BFG
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Beacon Financial Group’s Principal Financial Group PFG Stock Holding History

Beacon 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 		$469K Sell
4,356
-95
-2% -$9.65K 0.04% 254
2026
Q1 		$401K Buy
4,451
+120
+3% +$11K 0.04% 256
2025
Q4 		$382K Hold
4,331
– – 0.04% 264
2025
Q3 		$359K Buy
4,331
+1,711
+65% +$137K 0.04% 271
2025
Q2 		$208K Sell
2,620
-105
-4% -$8.06K 0.02% 326
2025
Q1 		$230K Sell
2,725
-1,184
-30% -$98.5K 0.03% 310
2024
Q4 		$303K Sell
3,909
-792
-17% -$66.7K 0.03% 282
2024
Q3 		$404K Sell
4,701
-320
-6% -$25.8K 0.04% 241
2024
Q2 		$394K Sell
5,021
-40
-0.8% -$3.25K 0.04% 233
2024
Q1 		$437K Sell
5,061
-51,891
-91% -$4.16M 0.05% 230
2023
Q4 		$4.48M Sell
56,952
-2,731
-5% -$198K 0.55% 52
2023
Q3 		$4.64M Sell
59,683
-413
-0.7% -$32.1K 0.66% 45
2023
Q2 		$4.54M Sell
60,096
-456
-0.8% -$32.9K 0.62% 55
2023
Q1 		$4.5M Sell
60,552
-2,771
-4% -$235K 0.63% 56
2022
Q4 		$5.31M Sell
63,323
-1,130
-2% -$96.9K 0.73% 40
2022
Q3 		$4.6M Sell
64,453
-525
-0.8% -$37.7K 0.72% 43
2022
Q2 		$4.41M Sell
64,978
-68
-0.1% -$4.78K 0.66% 54
2022
Q1 		$4.85M Sell
65,046
-348
-0.5% -$25.2K 0.65% 50
2021
Q4 		$4.79M Sell
65,394
-722
-1% -$50.4K 0.62% 49
2021
Q3 		$4.32M Buy
66,116
+570
+0.9% +$36.6K 0.58% 55
2021
Q2 		$4.04M Sell
65,546
-837
-1% -$53.5K 0.57% 60
2021
Q1 		$3.57M Hold
66,383
– – 0.56% 59
2020
Q4 		$3.57M Sell
66,383
-1,165
-2% -$53.4K 0.56% 59
2020
Q3 		$2.72M Sell
67,548
-1,630
-2% -$69.5K 0.49% 60
2020
Q2 		$2.79M Buy
69,178
+7,388
+12% +$270K 0.54% 60
2020
Q1 		$2.05M Sell
61,790
-1,534
-2% -$72.6K 0.45% 64
2019
Q4 		$3.48M Buy
63,324
+177
+0.3% +$9.69K 0.44% 58
2019
Q3 		$3.62M Sell
63,147
-522
-0.8% -$29.4K 0.62% 52
2019
Q2 		$3.69M Sell
63,669
-1
-0% -$55 0.63% 52
2019
Q1 		$3.2K Sell
63,670
-495
-0.8% -$24.5K 0.52% 59
2018
Q4 		$2.79M Buy
64,165
+446
+0.7% +$22K 0.52% 58
2018
Q3 		$3.73M Sell
63,719
-2,057
-3% -$115K 0.63% 48
2018
Q2 		$3.48M Buy
65,776
+129
+0.2% +$7.5K 0.59% 55
2018
Q1 		$4M Sell
65,647
-3,192
-5% -$210K 0.68% 47
2017
Q4 		$4.86M Sell
68,839
-61,886
-47% -$4.26M 0.85% 44
2017
Q3 		$8.41M Sell
130,725
-573
-0.4% -$36.9K 1.52% 25
2017
Q2 		$8.47M Buy
131,298
+664
+0.5% +$42.1K 1.61% 21
2017
Q1 		$8.24M Sell
130,634
-986
-0.7% -$60.1K 1.58% 23
2016
Q4 		$7.62M Sell
131,620
-1,168
-0.9% -$65.4K 1.55% 24
2016
Q3 		$6.71M Buy
+132,788
New +$6.21M 1.41% 26
2015
Q4 		– Sell
-11,262
Closed -$527K – 171
2015
Q3 		$527K Buy
11,262
+3,829
+52% +$198K 0.13% 100
2015
Q2 		$377K Buy
7,433
+1,199
+19% +$62.2K 0.08% 131
2015
Q1 		$320K Buy
6,234
+1,555
+33% +$78.1K 0.07% 138
2014
Q4 		$247K Sell
4,679
-150
-3% -$7.78K 0.05% 160
2014
Q3 		$255K Buy
+4,829
New +$253K 0.06% 170

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

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

Beacon Financial Group reduced its Principal Financial Group (PFG) stake by 2.1% in Q2 2026, selling an estimated $9.65K and leaving 4,356 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #254.

Beacon Financial Group first reported a position in PFG in Q3 2014 and has held it in 45 quarters since. The position peaked at $8.47M in Q2 2017. 951 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Beacon Financial Group held 4,356 shares of Principal Financial Group worth $469K as of Q2 2026.
  • Beacon Financial Group sold 95 Principal Financial Group shares in Q2 2026, an estimated $9.65K.
  • Principal Financial Group made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #254 holding.
  • Beacon Financial Group first reported a position in Principal Financial Group in Q3 2014 and has held it in 45 quarters since.
  • Beacon Financial Group's Principal Financial Group position peaked at $8.47M in Q2 2017.
  • 951 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.