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
Q2 		$1.08M Buy
10,045
+179
+2% +$18.2K 0.02% 485
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
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 $3.38T AUM 44.17% 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

Brighton Jones LLC's PFG Position: Q2 2026 in Review

Brighton Jones LLC increased its Principal Financial Group (PFG) stake by 1.8% in Q2 2026, buying an estimated $18.2K and bringing the position to 10,045 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #485.

Brighton Jones LLC first reported a position in PFG in Q1 2022 and has held it in 13 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Brighton Jones LLC held 10,045 shares of Principal Financial Group worth $1.08M as of Q2 2026.
  • Brighton Jones LLC bought 179 Principal Financial Group shares in Q2 2026, an estimated $18.2K.
  • Principal Financial Group made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #485 holding.
  • Brighton Jones LLC first reported a position in Principal Financial Group in Q1 2022 and has held it in 13 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.