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Burnham & Co LLC’s Principal Financial Group PFG Stock Holding History

Burnham & Co LLC’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 		$80.8K Buy
+750
New +$76.1K 0.07% 93

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burnham & Co LLC's PFG Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Principal Financial Group (PFG) in Q2 2026: 750 shares worth $80.8K. The stake represents 0.07% of the portfolio and ranks #93 among its holdings.

804 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Burnham & Co LLC held 750 shares of Principal Financial Group worth $80.8K as of Q2 2026.
  • Principal Financial Group was a new Burnham & Co LLC position in Q2 2026.
  • Principal Financial Group made up 0.07% of Burnham & Co LLC's portfolio in Q2 2026, its #93 holding.
  • 804 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.