Brookstone Capital Management’s Principal Financial Group PFG Stock Holding History

Brookstone Capital 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	$1.86M	Buy	17,233 +1,357	+9%	+$138K	0.02%	515
2026 Q1	$1.43M	Buy	15,876 +12,895	+433%	+$1.18M	0.02%	539
2025 Q4	$263K	Sell	2,981 -38	-1%	-$3.21K	﹤0.01%	1027
2025 Q3	$250K	Buy	3,019 +115	+4%	+$9.19K	﹤0.01%	1029
2025 Q2	$231K	Buy	2,904 +39	+1%	+$2.99K	﹤0.01%	975
2025 Q1	$242K	Buy	+2,865	New	+$238K	﹤0.01%	928
2023 Q1	–	Sell	-2,817	Closed	-$246K	–	869
2022 Q4	$246K	Buy	+2,817	New	+$242K	0.01%	741
2020 Q4	–	Sell	-6,690	Closed	-$269K	–	502
2020 Q3	$269K	Buy	+6,690	New	+$285K	0.01%	355
2020 Q1	–	Sell	-13,622	Closed	-$749K	–	397
2019 Q4	$749K	Sell	13,622 -5,211	-28%	-$285K	0.04%	216
2019 Q3	$1.08M	Sell	18,833 -20,271	-52%	-$1.14M	0.06%	181
2019 Q2	$2.27M	Buy	+39,104	New	+$2.15M	0.13%	138
2018 Q4	–	Sell	-78,640	Closed	-$4.61M	–	378
2018 Q3	$4.61M	Sell	78,640 -6,524	-8%	-$364K	0.35%	85
2018 Q2	$4.51M	Buy	+85,164	New	+$4.95M	0.39%	87
2015 Q4	–	Sell	-707	Closed	-$33K	–	680
2015 Q3	$33K	Sell	707 -359	-34%	-$18.6K	0.01%	550
2015 Q2	$55K	Buy	+1,066	New	+$55.3K	0.01%	457

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

Brookstone Capital Management's PFG Position: Q2 2026 in Review

Brookstone Capital Management increased its Principal Financial Group (PFG) stake by 8.5% in Q2 2026, buying an estimated $138K and bringing the position to 17,233 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #515.

Brookstone Capital Management first reported a position in PFG in Q2 2015 and has held it in 15 quarters since. The position peaked at $4.61M in Q3 2018. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Brookstone Capital Management held 17,233 shares of Principal Financial Group worth $1.86M as of Q2 2026.
Brookstone Capital Management bought 1,357 Principal Financial Group shares in Q2 2026, an estimated $138K.
Principal Financial Group made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #515 holding.
Brookstone Capital Management first reported a position in Principal Financial Group in Q2 2015 and has held it in 15 quarters since.
Brookstone Capital Management's Principal Financial Group position peaked at $4.61M in Q3 2018.
952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.