127 tracked 13F filers disclose a position in CWBC as of the latest SEC 13F filings, a combined $284.4M in reported value. 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.
| # | 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 | STATE STREET CORP | $21.9M | 816K | ▲+139% Added · +474K sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $17.4M | 745K | →First observed position No prior filed position | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $16.6M | 617K | ▲+56% Added · +220K sh | Q2 2026 | |
| 7 | Bridgewealth Advisory Group, LLC | $13.3M | 495K | ▲19× Added · +469K sh | Q2 2026 | |
| 8 | PRIVATE MANAGEMENT GROUP INC | $13.0M | 486K | ▼−8.3% Reduced · −44K sh | Q2 2026 | |
| 9 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $9.6M | 411K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 10 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.9M | 339K | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $7.7M | 331K | ▲+50% Added · +110K sh | Q1 2026 | |
| 12 | FMR LLC | $6.9M | 297K | ▼−2.6% Reduced · −8K sh | Q1 2026 | |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6.4M | 276K | ▲New +276K sh | Q1 2026 | |
| 14 | Cutler Capital Management, LLC | $3.8M | 163K | ▼−0.1% Reduced · −239 sh | Q1 2026 | |
| 15 | RENAISSANCE TECHNOLOGIES LLC | $3.3M | 144K | ▼−14% Reduced · −23K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $3.3M | 143K | ▲+5.0% Added · +7K sh | Q1 2026 | |
| 17 | Siena Capital Partners GP, LLC | $3.4M | 127K | —Held | Q2 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $2.7M | 114K | →First observed position No prior filed position | Q1 2026 | |
| 19 | Connor, Clark & Lunn Investment Management Ltd. | $2.9M | 108K | ▲+91% Added · +51K sh | Q2 2026 | |
| 20 | MORGAN STANLEY | $2.3M | 97K | ▲+22% Added · +18K sh | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3M | 97K | →First observed position No prior filed position | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $2.0M | 84K | ▲+18% Added · +13K sh | Q1 2026 | |
| 23 | FIRST TRUST ADVISORS LP | $1.9M | 81K | ▲+32% Added · +19K sh | Q1 2026 | |
| 24 | CALDWELL SUTTER CAPITAL, INC. | $2.1M | 79K | ▲+6.1% Added · +5K sh | Q2 2026 | |
| 25 | SEI INVESTMENTS CO | $1.7M | 71K | ▲+159% Added · +44K 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.
Last quarter, 9 funds opened a new position in CWBC and 20 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 58 funds | $140.1B |
| APPLE INCAAPL | 55 funds | $155.5B |
| ALPHABET INC-CL AGOOGL | 55 funds | $83.1B |
| JPMORGAN CHASE & COJPM | 55 funds | $31.1B |
| ALPHABET INC-CL CGOOG | 54 funds | $62.8B |
| NVIDIA CORPNVDA | 53 funds | $199.7B |
| AMAZON.COM INCAMZN | 53 funds | $96.9B |
| BANK OF AMERICA CORPBAC | 53 funds | $17.6B |
| TESLA INCTSLA | 52 funds | $34.1B |
| VISA INC-CLASS A SHARESV | 52 funds | $28.7B |
| WALMART INCWMT | 52 funds | $17.4B |
| COSTCO WHOLESALE CORPCOST | 52 funds | $17.2B |
Ranked by how many of CWBC's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for CWBC
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.
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.