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Commonwealth Retirement Investments’s Principal Financial Group PFG Stock Holding History

Commonwealth Retirement Investments’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 		$1.68M Sell
15,545
-1,378
-8% -$140K 0.45% 58
2026
Q1 		$1.52M Buy
16,923
+1,176
+7% +$107K 0.47% 58
2025
Q4 		$1.39M Buy
15,747
+317
+2% +$26.8K 0.45% 54
2025
Q3 		$1.28M Buy
15,430
+1,415
+10% +$113K 0.43% 62
2025
Q2 		$1.11M Buy
+14,015
New +$1.08M 0.42% 65

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Commonwealth Retirement Investments's PFG Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its Principal Financial Group (PFG) stake by 8.1% in Q2 2026, selling an estimated $140K and leaving 15,545 shares worth $1.68M. The position accounts for 0.45% of the portfolio, ranked #58.

Commonwealth Retirement Investments first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Commonwealth Retirement Investments held 15,545 shares of Principal Financial Group worth $1.68M as of Q2 2026.
  • Commonwealth Retirement Investments sold 1,378 Principal Financial Group shares in Q2 2026, an estimated $140K.
  • Principal Financial Group made up 0.45% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #58 holding.
  • Commonwealth Retirement Investments first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.