97K | 19,985 |
| Dawn M. Cagle EXECUTIVE VICE PRESIDENT | May 30, 2026 | Tax withholding | −212 | $24.01 | $5.09K | 13,278 |
| Shannon R. Livingston EXECUTIVE VICE PRESIDENT | May 30, 2026 | Tax withholding | −907 | $24.01 | $21.78K | 19,891 |
| Jeffrey Michael Martin EXECUTIVE VICE PRESIDENT | May 30, 2026 | Tax withholding | −726 | $24.01 | $17.43K | 22,472 |
| Kirk Stovesand Director | May 22, 2026 | Buy | +257 | $23.90 | $6.14K | 82,589 |
| Jeffrey Michael Martin EXECUTIVE VICE PRESIDENT | May 17, 2026 | Tax withholding | −603 | $23.20 | $13.99K | 23,198 |
| Jeffrey Michael Martin EXECUTIVE VICE PRESIDENT | May 7, 2026 | Tax withholding | −816 | $24.17 | $19.72K | 23,801 |
| Shannon R. Livingston EXECUTIVE VICE PRESIDENT | May 7, 2026 | Tax withholding | −850 | $24.17 | $20.54K | 20,798 |
| Dawn M. Cagle EXECUTIVE VICE PRESIDENT | May 7, 2026 | Tax withholding | −234 | $24.17 | $5.66K | 13,490 |
| Dorothea D. Silva Director | May 5, 2026 | Buy | +150 | $23.57 | $3.54K | 12,310 |
| Dorothea D. Silva Director | May 4, 2026 | Buy | +15 | $23.78 | $357 | 12,160 |
| Martin E. Plourd PRESIDENT, Director | May 1, 2026 | Option exercise | +7,900 | $18.93 | $149.55K | 137,254 |
| Martin E. Plourd PRESIDENT, Director | May 1, 2026 | Option exercise | +3,160 | $14.21 | $44.90K | 74,950 |
| Martin E. Plourd PRESIDENT, Director | May 1, 2026 | Option exercise | +12,831 | $12.81 | $164.37K | 87,781 |
| Martin E. Plourd PRESIDENT, Director | May 1, 2026 | Option exercise | +6,102 | $13.66 | $83.35K | 93,883 |
| Martin E. Plourd PRESIDENT, Director | May 1, 2026 | Option exercise | +15,800 | $16.67 | $263.39K | 109,683 |
| Martin E. Plourd PRESIDENT, Director | May 1, 2026 | Option exercise | +948 | $8.79 | $8.33K | 110,631 |
| Martin E. Plourd PRESIDENT, Director | May 1, 2026 | Option exercise | +9,243 | $13.33 | $123.21K | 119,874 |
| Martin E. Plourd PRESIDENT, Director | May 1, 2026 | Option exercise | +9,480 | $13.84 | $131.20K | 129,354 |
| Martin E. Plourd PRESIDENT, Director | May 1, 2026 | Tax withholding | −40,746 | $23.77 | $968.53K | 71,790 |
| Kirk Stovesand Director | Apr 7, 2026 | Option exercise | +2,370 | $14.85 | $35.19K | 82,332 |
| Dora Westerlund Director | Apr 1, 2026 | Award | +13,908 | – | – | 13,908 |
| Jagroop Gill Director | Apr 1, 2026 | Award | +583,067 | – | – | 583,067 |
| Timothy Joseph Stronks EXECUTIVE VICE PRESIDENT | Mar 13, 2026 | Option exercise | +15,800 | $16.35 | $258.33K | 25,090 |
| Jeffrey Michael Martin EXECUTIVE VICE PRESIDENT | Feb 27, 2026 | Buy | +206 | $20.65 | $4.25K | 24,617 |
| James J. Kim CEO, Director | Feb 27, 2026 | Buy | +1,089 | $20.65 | $22.49K | 58,849 |
| Martin E. Plourd PRESIDENT, Director | Feb 27, 2026 | Buy | +282 | $20.65 | $5.82K | 112,536 |
