Principal Financial Group
CWBC

Principal Financial Group’s Community West Bancshares CWBC Stock Holding History

Principal Financial Group’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$968K Buy
36,043
+2,524
+8% +$61.4K ﹤0.01% 1943
2026
Q1 		$781K Buy
+33,519
New +$784K ﹤0.01% 1984

Other funds holding CWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group's CWBC Position: Q2 2026 in Review

Principal Financial Group increased its Community West Bancshares (CWBC) stake by 7.5% in Q2 2026, buying an estimated $61.4K and bringing the position to 36,043 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Principal Financial Group first reported a position in CWBC in Q1 2026 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.

  • Principal Financial Group held 36,043 shares of Community West Bancshares worth $968K as of Q2 2026.
  • Principal Financial Group bought 2,524 Community West Bancshares shares in Q2 2026, an estimated $61.4K.
  • Community West Bancshares made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1943 holding.
  • Principal Financial Group first reported a position in Community West Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.