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COMMONWEALTH EQUITY SERVICES, LLC → PFG
COMMONWEALTH EQUITY SERVICES, LLC PFG Position History
Principal Financial Group, Inc. • Financial Services
Quarters held
8
Latest value
$6.1M
Q3 2026
Peak value
$6.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.1M |
| Q4 2025 | $5.6M |
| Q1 2026 | $5.2M |
| Q1 2026 | $5.5M |
| Q2 2026 | $4.8M |
| Q2 2026 | $6.6M |
| Q3 2026 | $4.8M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 54.7K | — | — |
| Q3 2026 | $4.8M | 261.4K | — | — |
| Q2 2026 | $6.6M | 61.6K | — | — |
| Q2 2026 | $4.8M | 253.3K | — | — |
| Q1 2026 | $5.5M | 61.1K | — | — |
| Q1 2026 | $5.2M | 275.6K | — | — |
| Q4 2025 | $5.6M | 63.6K | — | — |
| Q4 2025 | $5.1M | 268.7K | — | — |