CWBC Community West Bancshares - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$25.93
Price · Aug 19, 2026
Fundamentals as of Aug 10, 2026
52W Range
$20–$28
73% of range
Analyst Rating
BUY
11 analysts
Price Target
$30
+14% upside
P/E (TTM)
11.2
ROE
9.7%
Net Profit Margin
26.0%

CWBC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$25.93
Market Cap
$431M
P/E (TTM)
11.2
EPS (TTM)
$2.00
Revenue (TTM)
—
Div Yield
3.3%
ROE
9.7%
Debt/Equity
—
52W Range
$20 – $28

CWBC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS $2.00
10-point trend, +50.4%
2016-12-31 → 2025-12-31
Free Cash Flow $44M
10-point trend, +259.3%
2016-12-31 → 2025-12-31
Margins 26.0%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
CWBC
Peer Median
P/E (TTM)
5-point trend, +25.1%
11.2
12.7
P/S (TTM)
5-point trend, -3.1%
2.9
2.9
P/B
5-point trend, +5.4%
1.1
1.2
Price / FCF
5-point trend, +67.0%
9.9
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
CWBC
Peer Median
Net Profit Margin
5-point trend, -25.3%
26.0%
27.1%
ROA
5-point trend, -17.2%
1.1%
1.1%
ROE
5-point trend, -15.8%
9.7%
10.5%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
CWBC
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
CWBC
Peer Median
Revenue YoY
25.6%
—
Revenue CAGR 3Y
20.1%
—
Revenue CAGR 5Y
13.4%
—
EPS YoY
5-point trend, -13.4%
344.4%
—
Net Income YoY
5-point trend, +34.4%
397.9%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
CWBC
Peer Median
EPS (Diluted)
5-point trend, -13.4%
$2.00
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
CWBC
Peer Median
Payout Ratio
5-point trend, +83.5%
37.2%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
3.3%
Payout Ratio
37.2%
5Y Div CAGR
—
Ex-dateAmount
Aug. 7, 2026$0.1200
May 8, 2026$0.1200
Feb. 6, 2026$0.1200
Oct. 31, 2025$0.1200
Aug. 1, 2025$0.1200
May 2, 2025$0.1200
Feb. 7, 2025$0.1200
Nov. 8, 2024$0.1200
Aug. 2, 2024$0.1200
May 2, 2024$0.1200
Feb. 1, 2024$0.1200
Nov. 2, 2023$0.1200
Aug. 3, 2023$0.1200
May 4, 2023$0.1200
Feb. 9, 2023$0.1200
Nov. 3, 2022$0.1200
Aug. 4, 2022$0.1200
May 5, 2022$0.1200
Feb. 10, 2022$0.1200
Nov. 4, 2021$0.1200

CWBC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 11 analysts
  • Strong Buy 2 18.2%
  • Buy 6 54.5%
  • Hold 3 27.3%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

4 analysts · 2026-08-16
Median target $29.75 +14.8%
Mean target $29.62 +14.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.02%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.32 $0.38 -0.06%
March 31, 2026 $0.60 $0.57 0.03%
Dec. 31, 2025 $0.58 $0.57 0.01%
Sept. 30, 2025 $0.57 $0.53 0.04%
June 30, 2025 $0.41 $0.49 -0.08%
March 31, 2025 $0.44 $0.47 -0.03%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
CWBC $431M 11.2 25.6% 26.0% 9.7% —
WASH $562M 10.9 127.6% 22.8% 9.8% —
TCBX $528M 10.0 21.9% 31.7% 12.9% —
CCB $1.73B 37.4 -6.8% 8.7% 9.9% —
AROW — 11.8 17.6% — — —
PFIS $487M 8.3 39.7% 31.5% 11.7% —
BCAL $605M 9.7 41.0% 35.0% 11.2% —
CARE $434M 14.2 4.7% 154.4% 7.6% —
MSBI — — — — — —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 10
Annual Income Statement data for CWBC
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +1629.2% · · $20M $3M $1M $2M $3M $1M $1M $1M $1M $1M
Interest Income 12-point trend, +352.5% $186M $160M $102M $83M $74M $66M $66M $64M $57M $47M $42M $41M
