CGH
PFG icon

Crossmark Global Holdings’s Principal Financial Group PFG Stock Holding History

Crossmark Global 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 		$1.87M Buy
17,305
+165
+1% +$16.8K 0.02% 473
2026
Q1 		$1.54M Sell
17,140
-60
-0.3% -$5.49K 0.02% 493
2025
Q4 		$1.52M Buy
17,200
+486
+3% +$41K 0.02% 497
2025
Q3 		$1.39M Buy
16,714
+3,153
+23% +$252K 0.02% 542
2025
Q2 		$1.08M Sell
13,561
-497
-4% -$38.2K 0.02% 585
2025
Q1 		$1.19M Sell
14,058
-590
-4% -$49.1K 0.02% 556
2024
Q4 		$1.13M Sell
14,648
-609
-4% -$51.3K 0.02% 549
2024
Q3 		$1.31M Buy
15,257
+277
+2% +$22.4K 0.02% 519
2024
Q2 		$1.18M Sell
14,980
-870
-5% -$70.6K 0.02% 544
2024
Q1 		$1.37M Sell
15,850
-696
-4% -$55.9K 0.03% 519
2023
Q4 		$1.3M Buy
16,546
+557
+3% +$40.3K 0.03% 524
2023
Q3 		$1.13M Buy
15,989
+260
+2% +$20.2K 0.03% 542
2023
Q2 		$1.25M Sell
15,729
-545
-3% -$39.3K 0.03% 531
2023
Q1 		$1.21M Sell
16,274
-1,208
-7% -$102K 0.03% 529
2022
Q4 		$1.47M Sell
17,482
-1,452
-8% -$125K 0.04% 470
2022
Q3 		$1.37M Sell
18,934
-333
-2% -$23.9K 0.04% 469
2022
Q2 		$1.29M Sell
19,267
-70
-0.4% -$4.92K 0.03% 500
2022
Q1 		$1.42M Buy
19,337
+360
+2% +$26.1K 0.03% 520
2021
Q4 		$1.37M Sell
18,977
-9,660
-34% -$674K 0.03% 535
2021
Q3 		$1.84M Buy
28,637
+550
+2% +$35.3K 0.04% 409
2021
Q2 		$1.77M Buy
28,087
+341
+1% +$21.8K 0.04% 424
2021
Q1 		$1.66M Sell
27,746
-3,407
-11% -$190K 0.04% 433
2020
Q4 		$1.55M Sell
31,153
-143,583
-82% -$6.58M 0.04% 442
2020
Q3 		$7.04M Sell
174,736
-3,733
-2% -$159K 0.2% 131
2020
Q2 		$7.41M Buy
178,469
+631
+0.4% +$23K 0.22% 114
2020
Q1 		$5.57M Sell
177,838
-1,191
-0.7% -$56.3K 0.2% 135
2019
Q4 		$9.85M Sell
179,029
-23,081
-11% -$1.26M 0.27% 99
2019
Q3 		$11.5M Sell
202,110
-2,481
-1% -$140K 0.34% 71
2019
Q2 		$11.8M Buy
204,591
+1,376
+0.7% +$75.8K 0.33% 70
2019
Q1 		$10.2M Sell
203,215
-3,600
-2% -$178K 0.29% 85
2018
Q4 		$9.13M Buy
206,815
+16,910
+9% +$832K 0.28% 85
2018
Q3 		$11.1M Buy
189,905
+6,951
+4% +$387K 0.28% 85
2018
Q2 		$9.69M Buy
182,954
+4,833
+3% +$281K 0.26% 92
2018
Q1 		$10.8M Buy
178,121
+155,784
+697% +$10.3M 0.28% 81
2017
Q4 		$1.58M Sell
22,337
-5,278
-19% -$364K 0.04% 502
2017
Q3 		$1.78M Buy
+27,615
New +$1.78M 0.05% 448
2016
Q3 		$1.78M Buy
+27,615
New +$1.29M 0.05% 448

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Crossmark Global Holdings's PFG Position: Q2 2026 in Review

Crossmark Global Holdings increased its Principal Financial Group (PFG) stake by 0.96% in Q2 2026, buying an estimated $16.8K and bringing the position to 17,305 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #473.

Crossmark Global Holdings first reported a position in PFG in Q3 2016 and has held it in 37 quarters since. The position peaked at $11.8M in Q2 2019. 136 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Crossmark Global Holdings held 17,305 shares of Principal Financial Group worth $1.87M as of Q2 2026.
  • Crossmark Global Holdings bought 165 Principal Financial Group shares in Q2 2026, an estimated $16.8K.
  • Principal Financial Group made up 0.02% of Crossmark Global Holdings's portfolio in Q2 2026, its #473 holding.
  • Crossmark Global Holdings first reported a position in Principal Financial Group in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Principal Financial Group position peaked at $11.8M in Q2 2019.
  • 136 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.