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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

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 $3.37T AUM 44.26% 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

Cromwell Holdings's PFG Position: Q2 2026 in Review

Cromwell Holdings increased its Principal Financial Group (PFG) stake by 5% in Q2 2026, buying an estimated $3.25K and bringing the position to 674 shares worth $72.6K. The position accounts for 0.03% of the portfolio, ranked #420.

Cromwell Holdings first reported a position in PFG in Q2 2024 and has held it in 9 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Cromwell Holdings held 674 shares of Principal Financial Group worth $72.6K as of Q2 2026.
  • Cromwell Holdings bought 32 Principal Financial Group shares in Q2 2026, an estimated $3.25K.
  • Principal Financial Group made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #420 holding.
  • Cromwell Holdings first reported a position in Principal Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.