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CIBC Bancorp USA’s Principal Financial Group PFG Stock Holding History

CIBC Bancorp USA’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.8M Sell
44,545
-14,591
-25% -$1.48M 0.01% 764
2026
Q1 		$5.33M Buy
+59,136
New +$5.41M 0.01% 689
2025
Q3 		$2.38M Buy
+28,738
New +$2.3M 0.01% 563

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIBC Bancorp USA's PFG Position: Q2 2026 in Review

CIBC Bancorp USA reduced its Principal Financial Group (PFG) stake by 25% in Q2 2026, selling an estimated $1.48M and leaving 44,545 shares worth $4.8M. The position accounts for 0.01% of the portfolio, ranked #764.

CIBC Bancorp USA first reported a position in PFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.33M in Q1 2026. 911 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • CIBC Bancorp USA held 44,545 shares of Principal Financial Group worth $4.8M as of Q2 2026.
  • CIBC Bancorp USA sold 14,591 Principal Financial Group shares in Q2 2026, an estimated $1.48M.
  • Principal Financial Group made up 0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #764 holding.
  • CIBC Bancorp USA first reported a position in Principal Financial Group in Q3 2025 and has held it in 3 quarters since.
  • CIBC Bancorp USA's Principal Financial Group position peaked at $5.33M in Q1 2026.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.