Principal Financial Group
CWBC icon

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
Q3 		$2.74M Buy
105,266
+69,223
+192% +$1.81M ﹤0.01% 1823
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 $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bridgewealth Advisory Group
Bridgewealth Advisory Group Fresno, California $535M AUM 8.23% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return

Principal Financial Group's CWBC Position: Q3 2026 in Review

Principal Financial Group increased its Community West Bancshares (CWBC) stake by 192% in Q3 2026, buying an estimated $1.81M and bringing the position to 105,266 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Principal Financial Group first reported a position in CWBC in Q1 2026 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold CWBC as of Q3 2026.

  • Principal Financial Group held 105,266 shares of Community West Bancshares worth $2.74M as of Q3 2026.
  • Principal Financial Group bought 69,223 Community West Bancshares shares in Q3 2026, an estimated $1.81M.
  • Community West Bancshares made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1823 holding.
  • Principal Financial Group first reported a position in Community West Bancshares in Q1 2026 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.