Wellington Management Group LLP Grows Stock Position in Community West Bancshares $CWBC

05 Sep 2026, 09:05 by Michael Walen · The Markets Daily

Wellington Management Group LLP increased its stake in Community West Bancshares (NASDAQ:CWBC – Free Report) by 275.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,136,107 shares of the financial services provider’s stock after buying an additional 833,312 shares during the quarter. Wellington Management Group LLP owned about 4.19% of Community West Bancshares worth $30,516,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of CWBC. Cubist Systematic Strategies LLC bought a new position in Community West Bancshares during the first quarter valued at $210,000. Jane Street Group LLC bought a new stake in shares of Community West Bancshares in the 1st quarter worth about $591,000. JPMorgan Chase & Co. lifted its holdings in shares of Community West Bancshares by 42.5% in the 2nd quarter. JPMorgan Chase & Co. now owns 21,357 shares of the financial services provider’s stock worth $417,000 after acquiring an additional 6,369 shares during the last quarter. Rhumbline Advisers boosted its stake in shares of Community West Bancshares by 46.2% during the 2nd quarter. Rhumbline Advisers now owns 25,850 shares of the financial services provider’s stock worth $504,000 after purchasing an additional 8,173 shares during the period. Finally, Hsbc Holdings PLC bought a new position in Community West Bancshares during the 2nd quarter valued at about $485,000. 33.80% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Jagroop Gill bought 4,770 shares of the stock in a transaction on Monday, August 10th. The stock was acquired at an average cost of $24.88 per share, for a total transaction of $118,677.60. Following the acquisition, the director owned 588,067 shares of the company’s stock, valued at $14,631,106.96. This represents a 0.82% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Over the last three months, insiders acquired 5,374 shares of company stock worth $133,078. Insiders own 9.03% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have issued reports on CWBC. Wall Street Zen upgraded Community West Bancshares from a “sell” rating to a “hold” rating in a research report on Sunday, May 17th. Weiss Ratings reissued a “buy (b)” rating on shares of Community West Bancshares in a research note on Friday, July 10th. Three equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $28.17.

View Our Latest Report on Community West Bancshares

Community West Bancshares Trading Up 0.8%

Shares of CWBC opened at $26.61 on Friday. The firm has a market capitalization of $721.93 million, a price-to-earnings ratio of 14.38 and a beta of 0.81. The company has a debt-to-equity ratio of 0.12, a current ratio of 0.89 and a quick ratio of 0.89. Community West Bancshares has a 1-year low of $19.78 and a 1-year high of $28.17. The company has a 50-day moving average of $26.23 and a 200 day moving average of $24.71.

Community West Bancshares (NASDAQ:CWBC – Get Free Report) last issued its earnings results on Thursday, July 23rd. The financial services provider reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.30 by $0.15. The business had revenue of $54.30 million for the quarter, compared to the consensus estimate of $55.65 million. Community West Bancshares had a net margin of 16.86% and a return on equity of 10.12%. On average, research analysts expect that Community West Bancshares will post 2.38 EPS for the current year.

Community West Bancshares Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 21st. Shareholders of record on Friday, August 7th were issued a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a yield of 1.8%. The ex-dividend date was Friday, August 7th. Community West Bancshares’s dividend payout ratio (DPR) is presently 25.95%.

About Community West Bancshares

(Free Report)

Community West Bancshares, Inc is the bank holding company for Community West Bank, headquartered in Goleta, California. Through its wholly owned subsidiary, the company offers a full suite of commercial and consumer banking services. Community West Bancshares focuses on providing personalized financial solutions to small and mid-sized businesses, professional practices, and individual customers in its service area.