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Basepoint Wealth’s Principal Financial Group PFG Stock Holding History

Basepoint Wealth’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 		$1.04M Buy
9,623
+20
+0.2% +$2.03K 0.59% 31
2026
Q1 		$865K Buy
9,603
+26
+0.3% +$2.38K 0.5% 31
2025
Q4 		$845K Buy
9,577
+61
+0.6% +$5.15K 0.51% 27
2025
Q3 		$789K Buy
9,516
+66
+0.7% +$5.28K 0.56% 30
2025
Q2 		$751K Sell
9,450
-87
-0.9% -$6.68K 0.58% 34
2025
Q1 		$805K Buy
9,537
+61
+0.6% +$5.07K 0.63% 28
2024
Q4 		$734K Buy
9,476
+63
+0.7% +$5.31K 0.58% 37
2024
Q3 		$809K Sell
9,413
-96
-1% -$7.75K 0.6% 37
2024
Q2 		$746K Sell
9,509
-29
-0.3% -$2.35K 0.59% 42
2024
Q1 		$823K Sell
9,538
-83
-0.9% -$6.66K 0.62% 38
2023
Q4 		$757K Buy
9,621
+346
+4% +$25.1K 0.61% 42
2023
Q3 		$668K Buy
9,275
+565
+6% +$43.9K 0.55% 46
2023
Q2 		$661K Buy
8,710
+203
+2% +$14.6K 0.55% 47
2023
Q1 		$632K Buy
8,507
+103
+1% +$8.74K 0.53% 49
2022
Q4 		$705K Buy
8,404
+3
+0% +$257 0.62% 45
2022
Q3 		$606K Buy
8,401
+118
+1% +$8.48K 0.65% 42
2022
Q2 		$553K Buy
8,283
+67
+0.8% +$4.71K 0.58% 44
2022
Q1 		$603K Buy
8,216
+2
+0% +$145 0.56% 30
2021
Q4 		$594K Buy
+8,214
New +$573K 0.58% 31

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

Basepoint Wealth's PFG Position: Q2 2026 in Review

Basepoint Wealth increased its Principal Financial Group (PFG) stake by 0.21% in Q2 2026, buying an estimated $2.03K and bringing the position to 9,623 shares worth $1.04M. The position accounts for 0.59% of the portfolio, ranked #31.

Basepoint Wealth first reported a position in PFG in Q4 2021 and has held it in 19 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Basepoint Wealth held 9,623 shares of Principal Financial Group worth $1.04M as of Q2 2026.
  • Basepoint Wealth bought 20 Principal Financial Group shares in Q2 2026, an estimated $2.03K.
  • Principal Financial Group made up 0.59% of Basepoint Wealth's portfolio in Q2 2026, its #31 holding.
  • Basepoint Wealth first reported a position in Principal Financial Group in Q4 2021 and has held it in 19 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.