Boyd Watterson Asset Management’s Principal Financial Group PFG Stock Holding History

Boyd Watterson 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	$11.1K	Hold	103	–	–	﹤0.01%	281
2026 Q1	$9.28K	Hold	103	–	–	﹤0.01%	286
2025 Q4	$9.09K	Sell	103 -12	-10%	-$1.01K	﹤0.01%	292
2025 Q3	$9.54K	Hold	115	–	–	﹤0.01%	290
2025 Q2	$9.13K	Sell	115 -138	-55%	-$10.6K	﹤0.01%	291
2025 Q1	$21.3K	Sell	253 -130	-34%	-$10.8K	0.01%	251
2024 Q4	$29.6K	Hold	383	–	–	0.01%	228
2024 Q3	$32.9K	Sell	383 -32	-8%	-$2.58K	0.01%	215
2024 Q2	$32.6K	Hold	415	–	–	0.01%	215
2024 Q1	$35.8K	Hold	415	–	–	0.01%	205
2023 Q4	$32.6K	Hold	415	–	–	0.01%	213
2023 Q3	$29.9K	Hold	415	–	–	0.01%	215
2023 Q2	$31.5K	Hold	415	–	–	0.01%	215
2023 Q1	$30.8K	Hold	415	–	–	0.01%	222
2022 Q4	$34.8K	Buy	+415	New	+$35.6K	0.01%	210

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

Boyd Watterson Asset Management's PFG Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 103 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Boyd Watterson Asset Management first reported a position in PFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $35.8K in Q1 2024. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Boyd Watterson Asset Management held 103 shares of Principal Financial Group worth $11.1K as of Q2 2026.
Boyd Watterson Asset Management left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #281 holding.
Boyd Watterson Asset Management first reported a position in Principal Financial Group in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's Principal Financial Group position peaked at $35.8K in Q1 2024.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.