| Shannon R. Livingston EXECUTIVE VICE PRESIDENT | Feb 27, 2026 | Buy | +266 | $20.65 | $5.49K | 21,648 |
| Dawn M. Cagle EXECUTIVE VICE PRESIDENT | Feb 27, 2026 | Buy | +351 | $20.65 | $7.25K | 13,724 |
| Kirk Stovesand Director | Feb 23, 2026 | Option exercise | +1,350 | $13.08 | $17.66K | 79,962 |
| Kirk Stovesand Director | Feb 20, 2026 | Buy | +376 | $24.50 | $9.21K | 78,612 |
| James J. Kim CEO, Director | Feb 1, 2026 | Tax withholding | −388 | $23.97 | $9.30K | 58,185 |
| James J. Kim CEO, Director | Feb 1, 2026 | Tax withholding | −425 | $23.97 | $10.19K | 57,760 |
| James W. Lokey Director | Jan 28, 2026 | Buy | +500 | $23.29 | $11.65K | 15,175 |
| James J. Kim CEO, Director | Jan 23, 2026 | Tax withholding | −841 | $23.85 | $20.06K | 58,573 |
| James J. Kim CEO, Director | Jan 20, 2026 | Tax withholding | −764 | $23.19 | $17.72K | 59,414 |
| Frank T. Elliott IV Director | Dec 29, 2025 | Gift | +6,500 | – | – | 6,500 |
| Frank T. Elliott IV Director | Dec 29, 2025 | Gift | −13,001 | – | – | 67,293 |
| Frank T. Elliott IV Director | Dec 29, 2025 | Gift | +6,501 | – | – | 6,501 |
| Martin E. Plourd PRESIDENT, Director | Dec 16, 2025 | Gift | −500 | – | – | 112,254 |
| Shannon R. Livingston EXECUTIVE VICE PRESIDENT | Nov 28, 2025 | Buy | +84 | $19.19 | $1.61K | 21,382 |
| Martin E. Plourd PRESIDENT, Director | Nov 28, 2025 | Buy | +316 | $19.19 | $6.06K | 112,754 |
| Dawn M. Cagle EXECUTIVE VICE PRESIDENT | Nov 28, 2025 | Buy | +159 | $19.19 | $3.05K | 13,373 |
| Jeffrey Michael Martin EXECUTIVE VICE PRESIDENT | Nov 28, 2025 | Buy | +75 | $19.19 | $1.44K | 24,411 |
| Kirk Stovesand Director | Nov 14, 2025 | Buy | +402 | $21.37 | $8.59K | 78,236 |
| Martin E. Plourd PRESIDENT, Director | Oct 17, 2025 | Option exercise | +19,751 | $8.98 | $177.36K | 112,438 |
| Kirk Stovesand Director | Sep 12, 2025 | Option exercise | +2,600 | $13.08 | $34.01K | 77,834 |
| Dawn M. Cagle EXECUTIVE VICE PRESIDENT | Aug 29, 2025 | Buy | +222 | $16.02 | $3.56K | 13,214 |
| Shannon R. Livingston EXECUTIVE VICE PRESIDENT | Aug 29, 2025 | Buy | +118 | $16.02 | $1.89K | 21,298 |
| Martin E. Plourd PRESIDENT, Director | Aug 29, 2025 | Buy | +441 | $16.02 | $7.06K | 92,687 |
| Jeffrey Michael Martin EXECUTIVE VICE PRESIDENT | Aug 29, 2025 | Buy | +104 | $16.02 | $1.67K | 24,336 |
| Dorothea D. Silva Director | Aug 29, 2025 | Buy | +17 | $21.29 | $362 | 12,145 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Steven D. McDonald Officer, Director | Dec 17, 2024 | 28,136 | $607.74K | Dec 13, 2024 | Purchased son's stock from custodial account |
| Patrick A. Luis Officer | Aug 1, 2024 | 1,650 | $33.83K | Aug 1, 2024 | Open Market Purchase |