PRINCIPAL FINANCIAL GROUP INC
Position in CBU — Community Financial System, Inc.
CIK 1126328
DES MOINES, IA
Position in CBU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$17,096,939
+$2,059,667 QoQ
Shares Held
254,722
-0.7% QoQ
Ownership
0.484%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 275 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,256,609,371 across 127 Banks - Regional names. CBU ranks #47 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,415,104 | $348,426,905 | |
| 2 | WTFC |
Wintrust Financial Corp
|
1,246,124 | $200,277,048 | |
| 3 | BAP |
Credicorp Ltd
|
478,109 | $186,261,704 | |
| 4 | EWBC |
East West Bancorp Inc
|
1,330,518 | $171,756,567 | |
| 5 | USB |
US Bancorp De
|
1,723,537 | $104,101,634 | |
| 6 | ONB |
Old National Bancorp /In/
|
3,951,709 | $102,349,263 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
654,435 | $101,123,295 | |
| 8 | UMBF |
Umb Financial Corp
|
694,836 | $99,194,786 |
All Filings in CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,096,939 | 254,722 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $15,037,272 | 256,390 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $14,428,181 | 251,187 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $14,971,612 | 255,314 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $17,046,497 | 299,745 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $14,911,250 | 262,245 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $15,720,319 | 254,869 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $14,384,461 | 247,709 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $12,286,968 | 260,262 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $13,296,672 | 276,841 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $14,499,033 | 278,239 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $12,177,331 | 288,494 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $14,311,713 | 305,284 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $17,033,686 | 324,513 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $20,659,119 | 328,183 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $19,894,831 | 331,139 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $21,059,267 | 332,795 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $25,254,911 | 360,013 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $27,098,504 | 363,836 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $25,466,949 | 372,215 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $28,664,314 | 378,907 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $28,713,764 | 374,267 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $23,160,128 | 371,692 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $21,084,134 | 387,149 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $22,537,040 | 395,248 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $23,315,199 | 396,517 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||