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 Q1	$781K	Buy	+33,519	New	+$784K	﹤0.01%	1984

Other funds holding CWBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group's CWBC Position: Q1 2026 in Review

Principal Financial Group opened a new position in Community West Bancshares (CWBC) in Q1 2026: 33,519 shares worth $781K. The stake represents ﹤0.01% of the portfolio and ranks #1984 among its holdings.

126 funds tracked by Wall St. Rank hold CWBC as of Q1 2026.

Principal Financial Group held 33,519 shares of Community West Bancshares worth $781K as of Q1 2026.
Community West Bancshares was a new Principal Financial Group position in Q1 2026.
Community West Bancshares made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1984 holding.
126 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.