Pretax Income 12-point trend, +1011.9% $53M $11M $34M $35M $38M $27M $30M $28M $24M $22M $14M $5M
Income Tax 12-point trend, +2619.3% $14M $3M $8M $8M $10M $7M $9M $7M $10M $7M $3M $-570.0K
Net Income 12-point trend, +621.0% $38M $8M $26M $27M $28M $20M $21M $21M $14M $15M $11M $5M
EPS (Basic) 12-point trend, +318.7% $2.01 $0.45 $2.17 $2.27 $2.32 $1.62 $1.60 $1.55 $1.12 $1.34 $1.00 $0.48
EPS (Diluted) 12-point trend, +316.7% $2.00 $0.45 $2.17 $2.27 $2.31 $1.62 $1.59 $1.54 $1.10 $1.33 $1.00 $0.48
Shares (Basic) 12-point trend, +74.0% 18,996,714 17,077,017 11,728,858 11,715,376 12,237,424 12,534,078 13,415,118 13,699,823 12,472,095 11,331,166 10,931,927 10,919,235
Shares (Diluted) 12-point trend, +73.4% 19,069,289 17,179,796 11,752,872 11,739,074 12,281,932 12,576,319 13,513,607 13,825,008 12,722,350 11,435,449 11,015,763 10,999,938
EBITDA 12-point trend, +142.0% $3M $2M $891.0K $755.0K $897.0K $881.0K $2M $2M $1M $1M $1M $1M
Balance Sheet 16
Annual Balance Sheet data for CWBC
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +53.9% $119M $120M $54M $31M $163M $70M $53M $32M $100M $39M $95M $77M
PP&E (Net) 12-point trend, +136.7% $24M $24M $14M $8M $8M $8M $8M $8M $9M $9M $9M $10M
PP&E (Gross) 12-point trend, +179.1% $60M $44M $32M $26M $25M $25M $23M $25M $25M $23M $22M $22M
Accum. Depreciation 12-point trend, +215.1% $37M $20M $18M $18M $17M $17M $16M $16M $15M $14M $13M $12M
Goodwill 12-point trend, +223.7% $97M $97M $54M $54M $54M $54M $54M $54M $54M $40M $40M $30M
Intangibles 12-point trend, +515.0% $8M $9M $0 $68.0K $522.0K $1M $2M $3M $3M $1M $1M $1M
Total Assets 12-point trend, +209.5% $3.69B $3.52B $2.43B $2.42B $2.45B $2.00B $1.60B $1.54B $1.66B $1.44B $1.28B $1.19B
Short-term Debt 3-point trend, +80000000.00 · · $80M $46M $0 · · · · · · ·
Total Liabilities 12-point trend, +209.2% $3.28B $3.16B $2.23B $2.25B $2.20B $1.76B $1.37B $1.32B $1.45B $1.28B $1.14B $1.06B
Long-term Debt 3-point trend, -0.3% $70M $70M $70M · · · · · · · · ·
Common Stock 12-point trend, +287.7% $210M $208M $63M $61M $67M $79M $89M $104M $103M $72M $54M $54M
Retained Earnings 12-point trend, +234.5% $239M $210M $211M $194M $173M $151M $136M $120M $103M $93M $80M $71M
AOCI 12-point trend, -836.9% $-40M $-55M $-66M $-81M $8M $15M $3M $-4M $3M $-516.0K $4M $5M
Stockholders' Equity 12-point trend, +212.6% $410M $363M $207M $171M $248M $245M $228M $220M $210M $164M $139M $131M
Liabilities + Equity 12-point trend, +209.5% $3.69B $3.52B $2.43B $2.42B $2.45B $2.00B $1.60B $1.54B $1.66B $1.44B $1.28B $1.19B
Shares Outstanding 12-point trend, -100.0% 0 18,974,647 11,818,039 11,735,291 11,916,651 12,509,848 13,052,407 13,754,965 13,696,722 12,143,815 10,996,773 10,980,440
Cash Flow 15
Annual Cash Flow data for CWBC
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +142.0% $3M $2M $891.0K $755.0K $897.0K $881.0K $2M $2M $1M $1M $1M $1M
Stock-based Comp 12-point trend, +569.4% $1M $879.0K $858.0K $776.0K $562.0K $470.0K $555.0K $482.0K $384.0K $284.0K $238.0K $173.0K
Deferred Tax 12-point trend, +702.7% $2M $-867.0K $110.0K $224.0K $1M $-1M $-589.0K $-64.0K $4M $3M $-933.0K $-408.0K
Amort. of Intangibles 12-point trend, +197.3% $1M $751.0K $68.0K $454.0K $661.0K $695.0K $695.0K $455.0K $234.0K $149.0K $320.0K $337.0K
