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Brinker Capital Investments’s Principal Financial Group PFG Stock Holding History

Brinker Capital Investments’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 		$335K Sell
3,111
-587
-16% -$59.6K ﹤0.01% 1593
2026
Q1 		$333K Buy
3,698
+163
+5% +$14.9K ﹤0.01% 1626
2025
Q4 		$312K Sell
3,535
-448
-11% -$37.8K ﹤0.01% 1792
2025
Q3 		$330K Buy
3,983
+82
+2% +$6.55K ﹤0.01% 1718
2025
Q2 		$310K Sell
3,901
-335
-8% -$25.7K ﹤0.01% 1687
2025
Q1 		$357K Buy
4,236
+798
+23% +$66.4K ﹤0.01% 1552
2024
Q4 		$266K Buy
3,438
+644
+23% +$54.3K ﹤0.01% 1610
2024
Q3 		$240K Buy
+2,794
New +$226K ﹤0.01% 1629
2023
Q2 		– Sell
-3,162
Closed -$235K – 1668
2023
Q1 		$235K Buy
+3,162
New +$268K ﹤0.01% 1442
2020
Q1 		– Sell
-4,223
Closed -$232K – 622
2019
Q4 		$232K Sell
4,223
-7
-0.2% -$383 0.01% 308
2019
Q3 		$242K Buy
4,230
+110
+3% +$6.19K 0.01% 308
2019
Q2 		$239K Sell
4,120
-9
-0.2% -$496 0.01% 361
2019
Q1 		$207K Buy
4,129
+3,905
+1,743% +$194K 0.01% 340
2018
Q4 		$10K Buy
224
+167
+293% +$8.22K ﹤0.01% 505
2018
Q3 		$3K Buy
+57
New +$3.18K ﹤0.01% 583

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

Brinker Capital Investments's PFG Position: Q2 2026 in Review

Brinker Capital Investments reduced its Principal Financial Group (PFG) stake by 16% in Q2 2026, selling an estimated $59.6K and leaving 3,111 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Brinker Capital Investments first reported a position in PFG in Q3 2018 and has held it in 15 quarters since. The position peaked at $357K in Q1 2025. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Brinker Capital Investments held 3,111 shares of Principal Financial Group worth $335K as of Q2 2026.
  • Brinker Capital Investments sold 587 Principal Financial Group shares in Q2 2026, an estimated $59.6K.
  • Principal Financial Group made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1593 holding.
  • Brinker Capital Investments first reported a position in Principal Financial Group in Q3 2018 and has held it in 15 quarters since.
  • Brinker Capital Investments's Principal Financial Group position peaked at $357K in Q1 2025.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.