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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
Q2 		$219K Buy
2,030
+1,058
+109% +$107K ﹤0.01% 1067
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 $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AlphaCore Capital's PFG Position: Q2 2026 in Review

AlphaCore Capital increased its Principal Financial Group (PFG) stake by 109% in Q2 2026, buying an estimated $107K and bringing the position to 2,030 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

AlphaCore Capital first reported a position in PFG in Q1 2020 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • AlphaCore Capital held 2,030 shares of Principal Financial Group worth $219K as of Q2 2026.
  • AlphaCore Capital bought 1,058 Principal Financial Group shares in Q2 2026, an estimated $107K.
  • Principal Financial Group made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1067 holding.
  • AlphaCore Capital first reported a position in Principal Financial Group in Q1 2020 and has held it in 3 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.