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BFSG LLC’s Principal Financial Group PFG Stock Holding History

BFSG LLC’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 		$60.6K Sell
562
-56
-9% -$5.69K 0.01% 418
2026
Q1 		$55.7K Sell
618
-4
-0.6% -$366 0.01% 413
2025
Q4 		$54.9K Hold
622
– – 0.01% 400
2025
Q3 		$51.6K Buy
622
+13
+2% +$1.04K 0.01% 405
2025
Q2 		$48.4K Buy
609
+18
+3% +$1.38K 0.01% 390
2025
Q1 		$49.9K Buy
591
+18
+3% +$1.5K 0.01% 376
2024
Q4 		$44.4K Sell
573
-446
-44% -$37.6K 0.01% 384
2024
Q3 		$87.5K Buy
1,019
+16
+2% +$1.29K 0.01% 343
2024
Q2 		$78.7K Buy
1,003
+45
+5% +$3.65K 0.01% 335
2024
Q1 		$82.7K Buy
958
+78
+9% +$6.26K 0.01% 336
2023
Q4 		$69.2K Buy
+880
New +$63.7K 0.01% 331

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

BFSG LLC's PFG Position: Q2 2026 in Review

BFSG LLC reduced its Principal Financial Group (PFG) stake by 9.1% in Q2 2026, selling an estimated $5.69K and leaving 562 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #418.

BFSG LLC first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $87.5K in Q3 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • BFSG LLC held 562 shares of Principal Financial Group worth $60.6K as of Q2 2026.
  • BFSG LLC sold 56 Principal Financial Group shares in Q2 2026, an estimated $5.69K.
  • Principal Financial Group made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #418 holding.
  • BFSG LLC first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's Principal Financial Group position peaked at $87.5K in Q3 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.