Blackhawk Capital Partners’s Principal Financial Group PFG Stock Holding History

Blackhawk Capital 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	$756K	Buy	7,018 +2,960	+73%	+$301K	0.25%	98
2026 Q1	$366K	Buy	4,058 +33	+0.8%	+$3.02K	0.13%	116
2025 Q4	$355K	Buy	4,025 +205	+5%	+$17.3K	0.13%	114
2025 Q3	$317K	Buy	3,820 +588	+18%	+$47K	0.12%	120
2025 Q2	$257K	Sell	3,232 -104	-3%	-$7.98K	0.12%	115
2025 Q1	$281K	Buy	+3,336	New	+$277K	0.15%	111
2024 Q4	–	Sell	-2,430	Closed	-$209K	–	140
2024 Q3	$209K	Buy	+2,430	New	+$196K	0.11%	122

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 $3.37T AUM 44.26% 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

Blackhawk Capital Partners's PFG Position: Q2 2026 in Review

Blackhawk Capital Partners increased its Principal Financial Group (PFG) stake by 73% in Q2 2026, buying an estimated $301K and bringing the position to 7,018 shares worth $756K. The position accounts for 0.25% of the portfolio, ranked #98.

Blackhawk Capital Partners first reported a position in PFG in Q3 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Blackhawk Capital Partners held 7,018 shares of Principal Financial Group worth $756K as of Q2 2026.
Blackhawk Capital Partners bought 2,960 Principal Financial Group shares in Q2 2026, an estimated $301K.
Principal Financial Group made up 0.25% of Blackhawk Capital Partners's portfolio in Q2 2026, its #98 holding.
Blackhawk Capital Partners first reported a position in Principal Financial Group in Q3 2024 and has held it in 7 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Blackhawk Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.