BA
PFG icon

Blueline Advisors’s Principal Financial Group PFG Stock Holding History

Blueline Advisors’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 		$22.2K Hold
206
– – 0.02% 149
2026
Q1 		$18.6K Hold
206
– – 0.01% 148
2025
Q4 		$18.2K Buy
+206
New +$17.4K 0.01% 143

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

Blueline Advisors's PFG Position: Q2 2026 in Review

Blueline Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 206 shares worth $22.2K. The position accounts for 0.02% of the portfolio, ranked #149.

Blueline Advisors first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Blueline Advisors held 206 shares of Principal Financial Group worth $22.2K as of Q2 2026.
  • Blueline Advisors left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.02% of Blueline Advisors's portfolio in Q2 2026, its #149 holding.
  • Blueline Advisors first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Blueline Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.