Principal Financial Group’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15M | Buy |
256,390
+5,203
| +2% | +$318K | 0.01% | 1092 |
|
|
2025
Q4 | $14.4M | Sell |
251,187
-4,127
| -2% | -$237K | 0.01% | 1084 |
|
|
2025
Q3 | $15M | Sell |
255,314
-44,431
| -15% | -$2.57M | 0.01% | 1031 |
|
|
2025
Q2 | $17M | Buy |
299,745
+37,500
| +14% | +$2.08M | 0.01% | 936 |
|
|
2025
Q1 | $14.9M | Buy |
262,245
+7,376
| +3% | +$457K | 0.01% | 1025 |
|
|
2024
Q4 | $15.7M | Buy |
254,869
+7,160
| +3% | +$458K | 0.01% | 1015 |
|
|
2024
Q3 | $14.4M | Sell |
247,709
-12,553
| -5% | -$719K | 0.01% | 1055 |
|
|
2024
Q2 | $12.3M | Sell |
260,262
-16,579
| -6% | -$750K | 0.01% | 1149 |
|
|
2024
Q1 | $13.3M | Sell |
276,841
-1,398
| -0.5% | -$65.3K | 0.01% | 1159 |
|
|
2023
Q4 | $14.5M | Sell |
278,239
-10,255
| -4% | -$461K | 0.01% | 1096 |
|
|
2023
Q3 | $12.2M | Sell |
288,494
-16,790
| -5% | -$796K | 0.01% | 1109 |
|
|
2023
Q2 | $14.3M | Sell |
305,284
-19,229
| -6% | -$943K | 0.01% | 1053 |
|
|
2023
Q1 | $17M | Sell |
324,513
-3,670
| -1% | -$215K | 0.01% | 944 |
|
|
2022
Q4 | $20.7M | Sell |
328,183
-2,956
| -0.9% | -$185K | 0.02% | 809 |
|
|
2022
Q3 | $19.9M | Sell |
331,139
-1,656
| -0.5% | -$109K | 0.02% | 779 |
|
|
2022
Q2 | $21.1M | Sell |
332,795
-27,218
| -8% | -$1.78M | 0.02% | 783 |
|
|
2022
Q1 | $25.3M | Sell |
360,013
-3,823
| -1% | -$278K | 0.02% | 766 |
|
|
2021
Q4 | $27.1M | Sell |
363,836
-8,379
| -2% | -$611K | 0.02% | 741 |
|
|
2021
Q3 | $25.5M | Sell |
372,215
-6,692
| -2% | -$480K | 0.02% | 761 |
|
|
2021
Q2 | $28.7M | Buy |
378,907
+4,640
| +1% | +$366K | 0.02% | 699 |
|
|
2021
Q1 | $28.7M | Buy |
374,267
+2,575
| +0.7% | +$185K | 0.02% | 681 |
|
|
2020
Q4 | $23.2M | Sell |
371,692
-15,457
| -4% | -$948K | 0.02% | 680 |
|
|
2020
Q3 | $21.1M | Sell |
387,149
-8,099
| -2% | -$467K | 0.02% | 641 |
|
|
2020
Q2 | $22.5M | Sell |
395,248
-1,269
| -0.3% | -$74.6K | 0.02% | 594 |
|
|
2020
Q1 | $23.3M | Sell |
396,517
-14,982
| -4% | -$972K | 0.03% | 496 |
|
|
2019
Q4 | $29.2M | Sell |
411,499
-21,856
| -5% | -$1.46M | 0.02% | 585 |
|
|
2019
Q3 | $26.7M | Sell |
433,355
-491
| -0.1% | -$31K | 0.02% | 590 |
|
|
2019
Q2 | $28.6M | Sell |
433,846
-11,227
| -3% | -$719K | 0.03% | 572 |
|
|
2019
Q1 | $26.6M | Sell |
445,073
-3,691
| -0.8% | -$228K | 0.02% | 597 |
|
|
2018
Q4 | $26.2M | Buy |
448,764
+31,410
| +8% | +$1.9M | 0.03% | 567 |
|
|
2018
Q3 | $25.5M | Buy |
417,354
+15,074
| +4% | +$961K | 0.02% | 698 |
|
|
2018
Q2 | $23.8M | Buy |
402,280
+7,739
| +2% | +$452K | 0.02% | 710 |
|
|
2018
Q1 | $21.1M | Buy |
394,541
+10,635
| +3% | +$579K | 0.02% | 758 |
|
|
2017
Q4 | $20.6M | Sell |
383,906
-37,410
| -9% | -$2.03M | 0.02% | 798 |
|
|
2017
Q3 | $23.3M | Buy |
421,316
+6,095
| +1% | +$326K | 0.02% | 684 |
|
|
2017
Q2 | $23.2M | Buy |
415,221
+51,281
| +14% | +$2.84M | 0.02% | 689 |
|
|
2017
Q1 | $20M | Buy |
363,940
+12,769
| +4% | +$745K | 0.02% | 706 |
|
|
2016
Q4 | $21.7M | Buy |
351,171
+24,009
| +7% | +$1.28M | 0.03% | 642 |
|
|
2016
Q3 | $15.7M | Buy |
327,162
+10,007
| +3% | +$452K | 0.02% | 813 |
|
|
2016
Q2 | $13M | Buy |
317,155
+6,166
| +2% | +$245K | 0.02% | 873 |
|
|
2016
Q1 | $11.9M | Buy |
310,989
+18,232
| +6% | +$680K | 0.02% | 881 |
|
|
2015
Q4 | $11.7M | Buy |
292,757
+26,112
| +10% | +$1.06M | 0.02% | 853 |
|
|
2015
Q3 | $9.91M | Buy |
266,645
+10,764
| +4% | +$399K | 0.02% | 936 |
|
|
2015
Q2 | $9.66M | Sell |
255,881
-4,457
| -2% | -$160K | 0.01% | 1014 |
|
|
2015
Q1 | $9.21M | Buy |
260,338
+7,608
| +3% | +$269K | 0.01% | 1040 |
|
|
2014
Q4 | $9.64M | Sell |
252,730
-1,272
| -0.5% | -$46.7K | 0.02% | 977 |
|
|
2014
Q3 | $8.53M | Sell |
254,002
-2,819
| -1% | -$99.7K | 0.01% | 1009 |
|
|
2014
Q2 | $9.3M | Sell |
256,821
-42
| -0% | -$1.55K | 0.02% | 985 |
|
|
2014
Q1 | $10M | Buy |
256,863
+9,907
| +4% | +$367K | 0.02% | 920 |
|
|
2013
Q4 | $9.8M | Buy |
246,956
+15,455
| +7% | +$571K | 0.02% | 904 |
|
|
2013
Q3 | $7.9M | Buy |
231,501
+8,678
| +4% | +$290K | 0.02% | 967 |
|
|
2013
Q2 | $6.87M | Buy |
+222,823
| New | +$6.5M | 0.02% | 995 |
|
Other funds holding CBU
VPM
VCM
