CH
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Cromwell Holdings’s Principal Financial Group PFG Stock Holding History

Cromwell Holdings’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 		$72.6K Buy
674
+32
+5% +$3.25K 0.03% 420
2026
Q1 		$57.9K Hold
642
– – 0.03% 449
2025
Q4 		$56.6K Hold
642
– – 0.03% 443
2025
Q3 		$53.2K Buy
642
+112
+21% +$8.95K 0.03% 468
2025
Q2 		$42.1K Buy
530
+28
+6% +$2.15K 0.03% 489
2025
Q1 		$42.4K Buy
502
+12
+2% +$998 0.03% 482
2024
Q4 		$37.9K Hold
490
– – 0.02% 515
2024
Q3 		$42.1K Hold
490
– – 0.03% 488
2024
Q2 		$38.4K Buy
+490
New +$39.8K 0.02% 489

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM