CWBC / Community West Bancshares - 机构投资人持股 - 买家

社区西银行股

机构和基金投资人持股 - 买家

在社区西银行股中开设新头寸的主要持有者包括 汇丰控股有限公司, 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合, Trexquant 投资有限责任公司, BDSIX - 贝莱德优势小型核心基金机构股, Aqr资本管理有限公司, PSGIX - 贝莱德优势小型股成长基金机构, 雷蒙德詹姆斯金融公司, 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio, AVFIX - 美国灯塔小型价值基金机构类别, DFSU - 维度美国可持续发展核心 1 ETF, 琼斯金融公司有限责任公司, IFP 顾问公司, 哈特兰有限公司, 和 EverSource 财富顾问有限责任公司 .

本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。

升级以解锁高级数据。

文件日期 来源 投资者 类型 平均价格
(Est)		 股份 Δ 股份
(%)		 报告
价值
($1000)		 Δ 价值
(%)		 投资组合配置
(%)
2025-06-26 NP DFAS - 维度美国小型股 ETF 43,760 5.87 766 -4.97
2025-08-18 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 111 2
2025-07-24 13F IFP 顾问公司 55 1
2025-06-27 NP AVFIX - 美国灯塔小型价值基金机构类别 1,400 24
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 669 13
2025-08-28 NP IWC - iShares 微型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,838 0.02 738 5.58
2025-08-26 NP EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类 507 9.03 10 12.50
2025-08-14 13F 阿默普莱斯金融公司 301,256 0.02 5,878 5.59
2025-08-14 13F/A 巴克莱银行 59,963 252.79 1
2025-08-26 NP 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 23,563 460
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 123 70.83 2 100.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 501 10
2025-08-26 NP NSIDX - 北方小盘股指数基金 7,971 7.79 156 13.97
2025-08-14 13F 美国银行 /de/ 32,651 195.43 637 212.25
2025-08-14 13F 联伯恩斯坦有限责任公司 31,180 19.29 608 25.88
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 1,325 23
2025-08-28 NP SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 499 66.89 10 80.00
2025-08-27 NP 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio 1,875 37
2025-08-07 13F 康纳克拉克伦投资管理有限公司 49,747 7.88 971 13.85
2025-08-07 13F 奥尔沃斯金融有限公司 7,029 0.20 137 13.22
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 3,558 17.08 69 23.21
2025-08-26 NP PSGIX - 贝莱德优势小型股成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,961 97
2025-08-27 13F/A 布林克资本投资有限公司 28,321 4.08 553 9.96
2025-06-26 NP DFSVX - 美国小盘价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88,862 7.63 1,555 -3.36
2025-07-28 NP HDG - ProShares 对冲复制 ETF 22 10.00 0
2025-08-08 13F 哈特兰有限公司 16 0
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 3,585 7.56 70 13.11
2025-08-12 13F 贝莱德公司 1,472,427 31.73 28,727 39.07
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 5 25.00 0
2025-09-04 13F/A 顾问集团控股公司 364 1,113.33 7
2025-07-25 13F CWM有限公司 896 261.29 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 631 12
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 2,075 40
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 554 11
2025-08-04 13F Bridgewealth 咨询集团有限责任公司 25,800 110.78 503 122.57
2025-08-13 13F 汇丰控股有限公司 24,884 485
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 1,979 39
2025-08-05 13F 纽约梅隆银行 43,408 1.70 847 7.36
2025-08-13 13F 马歇尔·韦斯律师事务所 55,451 192.59 1,082 208.86
2025-08-13 13F 系统财务管理有限公司 308,375 1.96 6,016 7.66
2025-08-13 13F EverSource 财富顾问有限责任公司 3 0
2025-08-29 NP JADMX - 小盘机会信托资产净值 1,200 100.00 23 109.09
2025-08-12 13F 摩根大通公司 21,357 42.49 417 50.72
2025-08-12 13F Trexquant 投资有限责任公司 15,764 308
2025-08-14 13F Citadel 顾问有限公司 75,253 46.88 1,468 55.18
2025-08-22 NP FECGX - 富达小盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,050 40
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 69 6.15 1 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 3,550 77.50 69 91.67