Other Non-cash 12-point trend, -90.2% $1M $12M $457.0K $-4M $12M $-4M $-1M $7M $6M $-6M $6M $11M
Operating Cash Flow 12-point trend, +168.8% $46M $22M $28M $24M $43M $17M $22M $30M $25M $13M $18M $17M
CapEx 12-point trend, +88.9% $3M $5M $10M $362.0K $1M $1M $876.0K $791.0K $859.0K $861.0K $741.0K $1M
Investing Cash Flow 12-point trend, -89.4% $-161M $64M $25M $-197M $-365M $-373M $-21M $39M $46M $-68M $-75M $-85M
Stock Repurchased 9-point trend, +151000.00 $151.0K $38.0K $1.0K $7M $14M $11M $16M $894.0K · · · $0
Net Stock Activity 9-point trend, -151000.00 $-151.0K $-38.0K $-1.0K $-7M $-14M $-11M $-16M $-894.0K · · · $0
Dividends Paid 12-point trend, +548.4% $14M $14M $7M $38M $6M $6M $6M $4M $3M $3M $2M $2M
Financing Cash Flow 12-point trend, +243.6% $113M $-20M $-29M $41M $415M $373M $20M $-138M $-10M $-720.0K $75M $33M
Taxes Paid 12-point trend, +488.6% $8M $3M $8M $8M $8M $5M $9M $3M $5M $6M $2M $1M
Free Cash Flow 12-point trend, +175.5% $44M $17M $18M $24M $42M $15M $21M $29M $24M $12M $17M $16M
Levered FCF 10-point trend, -79.6% · · $3M $21M $41M $14M $19M $28M $24M $11M $16M $15M
Profitability 5
Annual Profitability data for CWBC
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +136.1% 26.0% 6.6% 28.5% 31.5% 34.8% 26.0% 27.8% 29.1% 20.9% 27.5% 21.9% 11.0%
Pretax Margin 12-point trend, +264.3% 35.8% 9.4% 37.8% 41.5% 46.6% 34.8% 38.9% 38.2% 35.5% 40.1% 27.0% 9.8%
EBITDA Margin 12-point trend, -20.6% 2.2% 1.9% 1.0% 0.89% 1.1% 1.1% 2.3% 2.3% 2.1% 2.4% 2.8% 2.8%
ROA 12-point trend, +135.6% 1.1% 0.26% 1.1% 1.1% 1.3% 1.1% 1.4% 1.3% 0.90% 1.1% 0.89% 0.45%
ROE 12-point trend, +129.1% 9.7% 2.1% 13.1% 16.0% 11.5% 8.5% 9.3% 9.8% 7.5% 10.0% 8.1% 4.2%
Efficiency 1
Annual Efficiency data for CWBC
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -1.0% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 7
Annual Per Share data for CWBC
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +79.1% $21.37 $19.11 $17.52 $14.88 $20.80 $19.59 $17.48 $15.98 $15.30 $13.51 $12.67 $11.93
Revenue / Share 12-point trend, +76.1% $7.69 $6.80 $7.61 $7.21 $6.64 $6.22 $5.70 $5.28 $5.27 $4.82 $4.55 $4.37
Cash Flow / Share 12-point trend, +55.1% $2.42 $1.29 $2.37 $2.06 $3.49 $1.35 $1.61 $2.16 $1.98 $1.14 $1.59 $1.56
Cash / Share 12-point trend, -11.8% $6.21 $6.35 $4.55 $2.66 $13.72 $5.62 $4.03 $2.31 $7.33 $3.18 $8.60 $7.04
Dividend / Share 12-point trend, +140.0% $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Dividend Paid / Share 12-point trend, +140.0% $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, +316.7% $2.00 $0.45 $2.17 $2.27 $2.31 $1.62 $1.59 $1.54 $1.10 $1.33 $1.00 $0.48
Growth Rates 10
Annual Growth Rates data for CWBC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +498.6% 25.6% 30.6% 5.7% 3.8% 4.3% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +340.3% 20.1% 12.7% 4.6% · · · · · · · · ·
Revenue CAGR 5Y 13.4% · · · · · · · · · · ·
EPS YoY 5-point trend, +708.7% 344.4% -79.3% -4.4% -1.7% 42.6% · · · · · · ·
EPS CAGR 3Y 3-point trend, -140.4% -4.1% -42.0% 10.2% · · · · · · · · ·
EPS CAGR 5Y 4.3% · · · · · · · · · · ·
Net Income YoY 5-point trend, +905.3% 397.9% -70.0% -4.2% -6.2% 39.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +61.8% 12.7% -35.4% 7.9% · · · · · · · · ·
