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BBR Partners’s Principal Financial Group PFG Stock Holding History

BBR Partners’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 		$2.08M Sell
19,297
-1
-0% -$102 0.1% 84
2026
Q1 		$1.74M Sell
19,298
-2,703
-12% -$247K 0.1% 77
2025
Q4 		$1.94M Sell
22,001
-25
-0.1% -$2.11K 0.1% 82
2025
Q3 		$1.83M Buy
22,026
+25
+0.1% +$2K 0.11% 76
2025
Q2 		$1.75M Sell
22,001
-19
-0.1% -$1.46K 0.11% 78
2025
Q1 		$1.86M Sell
22,020
-32
-0.1% -$2.66K 0.13% 68
2024
Q4 		$1.71M Buy
22,052
+11,052
+100% +$931K 0.12% 69
2024
Q3 		$945K Hold
11,000
– – 0.07% 91
2024
Q2 		$863K Hold
11,000
– – 0.07% 88
2024
Q1 		$949K Buy
+11,000
New +$883K 0.08% 90

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

BBR Partners's PFG Position: Q2 2026 in Review

BBR Partners reduced its Principal Financial Group (PFG) stake by 0.01% in Q2 2026, selling an estimated $102 and leaving 19,297 shares worth $2.08M. The position accounts for 0.1% of the portfolio, ranked #84.

BBR Partners first reported a position in PFG in Q1 2024 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • BBR Partners held 19,297 shares of Principal Financial Group worth $2.08M as of Q2 2026.
  • BBR Partners sold 1 Principal Financial Group share in Q2 2026, an estimated $102.
  • Principal Financial Group made up 0.1% of BBR Partners's portfolio in Q2 2026, its #84 holding.
  • BBR Partners first reported a position in Principal Financial Group in Q1 2024 and has held it in 10 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.