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PRINCIPAL FINANCIAL GROUP INC → CBU
PRINCIPAL FINANCIAL GROUP INC CBU Position History
Community Financial System, Inc. • Financial Services
Quarters held
10
Latest value
$211K
Q3 2026
Peak value
$17M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $221K |
| Q3 2025 | $14.8M |
| Q4 2025 | $142K |
| Q4 2025 | $14.3M |
| Q1 2026 | $14.9M |
| Q1 2026 | $152K |
| Q2 2026 | $17M |
| Q2 2026 | $123K |
| Q3 2026 | $14.8M |
| Q3 2026 | $211K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $211K | 3.5K | — | — |
| Q3 2026 | $14.8M | 248.8K | — | — |
| Q2 2026 | $123K | 1.8K | — | — |
| Q2 2026 | $17M | 252.9K | — | — |
| Q1 2026 | $152K | 2.6K | — | — |
| Q1 2026 | $14.9M | 253.8K | — | — |
| Q4 2025 | $14.3M | 248.7K | — | — |
| Q4 2025 | $142K | 2.5K | — | — |
| Q3 2025 | $14.8M | 251.5K | — | — |
| Q3 2025 | $221K | 3.8K | — | — |
Other funds holding CBU
$271.6M
$234.1M
$234.1M
$234.1M
$230.1M
$230.1M
$223.9M
$223.9M