CRI
PFG icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Commonwealth Retirement Investments's PFG Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its Principal Financial Group (PFG) stake by 7.5% in Q1 2026, buying an estimated $107K and bringing the position to 16,923 shares worth $1.52M. The position accounts for 0.47% of the portfolio, ranked #58.

Commonwealth Retirement Investments first reported a position in PFG in Q2 2025 and has held it in 4 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Commonwealth Retirement Investments held 16,923 shares of Principal Financial Group worth $1.52M as of Q1 2026.
  • Commonwealth Retirement Investments bought 1,176 Principal Financial Group shares in Q1 2026, an estimated $107K.
  • Principal Financial Group made up 0.47% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #58 holding.
  • Commonwealth Retirement Investments first reported a position in Principal Financial Group in Q2 2025 and has held it in 4 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.