CIBC World Market’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.68M | Sell |
43,384
-6,414
| -13% | -$651K | 0.01% | 625 |
|
|
2026
Q1 | $4.49M | Buy |
+49,798
| New | +$4.55M | 0.01% | 576 |
|
|
2024
Q2 | – | Sell |
-2,811
| Closed | -$243K | – | 1336 |
|
|
2024
Q1 | $243K | Buy |
+2,811
| New | +$226K | ﹤0.01% | 1174 |
|
|
2023
Q1 | – | Sell |
-48,102
| Closed | -$4.04M | – | 1319 |
|
|
2022
Q4 | $4.04M | Buy |
48,102
+22,911
| +91% | +$1.97M | 0.01% | 415 |
|
|
2022
Q3 | $1.82M | Buy |
25,191
+6,415
| +34% | +$461K | 0.01% | 571 |
|
|
2022
Q2 | $1.25M | Buy |
18,776
+451
| +2% | +$31.7K | ﹤0.01% | 661 |
|
|
2022
Q1 | $1.34M | Buy |
+18,325
| New | +$1.33M | ﹤0.01% | 674 |
|
|
2019
Q4 | – | Sell |
-4,221
| Closed | -$241K | – | 1203 |
|
|
2019
Q3 | $241K | Sell |
4,221
-6,377
| -60% | -$359K | ﹤0.01% | 966 |
|
|
2019
Q2 | $614K | Sell |
10,598
-1,382
| -12% | -$76.2K | ﹤0.01% | 766 |
|
|
2019
Q1 | $601K | Sell |
11,980
-1,562
| -12% | -$77.4K | ﹤0.01% | 811 |
|
|
2018
Q4 | $598K | Buy |
13,542
+2,639
| +24% | +$130K | ﹤0.01% | 735 |
|
|
2018
Q3 | $639K | Buy |
10,903
+5,767
| +112% | +$321K | ﹤0.01% | 805 |
|
|
2018
Q2 | $272K | Sell |
5,136
-5,243
| -51% | -$305K | ﹤0.01% | 997 |
|
|
2018
Q1 | $632K | Buy |
10,379
+2,842
| +38% | +$187K | ﹤0.01% | 782 |
|
|
2017
Q4 | $532K | Buy |
7,537
+523
| +7% | +$36K | ﹤0.01% | 538 |
|
|
2017
Q3 | $451K | Sell |
7,014
-91
| -1% | -$5.85K | ﹤0.01% | 552 |
|
|
2017
Q2 | $455K | Sell |
7,105
-23,139
| -77% | -$1.47M | ﹤0.01% | 859 |
|
|
2017
Q1 | $1.91M | Buy |
30,244
+21,639
| +251% | +$1.32M | 0.01% | 431 |
|
|
2016
Q4 | $498K | Sell |
8,605
-9,199
| -52% | -$515K | ﹤0.01% | 803 |
|
|
2016
Q3 | $917K | Sell |
17,804
-1,401
| -7% | -$65.5K | ﹤0.01% | 585 |
|
|
2016
Q2 | $790K | Sell |
19,205
-1,972
| -9% | -$83.2K | ﹤0.01% | 555 |
|
|
2016
Q1 | $835K | Sell |
21,177
-1,129
| -5% | -$43.4K | ﹤0.01% | 504 |
|
|
2015
Q4 | $1M | Buy |
22,306
+455
| +2% | +$22.2K | 0.01% | 489 |
|
|
2015
Q3 | $1.03M | Sell |
21,851
-365
| -2% | -$18.9K | 0.01% | 469 |
|
|
2015
Q2 | $1.14M | Buy |
22,216
+3,338
| +18% | +$173K | ﹤0.01% | 475 |
|
|
2015
Q1 | $970K | Buy |
18,878
+1,107
| +6% | +$55.6K | ﹤0.01% | 458 |
|
|
2014
Q4 | $923K | Buy |
+17,771
| New | +$921K | ﹤0.01% | 489 |
|
|
2013
Q4 | – | Sell |
-8,971
| Closed | -$384K | – | 692 |
|
|
2013
Q3 | $384K | Buy |
8,971
+1,371
| +18% | +$57.2K | ﹤0.01% | 484 |
|
|
2013
Q2 | $285K | Buy |
+7,600
| New | +$278K | ﹤0.01% | 482 |
|
Other funds holding PFG
NLI
CIBC World Market's PFG Position: Q2 2026 in Review
CIBC World Market reduced its Principal Financial Group (PFG) stake by 13% in Q2 2026, selling an estimated $651K and leaving 43,384 shares worth $4.68M. The position accounts for 0.01% of the portfolio, ranked #625.
CIBC World Market first reported a position in PFG in Q2 2013 and has held it in 29 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- CIBC World Market held 43,384 shares of Principal Financial Group worth $4.68M as of Q2 2026.
- CIBC World Market sold 6,414 Principal Financial Group shares in Q2 2026, an estimated $651K.
- Principal Financial Group made up 0.01% of CIBC World Market's portfolio in Q2 2026, its #625 holding.
- CIBC World Market first reported a position in Principal Financial Group in Q2 2013 and has held it in 29 quarters since.
- 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.