Benjamin Edwards Inc’s Principal Financial Group PFG Stock Holding History

Benjamin Edwards Inc’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	$1.49M	Buy	13,816 +1,898	+16%	+$193K	0.01%	661
2026 Q1	$1.07M	Buy	11,918 +7,216	+153%	+$660K	0.01%	735
2025 Q4	$415K	Buy	4,702 +33	+0.7%	+$2.79K	﹤0.01%	1006
2025 Q3	$387K	Buy	4,669 +466	+11%	+$37.2K	﹤0.01%	1005
2025 Q2	$334K	Sell	4,203 -247	-6%	-$19K	﹤0.01%	967
2025 Q1	$375K	Buy	4,450 +1	+0%	+$83	0.01%	880
2024 Q4	$344K	Buy	4,449 +2	+0%	+$169	﹤0.01%	943
2024 Q3	$382K	Buy	+4,447	New	+$359K	0.01%	884

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Benjamin Edwards Inc's PFG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Principal Financial Group (PFG) stake by 16% in Q2 2026, buying an estimated $193K and bringing the position to 13,816 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #661.

Benjamin Edwards Inc first reported a position in PFG in Q3 2024 and has held it in 8 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Benjamin Edwards Inc held 13,816 shares of Principal Financial Group worth $1.49M as of Q2 2026.
Benjamin Edwards Inc bought 1,898 Principal Financial Group shares in Q2 2026, an estimated $193K.
Principal Financial Group made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #661 holding.
Benjamin Edwards Inc first reported a position in Principal Financial Group in Q3 2024 and has held it in 8 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.