KCM
CWBC

Kennedy Capital Management’s Community West Bancshares CWBC Stock Holding History

Kennedy Capital Management’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,894
Closed -$275K – 611
2025
Q1 		$275K Sell
14,894
-103,825
-87% -$1.95M 0.01% 613
2024
Q4 		$2.3M Buy
118,719
+3,175
+3% +$63.2K 0.05% 491
2024
Q3 		$2.23M Sell
115,544
-16,816
-13% -$331K 0.05% 498
2024
Q2 		$2.45M Buy
132,360
+6,804
+5% +$119K 0.05% 481
2024
Q1 		$2.5M Buy
+125,556
New +$2.42M 0.05% 482
2023
Q2 		– Sell
-71,801
Closed -$1.48M – 669
2023
Q1 		$1.48M Sell
71,801
-176,815
-71% -$4.11M 0.04% 439
2022
Q4 		$5.27M Sell
248,616
-14,460
-5% -$282K 0.15% 248
2022
Q3 		$4.66M Buy
263,076
+2,427
+0.9% +$41.2K 0.14% 269
2022
Q2 		$3.78M Buy
260,649
+10,889
+4% +$199K 0.11% 326
2022
Q1 		$5.83M Buy
249,760
+977
+0.4% +$22.3K 0.14% 272
2021
Q4 		$5.17M Buy
248,783
+49,392
+25% +$1.05M 0.11% 337
2021
Q3 		$4.29M Sell
199,391
-41,544
-17% -$896K 0.1% 375
2021
Q2 		$4.86M Buy
+240,935
New +$4.82M 0.1% 361
2020
Q2 		– Sell
-87,325
Closed -$1.14M – 672
2020
Q1 		$1.14M Sell
87,325
-11,547
-12% -$206K 0.04% 545
2019
Q4 		$2.14M Sell
98,872
-64,343
-39% -$1.34M 0.05% 533
2019
Q3 		$3.32M Sell
163,215
-5,016
-3% -$103K 0.08% 436
2019
Q2 		$3.61M Buy
168,231
+18,242
+12% +$364K 0.09% 427
2019
Q1 		$2.93M Buy
149,989
+118,724
+380% +$2.33M 0.07% 478
2018
Q4 		$590K Sell
31,265
-171,860
-85% -$3.41M 0.01% 647
2018
Q3 		$4.39M Sell
203,125
-70,366
-26% -$1.51M 0.08% 441
2018
Q2 		$5.79M Buy
273,491
+6,707
+3% +$141K 0.11% 366
2018
Q1 		$5.22M Sell
266,784
-11,969
-4% -$239K 0.1% 379
2017
Q4 		$5.63M Buy
278,753
+57,772
+26% +$1.18M 0.1% 384
2017
Q3 		$4.93M Buy
220,981
+145,818
+194% +$3.04M 0.09% 423
2017
Q2 		$1.67M Buy
75,163
+732
+1% +$15.6K 0.03% 610
2017
Q1 		$1.53M Buy
74,431
+60,000
+416% +$1.22M 0.03% 624
2016
Q4 		$288K Buy
+14,431
New +$241K 0.01% 701

Other funds holding CWBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Kennedy Capital Management's CWBC Position: Q2 2025 in Review

Kennedy Capital Management sold out of Community West Bancshares (CWBC) in Q2 2025, closing a stake of 14,894 shares — an estimated $275K sold.

Kennedy Capital Management first reported a position in CWBC in Q4 2016 and held it in 27 quarters. The position peaked at $5.83M in Q1 2022. 96 funds tracked by Wall St. Rank hold CWBC as of Q2 2025.

  • Kennedy Capital Management reported no remaining Community West Bancshares position as of Q2 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 14,894 Community West Bancshares shares in Q2 2025, an estimated $275K.
  • Kennedy Capital Management first reported a position in Community West Bancshares in Q4 2016 and held it in 27 quarters.
  • Kennedy Capital Management's Community West Bancshares position peaked at $5.83M in Q1 2022.
  • 96 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2025.

Based on Kennedy Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.