Net Income CAGR 5Y 13.4% · · · · · · · · · · ·
Dividend CAGR 5Y 20.8% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for CWBC
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +205.3% $147M $117M $89M $85M $82M $78M $77M $73M $67M $55M $50M $48M
Net Income TTM 12-point trend, +621.0% $38M $8M $26M $27M $28M $20M $21M $21M $14M $15M $11M $5M
Market Cap 12-point trend, +254.4% $431M $368M $264M $249M $248M $186M $283M $260M $276M $242M $132M $122M
P/E 12-point trend, -51.3% 11.2 43.0 10.3 9.3 9.0 9.2 13.6 12.3 18.3 15.0 12.0 23.1
P/S 12-point trend, +16.1% 2.9 3.1 3.0 2.9 3.0 2.4 3.7 3.6 4.1 4.4 2.6 2.5
P/B 12-point trend, +13.4% 1.1 1.0 1.3 1.4 1.0 0.8 1.2 1.2 1.3 1.5 0.9 0.9
P / Tangible Book 6-point trend, +44.5% 1.4 1.4 1.7 2.1 1.3 1.0 · · · · · ·
P / Cash Flow 12-point trend, +31.8% 9.3 16.6 9.5 10.3 5.8 11.0 13.0 8.7 11.0 18.6 7.6 7.1
P / FCF 12-point trend, +28.6% 9.9 21.4 14.6 10.4 5.9 12.0 13.6 8.9 11.3 20.0 7.9 7.7
Dividend Yield 12-point trend, +82.8% 3.3% 3.8% 2.6% 15.3% 2.3% 3.0% 2.1% 1.7% 1.1% 1.1% 1.5% 1.8%
Earnings Yield 12-point trend, +105.3% 8.9% 2.3% 9.7% 10.7% 11.1% 10.9% 7.3% 8.2% 5.5% 6.7% 8.3% 4.3%
Payout Ratio 12-point trend, -10.1% 37.2% 182.6% 27.3% 142.6% 20.3% 27.2% 27.1% 20.1% 21.5% 17.9% 18.1% 41.4%
Annual Payout 12-point trend, +548.4% $14M $14M $7M $38M $6M $6M $6M $4M $3M $3M $2M $2M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $38M$8M$26M$27M$28M
Diluted EPS $2.00$0.45$2.17$2.27$2.31
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $44M$17M$18M$24M$42M

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

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Institutional owners (13F) 158 filers · $328.5M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
42 (+14 vs prior Q) 10 (-2 vs prior Q) 61 (+15 vs prior Q) 25 (0 vs prior Q) +4.4M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
DIMENSIONAL FUND ADVISORS LP $32,263,614 1,201,177 9.82% Shares
WELLINGTON MANAGEMENT GROUP LLP $29,603,185 1,102,129 9.01% Shares
VANGUARD CAPITAL MANAGEMENT LLC $28,892,147 1,075,657 8.80% Shares
STATE STREET CORP $21,908,386 815,651 6.67% Shares
GEODE CAPITAL MANAGEMENT, LLC $14,225,930 529,510 4.33% Shares
Bridgewealth Advisory Group, LLC $13,287,373 494,690 4.05% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $13,046,976 485,740 3.97% Shares
PRIVATE MANAGEMENT GROUP INC $13,042,921 485,589 3.97% Shares
AMERICAN CENTURY COMPANIES INC $10,356,464 385,572 3.15% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $9,090,794 338,451 2.77% Shares
PL Capital Advisors, LLC $8,851,740 329,551 2.69% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8,772,019 326,583 2.67% Shares
FMR LLC $7,803,099 290,510 2.38% Shares
TWO SIGMA INVESTMENTS, LP $7,707,558 286,953 2.35% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7,463,320 277,860 2.27% Shares
RENAISSANCE TECHNOLOGIES LLC $6,965,469 259,325 2.12% Shares
BANC FUNDS CO LLC $6,462,677 240,606 1.97% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $5,531,790 205,949 1.68% Shares
Cutler Capital Management, LLC $4,355,057 162,139 1.33% Shares
VANGUARD FIDUCIARY TRUST CO $4,224,648 157,284 1.29% Shares
Squarepoint Ops LLC $4,038,589 150,357 1.23% Shares
CITADEL ADVISORS LLC $3,654,572 136,060 1.11% Shares
