This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CWBC/capital-change-brief"
Use Arkolith's capital_change_brief for CWBC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $44.0M | 1.9M | ▲+14% Added · +239K sh | Q1 2026 | |
| 2 | Fourthstone LLC | $31.7M | 1.4M | ▲+3.9% Added · +51K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $19.6M | 840K | ▲+4.7% Added · +38K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $17.4M | 745K | ▲New +745K sh | Q1 2026 | |
| 5 | PRIVATE MANAGEMENT GROUP INC | $12.3M | 530K | ▼−1.5% Reduced · −8K sh | Q1 2026 | |
| 6 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $9.6M | 411K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $9.2M | 397K | ▲+1.5% Added · +6K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $7.9M | 341K | ▲+2.0% Added · +7K sh | Q1 2026 | |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.9M | 339K | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $7.7M | 331K | ▲+50% Added · +110K sh | Q1 2026 | |
| 11 | FMR LLC | $6.9M | 297K | ▼−2.6% Reduced · −8K sh | Q1 2026 | |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6.4M | 276K | ▲New +276K sh | Q1 2026 | |
| 13 | Cutler Capital Management, LLC | $3.8M | 163K | ▼−0.1% Reduced · −239 sh | Q1 2026 | |
| 14 | RENAISSANCE TECHNOLOGIES LLC | $3.3M | 144K | ▼−14% Reduced · −23K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $3.3M | 143K | ▲+5.0% Added · +7K sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $2.7M | 114K | ▲New +114K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $2.3M | 97K | ▲+22% Added · +18K sh | Q1 2026 | |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3M | 97K | ▲New +97K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $2.0M | 84K | ▲+18% Added · +13K sh | Q1 2026 | |
| 20 | FIRST TRUST ADVISORS LP | $1.9M | 81K | ▲+32% Added · +19K sh | Q1 2026 | |
| 21 | SEI INVESTMENTS CO | $1.7M | 71K | ▲+159% Added · +44K sh | Q1 2026 | |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.6M | 71K | ▲+91% Added · +34K sh | Q1 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $1.6M | 68K | ▲+21% Added · +12K sh | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | $1.5M | 65K | ▲+211% Added · +44K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $1.4M | 61K | ▼−0.5% Reduced · −284 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | STEVEN MCDONALD D | Director | Gift (G) | 1K | $0 |
| Jun 1, 2026 | LIVINGSTON SHANNON R | EXECUTIVE VICE PRESIDENT | Buy (P) | 94 | $2K |
| Jun 1, 2026 | CAGLE DAWN M | EXECUTIVE VICE PRESIDENT | Buy (P) | 166 | $3K |
| May 30, 2026 | LIVINGSTON SHANNON R | EXECUTIVE VICE PRESIDENT | Tax withholding (F) | 907 | $22K |
| May 30, 2026 | MARTIN JEFFREY MICHAEL | EXECUTIVE VICE PRESIDENT | Tax withholding (F) | 726 | $17K |
| May 30, 2026 | CAGLE DAWN M | EXECUTIVE VICE PRESIDENT | Tax withholding (F) | 212 | $5K |
| May 22, 2026 | STOVESAND KIRK | Director | Buy (P) | 257 | $6K |
| May 17, 2026 | MARTIN JEFFREY MICHAEL | EXECUTIVE VICE PRESIDENT | Tax withholding (F) | 603 | $14K |
| May 7, 2026 | LIVINGSTON SHANNON R | EXECUTIVE VICE PRESIDENT | Tax withholding (F) | 850 | $21K |
| May 7, 2026 | MARTIN JEFFREY MICHAEL | EXECUTIVE VICE PRESIDENT | Tax withholding (F) | 816 | $20K |
| May 7, 2026 | CAGLE DAWN M | EXECUTIVE VICE PRESIDENT | Tax withholding (F) | 234 | $6K |
| May 6, 2026 | Stronks Timothy Joseph | EXECUTIVE VICE PRESIDENT | Grant (A) | 3K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 33 funds | $8.8B |
| RTX CORPRTX | 33 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 32 funds | $6.5B |
| APPLIED MATERIALS INCAMAT | 32 funds | $1.8B |
| VISA INC-CLASS A SHARESV | 32 funds | $1.8B |
| MERCK & CO. INC.MRK | 32 funds | $1.5B |
| US BANCORPUSB | 32 funds | $1.3B |
| NVIDIA CORPNVDA | 31 funds | $16.0B |
| APPLE INCAAPL | 31 funds | $11.8B |
| AMAZON.COM INCAMZN | 31 funds | $7.8B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 31 funds | $4.3B |
Ranked by how many of CWBC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CWBC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.