Bank of Montreal
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Bank of Montreal’s Principal Financial Group PFG Stock Holding History

Bank of Montreal’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
2019
Q1 		– Sell
-53,500
Closed -$2.36M – 4635
2018
Q4 		$2.36M Buy
+53,500
New +$2.63M ﹤0.01% 1442

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 $3.38T AUM 44.17% 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

Bank of Montreal's PFG Position: Q2 2026 in Review

Bank of Montreal increased its Principal Financial Group (PFG) stake by 34% in Q2 2026, buying an estimated $5.81M and bringing the position to 226,559 shares worth $24.4M. The position accounts for 0.01% of the portfolio, ranked #837.

Bank of Montreal first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $165M in Q3 2021. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Bank of Montreal held 226,559 shares of Principal Financial Group worth $24.4M as of Q2 2026.
  • Bank of Montreal bought 57,178 Principal Financial Group shares in Q2 2026, an estimated $5.81M.
  • Principal Financial Group made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #837 holding.
  • Bank of Montreal first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Principal Financial Group position peaked at $165M in Q3 2021.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.