Siena Capital Partners GP, LLC $3,414,336 127,116 1.04% Shares
Connor, Clark & Lunn Investment Management Ltd. $2,896,368 107,832 0.88% Shares
GOLDMAN SACHS GROUP INC $2,826,263 105,222 0.86% Shares
VANGUARD GROUP INC $2,426,468 107,843 0.74% Shares
BlackRock, Inc. $2,364,647 88,036 0.72% Shares
FIRST TRUST ADVISORS LP $2,338,351 87,057 0.71% Shares
CALDWELL SUTTER CAPITAL, INC. $2,111,868 78,625 0.64% Shares
PRUDENTIAL FINANCIAL INC $2,068,623 77,015 0.63% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,873,942 69,767 0.57% Shares
MORGAN STANLEY $1,840,393 68,518 0.56% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $1,826,560 68,003 0.56% Shares
BARCLAYS PLC $1,778,401 66,210 0.54% Shares
XTX Topco Ltd $1,771,847 65,966 0.54% Shares
ALLIANCEBERNSTEIN L.P. $1,571,818 67,460 0.48% Shares
ALGERT GLOBAL LLC $1,492,127 55,552 0.45% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1,407,840 52,414 0.43% Shares
Arbiter Partners Capital Management LLC $1,398,439 52,064 0.43% Shares
D. E. Shaw & Co., Inc. $1,379,127 51,345 0.42% Shares
SageView Advisory Group, LLC $1,366,664 50,881 0.42% Shares
Bank of New York Mellon Corp $1,273,191 47,401 0.39% Shares
VICTORY CAPITAL MANAGEMENT INC $1,262,420 47,000 0.38% Shares
Orion Porfolio Solutions, LLC $1,161,868 43,256 0.35% Shares
Destination Wealth Management $1,147,540 42,723 0.35% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $1,130,889 42,103 0.34% Shares
MERCER GLOBAL ADVISORS INC /ADV $937,317 34,896 0.29% Shares
Schonfeld Strategic Advisors LLC $909,854 33,874 0.28% Shares
Quantinno Capital Management LP $869,942 32,388 0.26% Shares
RHUMBLINE ADVISERS $845,195 31,467 0.26% Shares
BOOTHBAY FUND MANAGEMENT, LLC $831,639 30,962 0.25% Shares
CITIGROUP INC $825,166 30,721 0.25% Shares
Cerity Partners LLC $813,106 30,272 0.25% Shares
BANK OF AMERICA CORP /DE/ $748,159 27,854 0.23% Shares
AMERIPRISE FINANCIAL INC $683,453 25,445 0.21% Shares
ZACKS INVESTMENT MANAGEMENT $679,558 25,300 0.21% Shares
Platform Wealth Management, LLC $665,886 24,791 0.20% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $644,640 24,000 0.20% Call option
Pinnacle Holdings, LLC $588,395 21,906 0.18% Shares
Quantbot Technologies LP $560,541 20,869 0.17% Shares
Private Advisor Group, LLC $533,681 19,869 0.16% Shares
Orion Portfolio Solutions, LLC $502,839 27,210 0.15% Shares
Engineers Gate Manager LP $484,904 18,053 0.15% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $468,653 17,448 0.14% Shares
Rafferty Asset Management, LLC $440,746 16,409 0.13% Shares
Planning Center, Inc. $437,361 16,283 0.13% Shares
MetLife Investment Management, LLC $414,342 15,426 0.13% Shares
MENDON CAPITAL ADVISORS CORP $402,900 15,000 0.12% Shares
FRANKLIN RESOURCES INC $393,633 14,655 0.12% Shares
Empowered Funds, LLC $380,015 14,148 0.12% Shares
Russell Investments Group, Ltd. $333,493 12,416 0.10% Shares
Graham Capital Management, L.P. $330,781 12,315 0.10% Shares
Daytona Street Capital LLC $319,709 11,850 0.10% Shares
Brandywine Global Investment Management, LLC $316,238 14,055 0.10% Shares
Sequoia Financial Advisors, LLC $310,595 11,563 0.09% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $304,109 11,322 0.09% Shares
NEW YORK STATE COMMON RETIREMENT FUND $285,952 10,646 0.09% Shares
