Brooklyn Investment Group’s Principal Financial Group PFG Stock Holding History

Brooklyn Investment Group’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	$1.16M	Buy	12,820 +4,704	+58%	+$430K	0.04%	488
2025 Q4	$723K	Buy	8,116 +4,313	+113%	+$364K	0.03%	467
2025 Q3	$301K	Sell	3,803 -75	-2%	-$6K	0.04%	427
2025 Q2	$308K	Buy	3,878 +548	+16%	+$42.1K	0.04%	433
2025 Q1	$281K	Sell	3,330 -13	-0.4%	-$1.08K	0.06%	276
2024 Q4	$259K	Buy	3,343 +38	+1%	+$3.2K	0.08%	211
2024 Q3	$284K	Buy	3,305 +235	+8%	+$19K	0.09%	188
2024 Q2	$264K	Hold	3,070	–	–	0.11%	182
2024 Q1	$264K	Hold	3,070	–	–	0.11%	182
2023 Q4	$242K	Buy	+3,070	New	+$222K	0.12%	187

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 $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Brooklyn Investment Group's PFG Position: Q1 2026 in Review

Brooklyn Investment Group increased its Principal Financial Group (PFG) stake by 58% in Q1 2026, buying an estimated $430K and bringing the position to 12,820 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #488.

Brooklyn Investment Group first reported a position in PFG in Q4 2023 and has held it in 10 quarters since. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Brooklyn Investment Group held 12,820 shares of Principal Financial Group worth $1.16M as of Q1 2026.
Brooklyn Investment Group bought 4,704 Principal Financial Group shares in Q1 2026, an estimated $430K.
Principal Financial Group made up 0.04% of Brooklyn Investment Group's portfolio in Q1 2026, its #488 holding.
Brooklyn Investment Group first reported a position in Principal Financial Group in Q4 2023 and has held it in 10 quarters since.
914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.