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AmeriFlex Group’s Principal Financial Group PFG Stock Holding History

AmeriFlex Group’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 		– Sell
-164
Closed -$14.8K – 1603
2026
Q1 		$14.8K Sell
164
-177
-52% -$16.2K 0.01% 671
2025
Q4 		$30.1K Sell
341
-993
-74% -$83.8K 0.02% 525
2025
Q3 		$111K Buy
1,334
+861
+182% +$68.8K 0.04% 312
2025
Q2 		$37.1K Buy
473
+21
+5% +$1.61K 0.02% 440
2025
Q1 		$38.1K Buy
452
+4
+0.9% +$333 0.02% 530
2024
Q4 		$37K Buy
+448
New +$37.8K 0.02% 502

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

AmeriFlex Group's PFG Position: Q2 2026 in Review

AmeriFlex Group sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 164 shares — an estimated $14.8K sold.

AmeriFlex Group first reported a position in PFG in Q4 2024 and held it in 6 quarters. The position peaked at $111K in Q3 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • AmeriFlex Group reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • AmeriFlex Group sold 164 Principal Financial Group shares in Q2 2026, an estimated $14.8K.
  • AmeriFlex Group first reported a position in Principal Financial Group in Q4 2024 and held it in 6 quarters.
  • AmeriFlex Group's Principal Financial Group position peaked at $111K in Q3 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.