BJL
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Brighton Jones LLC’s Principal Financial Group PFG Stock Holding History

Brighton Jones 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
Q1 		$889K Buy
+9,866
New +$902K 0.02% 494
2025
Q4 		– Sell
-3,944
Closed -$327K – 701
2025
Q3 		$327K Buy
3,944
+326
+9% +$26.1K 0.01% 776
2025
Q2 		$287K Buy
3,618
+189
+6% +$14.5K 0.01% 741
2025
Q1 		$289K Buy
3,429
+494
+17% +$41.1K 0.01% 542
2024
Q4 		$227K Buy
2,935
+89
+3% +$7.5K 0.01% 610
2024
Q3 		$244K Buy
2,846
+24
+0.9% +$1.94K 0.01% 481
2024
Q2 		$221K Buy
2,822
+42
+2% +$3.41K 0.01% 552
2024
Q1 		$240K Buy
2,780
+7
+0.3% +$562 0.01% 523
2023
Q4 		$218K Buy
+2,773
New +$201K 0.01% 516
2023
Q3 		– Sell
-2,701
Closed -$205K – 567
2023
Q2 		$205K Buy
+2,701
New +$195K 0.01% 504
2023
Q1 		– Sell
-2,627
Closed -$220K – 532
2022
Q4 		$220K Buy
+2,627
New +$225K 0.01% 412
2022
Q2 		– Sell
-2,803
Closed -$206K – 518
2022
Q1 		$206K Buy
+2,803
New +$203K 0.01% 473

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brighton Jones LLC's PFG Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Principal Financial Group (PFG) in Q1 2026: 9,866 shares worth $889K. The stake represents 0.02% of the portfolio and ranks #494 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in PFG as recently as Q3 2025.

Brighton Jones LLC first reported a position in PFG in Q1 2022 and has held it in 12 quarters since. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Brighton Jones LLC held 9,866 shares of Principal Financial Group worth $889K as of Q1 2026.
  • Principal Financial Group was a new Brighton Jones LLC position in Q1 2026.
  • Principal Financial Group made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #494 holding.
  • Brighton Jones LLC first reported a position in Principal Financial Group in Q1 2022 and has held it in 12 quarters since.
  • 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.