2025-07-24 NP FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93,578 0.15 1,666 -7.60
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 1,604 9.79 31 19.23
2025-06-26 NP FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,055 11.05 53 0.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 731 14
2025-06-27 NP RSSL - Global X Russell 2000 ETF 10,324 5.88 181 -5.26
2025-07-28 NP AVSC - Avantis 美国小盘股 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,656 24.31 546 14.74
2025-08-11 13F 先锋集团公司 951,049 1.97 18,555 7.65
2025-08-14 13F 道富银行 316,253 19.87 6,170 26.56
2025-08-15 13F 摩根士丹利 67,906 65.13 1,325 74.44
2025-07-29 NP VRTIX - Vanguard Russell 2000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 85,633 10.95 1,524 2.42
2025-06-24 NP SWSSX - 嘉信小盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41,609 0.05 728 -10.12
2025-07-24 NP BDSIX - 贝莱德优势小型核心基金机构股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,381 238
2025-08-26 NP QABA - First Trust 纳斯达克 ABA 社区银行指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,165 6.98 237 12.86
2025-08-14 13F 雷蒙德詹姆斯金融公司 2,366 46
2025-06-26 NP DFFVX - 美国目标价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 103,483 11.39 1,811 0.00
2025-08-14 13F Aqr资本管理有限公司 13,133 256
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,792 562
2025-08-13 13F 文艺复兴科技有限公司 58,945 4.80 1,150 10.68
2025-08-14 13F 美世全球顾问公司 /adv 21,745 0.21 424 5.74
2025-08-12 13F 维度基金顾问有限公司 768,796 6.87 14,999 12.82
2025-08-08 13F/A 斯特林资本管理有限公司 377 29.11 7 40.00
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 2,553 0.63 45 -6.25
2025-08-15 13F 塔尔研究资本有限责任公司（TRC） 3,237 75.54 63 85.29
2025-08-14 13F 黑枫资本管理有限公司 13,415 262
2025-08-14 13F 两西格码投资有限合伙人 24,205 4.94 472 10.80
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 1,924 2.56 34 -8.33
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 2,074 24.34 37 12.50
2025-08-13 13F 琼斯金融公司有限责任公司 116 2
2025-08-12 13F Legal & General 集团有限公司 1,528 4.44 30 7.41
2025-08-12 13F 恒线顾问公司 25,850 46.24 504 54.60
2025-08-22 NP 哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 小盘价值基金 1 类 55,559 2.77 1,084 8.41
2025-08-12 13F 普利股权公司 0 0
2025-08-07 13F Kestra 私人财富服务有限公司 24,117 0.45 471 6.09
2025-07-28 NP VCSLX - 小盘股指数基金 7,196 11.31 128 3.23
2025-08-12 13F 嘉信理财投资管理公司 50,159 3.53 979 9.27
2025-07-24 NP FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,787 6.03 423 -2.08
2025-08-14 13F 惠灵顿管理集团有限责任公司 155,636 2.27 3,036 7.97
2025-08-26 NP TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,537 7.03 30 11.54
2025-07-24 NP FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,153 7.23 590 -1.01
2025-06-26 NP DFSTX - 美国小型股投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66,362 9.21 1,161 -1.94
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 5,683 11.15 111 17.02
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 37,846 67.70 662 50.80
2025-08-13 13F 第一信托顾问有限公司 12,165 6.98 237 12.86
2025-07-31 13F 尼萨投资顾问有限公司 13 160.00 0
2025-08-14 13F 富国银行/百万 19,568 38.19 382 45.98
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 2,713 8.82 53 13.04
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 3,890 66.24 76 74.42
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 544,671 1.89 10,627 7.57
2025-08-13 13F 耶鲁山投资顾问有限公司 25,458 75.61 497 85.77
2025-06-26 NP DFAT - 维度美国目标价值 ETF 87,618 6.18 1,533 -4.66
2025-07-09 13F 港湾资本顾问公司 124 72.22 0
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