Integrated Quantitative Investments LLC $285,576 10,632 0.09% Shares
Integrated Wealth Concepts LLC $281,009 10,462 0.09% Shares
Composition Wealth, LLC $279,237 10,396 0.09% Shares
Sharper & Granite LLC $278,323 10,362 0.08% Shares
Invesco Ltd. $263,174 9,798 0.08% Shares
CHANNEL WEALTH LLC $259,092 9,646 0.08% Shares
R Squared Ltd $254,337 9,469 0.08% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $246,441 9,175 0.08% Shares
RS CRUM INC. $238,329 8,873 0.07% Shares
ELCO Management Co., LLC $236,261 8,796 0.07% Shares
Vanguard Global Advisers, LLC $229,868 8,558 0.07% Shares
IEQ CAPITAL, LLC $226,687 8,440 0.07% Shares
Mraz, Amerine & Associates, Inc. $221,514 8,247 0.07% Shares
MARSHALL WACE, LLP $206,822 7,700 0.06% Shares
BNP PARIBAS FINANCIAL MARKETS $200,993 7,483 0.06% Shares
Allworth Financial LP $198,093 7,375 0.06% Shares
Police & Firemen's Retirement System of New Jersey $176,014 6,553 0.05% Shares
Curi Capital, LLC $142,197 5,294 0.04% Shares
Nuveen, LLC $138,812 5,168 0.04% Shares
Tower Research Capital LLC (TRC) $120,440 4,484 0.04% Shares
CWM, LLC $112,865 4,844 0.03% Shares
NORTHERN TRUST CORP $104,271 3,882 0.03% Shares
Farther Finance Advisors, LLC $87,776 3,268 0.03% Shares

Company insiders 35 insiders · 17 officers · 16 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
James J Kim PRESIDENT & CEO June 1, 2023 P 39,276 0 0 $0
James M Ford PRESIDENT & CEO May 19, 2021 A 55,173 0 0 $0
Gayle Graham Senior Vice President/CFO July 19, 2006 S 0 0 0 $0
Shannon R Avrett EXECUTIVE VICE PRESIDENT May 30, 2026 F 19,891 1 0 $1,966
Jeffrey Michael Martin EXECUTIVE VICE PRESIDENT May 30, 2026 F 22,472 0 0 $0
Dawn M Cagle EXECUTIVE VICE PRESIDENT May 30, 2026 F 13,278 1 0 $3,471
Patrick A Luis EXECUTIVE VICE PRESIDENT May 17, 2023 A 25,597 0 0 $0
Anthony Kenneth Ramos EXECUTIVE VICE PRESIDENT May 17, 2023 A 20,561 0 0 $0
Teresa Gilio EXECUTIVE VICE PRESIDENT May 17, 2023 A 14,292 0 0 $0
Blaine Lauhon EXECUTIVE VICE PRESIDENT May 17, 2023 A 17,200 0 0 $0
Dawn P Crusinberry EXECUTIVE VICE PRESIDENT Jan. 18, 2023 A 3,844 0 0 $0
David A Kinross EXECUTIVE VICE PRESIDENT Sept. 1, 2022 P 26,245 0 0 $0
Patrick Carman EXECUTIVE VICE PRESIDENT Aug. 5, 2020 M 23,221 0 0 $0
Gary D Quisenberry EXECUTIVE VICE PRESIDENT May 20, 2019 M 54,660 0 0 $0
Lydia E Shaw EXECUTIVE VICE PRESIDENT Nov. 7, 2018 M 21,660 0 0 $0
Thomas L Sommer EXECUTIVE VICE PRESIDENT July 20, 2015 J 39,516 0 0 $0
Bryan R Hyzdu Senior Vice President Sept. 15, 2010 A — 0 0 $0
Steven D Mcdonald Director June 30, 2026 G 308,365 0 0 $0
Andriana D Majarian Director May 17, 2023 A 17,229 0 0 $0
Dorothea D Silva Director May 17, 2023 A 9,748 0 0 $0
Karen Musson Director May 17, 2023 A 8,358 0 0 $0
Robert J Flautt Director May 17, 2023 A 30,194 0 0 $0
Frank T. Elliott IV Director May 17, 2023 A 76,655 0 0 $0
Daniel J Doyle Director May 17, 2023 A 96,358 0 0 $0
William S Smittcamp Director May 17, 2023 A 168,958 0 0 $0
Gary D Gall Director May 17, 2023 A 69,396 0 0 $0
Daniel N Cunningham Director May 17, 2023 A 110,314 0 0 $0
Louis C Mcmurray Director May 17, 2023 A 612,826 0 0 $0
Edwin S Darden JR Director Feb. 3, 2020 M 147,116 0 0 $0
Joseph B Weirick Director Aug. 1, 2016 S 42,765 0 0 $0
Sidney B Cox Director Nov. 4, 2015 S 21,036 0 0 $0
Wanda L Rogers Director Dec. 17, 2008 A — 0 0 $0
