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Atomi Financial Group’s Principal Financial Group PFG Stock Holding History

Atomi Financial 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 		$340K Buy
3,154
+79
+3% +$8.02K 0.01% 964
2026
Q1 		$277K Buy
3,075
+267
+10% +$24.4K 0.01% 998
2025
Q4 		$248K Buy
2,808
+327
+13% +$27.6K 0.01% 1039
2025
Q3 		$206K Buy
+2,481
New +$198K 0.01% 1104
2025
Q2 		– Sell
-2,934
Closed -$248K – 1162
2025
Q1 		$248K Buy
+2,934
New +$244K 0.01% 869
2024
Q4 		– Sell
-2,437
Closed -$209K – 1013
2024
Q3 		$209K Buy
+2,437
New +$197K 0.01% 838

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

Atomi Financial Group's PFG Position: Q2 2026 in Review

Atomi Financial Group increased its Principal Financial Group (PFG) stake by 2.6% in Q2 2026, buying an estimated $8.02K and bringing the position to 3,154 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #964.

Atomi Financial Group first reported a position in PFG in Q3 2024 and has held it in 6 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Atomi Financial Group held 3,154 shares of Principal Financial Group worth $340K as of Q2 2026.
  • Atomi Financial Group bought 79 Principal Financial Group shares in Q2 2026, an estimated $8.02K.
  • Principal Financial Group made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #964 holding.
  • Atomi Financial Group first reported a position in Principal Financial Group in Q3 2024 and has held it in 6 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.