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AlphaCore Capital’s Principal Financial Group PFG Stock Holding History

AlphaCore Capital’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
Q1 		$87.6K Buy
+972
New +$88.8K ﹤0.01% 951
2020
Q2 		– Sell
-76
Closed -$2K – 243
2020
Q1 		$2K Buy
+76
New +$3.6K ﹤0.01% 301

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AlphaCore Capital's PFG Position: Q1 2026 in Review

AlphaCore Capital opened a new position in Principal Financial Group (PFG) in Q1 2026: 972 shares worth $87.6K. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in PFG as recently as Q1 2020.

AlphaCore Capital first reported a position in PFG in Q1 2020 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • AlphaCore Capital held 972 shares of Principal Financial Group worth $87.6K as of Q1 2026.
  • Principal Financial Group was a new AlphaCore Capital position in Q1 2026.
  • Principal Financial Group made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #951 holding.
  • AlphaCore Capital first reported a position in Principal Financial Group in Q1 2020 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.