Jagroop Gill — Aug. 10, 2026 P 588,067 2 0 $124,428
Kirk Stovesand — Sept. 12, 2025 M 77,834 0 0 $0
Shirley G Wilburn — March 31, 2008 M 15,310 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 6 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Patriot Financial Partners, L.P., Patriot Financial Partners Parallel, L.P., Patriot Financial Partners GP, L.P., Patriot Financial Partners GP, LLC, W. Kirk Wycoff, Ira M. Lubert, James J. Lynch ×5 filings Sept. 22, 2014 — Initial filing Passive investment SEC
Louis C. McMurray ×2 filings Feb. 6, 2009 — Initial filing — SEC
Steven D. McDonald Feb. 6, 2009 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Nov. 7, 2002 — Initial filing Passive investment SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person July 22, 2002 — Initial filing Passive investment SEC
Undisclosed reporting person Jan. 2, 2001 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 35 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
IWC · iShares Trust 0.14% 83,460 SH Aug. 8, 2026 Daily
EBIT · Harbor ETF Trust 0.07% 325 NS April 30, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.04% 41,322 NS May 31, 2026 N-PORT
IWN · iShares Trust 0.03% 197,130 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.03% 17,427 SH Aug. 8, 2026 Daily
AVUV · AMERICAN CENTURY ETF TRUST 0.03% 308,820 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.02% 135,615 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.02% 73,112 NS April 30, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.02% 2,591 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.02% 141,475 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.02% 637,560 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.02% 9,933 NS April 30, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.02% 90,183 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.01% 1,082 NS May 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.01% 15,559 SH Aug. 8, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.01% 264,391 SH Aug. 8, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.01% 4,982 SH Aug. 8, 2026 Daily
VFH · VANGUARD WORLD FUND 0.01% 40,250 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.01% 847 NS May 31, 2026 N-PORT
IWO · iShares Trust 0.01% 43,900 SH Aug. 8, 2026 Daily
EBI · RBB Fund Trust 0.01% 1,943 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.01% 856 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 64,657 NS April 30, 2026 N-PORT
HDG · ProShares Trust 0.00% 22 NS May 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 1,977 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 701 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 2,182 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 6,625 NS May 31, 2026 N-PORT
IWV · iShares Trust 0.00% 7,266 SH Aug. 8, 2026 Daily
DFAU · Dimensional ETF Trust 0.00% 4,454 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 7,342 NS April 30, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.00% 4,219 NS April 30, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.00% 17 NS April 30, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.00% 786,665 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,815 SH Aug. 8, 2026 Daily