Commonwealth Equity Services
PFG icon

Commonwealth Equity Services’s Principal Financial Group PFG Stock Holding History

Commonwealth Equity Services’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 		$6.63M Buy
61,560
+428
+0.7% +$43.5K 0.01% 1208
2026
Q1 		$5.51M Sell
61,132
-2,468
-4% -$226K 0.01% 1261
2025
Q4 		$5.61M Buy
63,600
+261
+0.4% +$22K 0.01% 1237
2025
Q3 		$5.25M Sell
63,339
-2,470
-4% -$197K 0.01% 1313
2025
Q2 		$5.23M Sell
65,809
-94
-0.1% -$7.22K 0.01% 1306
2025
Q1 		$5.56M Sell
65,903
-11,765
-15% -$979K 0.01% 1217
2024
Q4 		$6.01M Buy
77,668
+1,620
+2% +$137K 0.01% 1129
2024
Q3 		$6.53M Buy
76,048
+4,635
+6% +$374K 0.01% 1056
2024
Q2 		$5.6M Buy
71,413
+5,384
+8% +$437K 0.01% 1129
2024
Q1 		$5.7M Buy
66,029
+9,129
+16% +$733K 0.01% 1093
2023
Q4 		$4.48M Sell
56,900
-28,624
-33% -$2.07M 0.01% 1173
2023
Q3 		$6.16M Buy
85,524
+376
+0.4% +$29.2K 0.01% 915
2023
Q2 		$6.46M Sell
85,148
-1,751
-2% -$126K 0.01% 899
2023
Q1 		$6.46K Buy
86,899
+2,764
+3% +$235K 0.01% 883
2022
Q4 		$7.06M Sell
84,135
-21,842
-21% -$1.87M 0.02% 788
2022
Q3 		$7.65M Buy
105,977
+38,922
+58% +$2.8M 0.02% 694
2022
Q2 		$4.48M Buy
67,055
+4,005
+6% +$282K 0.01% 953
2022
Q1 		$4.63M Buy
63,050
+8,767
+16% +$635K 0.01% 985
2021
Q4 		$3.93M Sell
54,283
-861
-2% -$60.1K 0.01% 1056
2021
Q3 		$3.55M Buy
55,144
+633
+1% +$40.6K 0.01% 1067
2021
Q2 		$3.44M Buy
54,511
+586
+1% +$37.5K 0.01% 1068
2021
Q1 		$3.23M Sell
53,925
-1,559
-3% -$86.9K 0.01% 1018
2020
Q4 		$2.75M Sell
55,484
-8,647
-13% -$396K 0.01% 1043
2020
Q3 		$2.58M Sell
64,131
-6,962
-10% -$297K 0.01% 965
2020
Q2 		$2.95M Buy
71,093
+13,716
+24% +$500K 0.01% 828
2020
Q1 		$1.8M Buy
57,377
+6,334
+12% +$300K 0.01% 947
2019
Q4 		$2.81M Buy
51,043
+2,114
+4% +$116K 0.01% 848
2019
Q3 		$2.79M Sell
48,929
-7,878
-14% -$444K 0.01% 802
2019
Q2 		$3.29M Buy
56,807
+3,075
+6% +$169K 0.01% 728
2019
Q1 		$2.7M Buy
53,732
+15,915
+42% +$789K 0.01% 786
2018
Q4 		$1.67M Buy
37,817
+770
+2% +$37.9K 0.01% 938
2018
Q3 		$2.17M Sell
37,047
-8,828
-19% -$492K 0.01% 890
2018
Q2 		$2.43M Buy
45,875
+1,166
+3% +$67.8K 0.01% 803
2018
Q1 		$2.72M Buy
44,709
+496
+1% +$32.6K 0.01% 713
2017
Q4 		$3.12M Buy
44,213
+5,139
+13% +$354K 0.02% 642
2017
Q3 		$2.51M Buy
39,074
+1,503
+4% +$96.7K 0.02% 695
2017
Q2 		$2.41M Sell
37,571
-2,609
-6% -$166K 0.02% 688
2017
Q1 		$2.54M Buy
40,180
+4,459
+12% +$272K 0.02% 642
2016
Q4 		$2.07M Buy
35,721
+3,259
+10% +$183K 0.02% 699
2016
Q3 		$1.67M Buy
32,462
+7,401
+30% +$346K 0.01% 768
2016
Q2 		$1.03M Buy
25,061
+919
+4% +$38.8K 0.01% 962
2016
Q1 		$952K Sell
24,142
-999
-4% -$38.4K 0.01% 969
2015
Q4 		$1.13M Buy
25,141
+9,405
+60% +$459K 0.01% 868
2015
Q3 		$745K Buy
15,736
+16
+0.1% +$829 0.01% 1033
2015
Q2 		$806K Sell
15,720
-11,509
-42% -$597K 0.01% 1078
2015
Q1 		$1.4M Buy
27,229
+2,509
+10% +$126K 0.01% 778
2014
Q4 		$1.28M Buy
24,720
+1,524
+7% +$79K 0.01% 772
2014
Q3 		$1.22M Buy
23,196
+1,956
+9% +$102K 0.01% 766
2014
Q2 		$1.07M Buy
21,240
+3,216
+18% +$151K 0.01% 827
2014
Q1 		$829K Buy
18,024
+1,450
+9% +$66.4K 0.01% 908
2013
Q4 		$817K Buy
16,574
+3,706
+29% +$176K 0.01% 874
2013
Q3 		$551K Buy
12,868
+3,500
+37% +$146K 0.01% 1041
2013
Q2 		$351K Buy
+9,368
New +$343K 0.01% 1214

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Commonwealth Equity Services's PFG Position: Q2 2026 in Review

Commonwealth Equity Services increased its Principal Financial Group (PFG) stake by 0.7% in Q2 2026, buying an estimated $43.5K and bringing the position to 61,560 shares worth $6.63M. The position accounts for 0.01% of the portfolio, ranked #1208.

Commonwealth Equity Services first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.65M in Q3 2022. 353 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Commonwealth Equity Services held 61,560 shares of Principal Financial Group worth $6.63M as of Q2 2026.
  • Commonwealth Equity Services bought 428 Principal Financial Group shares in Q2 2026, an estimated $43.5K.
  • Principal Financial Group made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1208 holding.
  • Commonwealth Equity Services first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's Principal Financial Group position peaked at $7.65M in Q3 2022.
  • 353 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.