CWBC at a glance
Community West Bancshares (CWBC, SEC CIK 1127371) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on July 27, 2026 and Form 4 insider filings as recently as September 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Community West Bancshares (CWBC) reported revenue of $185.7 million (up 15.8% from FY2024) and net income of $38.2 million. Diluted EPS was $2.00.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Community West Bancshares (CWBC) shares worth $214.5 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by CAGLE DAWN M on August 31, 2026 of 188 shares at $21.51 per share.
- In the last 90 days, CWBC insiders reported 6 open-market purchases ($139K) and 0 open-market sales ($0) on Form 4, a net purchase of $139K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $185.7M
- +15.8% vs prior year
- Insiders · 90 days
- 6 buys · 0 sells
- Net +$139K
- 13F holders
- 28 funds
- $214.5M · +2 vs prior quarter
- Latest 8-K
- Jul 27, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Second-quarter net income $2.70M vs $11.49M in Q1 2026; diluted EPS $0.10 vs $0.60
- Net interest margin 4.56% vs 4.30% in Q1 2026
- Gross loans increased $992.7M, or 38.91%, sequentially; acquired USB loans totaled $878.5M
- Deposits increased $977.9M, or 31.13%, sequentially; brokered deposits decreased $73.1M, or 14.30%
- Credit-loss provision $5.635M vs $90,000 sequentially; merger expenses $7.458M and securities losses $5.899M
Risk Factors
- No material changes to previously disclosed 10-K risk factors
- No newly triggered risk factor identified in the quarter
- No material regulatory, legal, or compliance risk update disclosed
- No operational, competitive, or market risk update disclosed
- No liquidity, debt maturity, currency, or concentration risk update disclosed
AI summary of the CWBC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Management investor meetings scheduled for July 28–29, 2026 at KBW Summer Bank Conference in New York City
- Investor presentation provided as Exhibit 99.1, likely containing the substantive company update
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Unaudited financial information and management discussion issued July 23, 2026
Item 8.01: Other Events
- $0.12 per-share cash dividend declared by Community West Bancshares
- August 7, 2026 record date; August 21, 2026 payment date
Item EX-99.1: Item EX-99.1
- USB merger adds $1.29B of assets, producing $4.98B pro forma assets and $4.18B of deposits
- CWB issued approximately 7.92M shares, with total consideration of $184.7M at a $23.30 share price
AI summaries of CWBC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CWBC
Don't miss the next CWBC filing
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- Fund moves. Which tracked funds opened, added or cut CWBC, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| CAGLE DAWN M | Buy | Aug 31, 2026 | 188 | $21.51 |
| LIVINGSTON SHANNON R | Buy | Aug 31, 2026 | 107 | $21.51 |
| STOVESAND KIRK | Buy | Aug 21, 2026 | 255 | $26.10 |
| LOKEY JAMES W | Buy | Aug 21, 2026 | 54.23 | $25.92 |
| GILL JAGROOP | Buy | Aug 10, 2026 | 4,770 | $24.88 |
| GILL JAGROOP | Buy | Jul 31, 2026 | 230 | $25.00 |
| STEVEN MCDONALD D | G | Jun 30, 2026 | 1,300 | - |
| LIVINGSTON SHANNON R | Buy | Jun 1, 2026 | 94 | $20.91 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $102.4M | $160.4M | $185.7M |
| Net Income | $25.5M | $7.7M | $38.2M |
| Net Margin | 24.9% | 4.8% | 20.6% |
| Balance Sheet | |||
| Total Assets | $2.4B | $3.5B | $3.7B |
| Equity | $207.1M | $362.7M | $409.6M |
| ROE | 12.3% | 2.1% | 9.3% |
| Per Share | |||
| EPS | - | $0.45 | $2.00 |
| Cash Flow | |||
| Operating CF | $27.9M | $22.2M | $46.1M |
| CapEx | $9.8M | $5.0M | $2.5M |
Source: XBRL data in Community West Bancshares (CWBC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CWBC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $214.5M |
| Q1 2026 | 26 | $117.1M |
| Q4 2025 | 21 | $108.6M |
| Q3 2025 | 20 | $102.8M |
| Q2 2025 | 22 | $89.4M |
| Q1 2025 | 18 | $53.9M |
| Q4 2024 | 14 | $52.2M |
| Q3 2024 | 11 | $31.6M |
- BlackRock+497.7K (+26%)
- State Street Corp+474.5K (+139%)
- Dimensional Fund Advisors+424.6K (+51%)
- Vanguard Capital Management LLC+331.0K (+44%)
- Citadel Advisors LLC+211.5K (+2109%)
- Bank of America Corp−15.3K (-35%)
- FMR LLC (Fidelity)−818 (-0%)
- U.S. Bancorp−13 (-0%)
- Two Sigma Investments+287.0K
- D.E. Shaw & Co+51.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 160 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CWBC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 8-K | May 29, 2026 | - | Analysis | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - |
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CWBC SEC filings: frequently asked questions
Are CWBC insiders buying or selling?
In the last 90 days, Community West Bancshares (CWBC) officers, directors and 10% owners reported 6 open-market purchases worth $138,834 by 5 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CWBC stock?
As of June 30, 2026, the largest Community West Bancshares (CWBC) holders among the 13F filers tracked by SignalX were BlackRock ($64.1 million), Dimensional Fund Advisors ($34.0 million), Vanguard Capital Management LLC ($28.9 million), State Street Corp ($21.9 million), FMR LLC (Fidelity) ($8.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CWBC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Community West Bancshares (CWBC) reported revenue of $185.7 million (up 15.8% from FY2024) and net income of $38.2 million. Diluted EPS was $2.00. The figures come from the XBRL data in the 10-K.
What did CWBC report in its latest 8-K?
Community West Bancshares (CWBC) filed an 8-K on July 27, 2026 reporting Item 7.01 (Regulation FD Disclosure). Management investor meetings scheduled for July 28–29, 2026 at KBW Summer Bank Conference in New York City.
What are the latest CWBC SEC filings?
Community West Bancshares (CWBC) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on July 27, 2026 and a Form 4 insider filing on September 1, 2026.
What is CWBC's SEC CIK number?
Community West Bancshares (CWBC)'s SEC Central Index Key (CIK) is 1127371. EDGAR lists every CWBC filing under that number.
Ask anything about CWBC
The research agent reads CWBC's filings, financials, insider trades and 13F holders, then answers with sources.