BOS Asset Management’s Principal Financial Group PFG Stock Holding History

BOS Asset Management’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	$203K	Buy	+1,887	New	+$192K	0.05%	198

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

BOS Asset Management's PFG Position: Q2 2026 in Review

BOS Asset Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 1,887 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #198 among its holdings.

123 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

BOS Asset Management held 1,887 shares of Principal Financial Group worth $203K as of Q2 2026.
Principal Financial Group was a new BOS Asset Management position in Q2 2026.
Principal Financial Group made up 0.05% of BOS Asset Management's portfolio in Q2 2026, its #198 holding.
123 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.