Brown Advisory’s Principal Financial Group PFG Stock Holding History

Brown Advisory’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	$407K	Buy	3,779 +1,507	+66%	+$153K	﹤0.01%	1196
2026 Q1	$205K	Sell	2,272 -943	-29%	-$86.2K	﹤0.01%	1330
2025 Q4	$284K	Sell	3,215 -50	-2%	-$4.22K	﹤0.01%	1225
2025 Q3	$271K	Buy	3,265 +38	+1%	+$3.04K	﹤0.01%	1238
2025 Q2	$256K	Buy	3,227 +55	+2%	+$4.22K	﹤0.01%	1213
2025 Q1	$268K	Sell	3,172 -2	-0.1%	-$166	﹤0.01%	1173
2024 Q4	$246K	Buy	3,174 +440	+16%	+$37.1K	﹤0.01%	1222
2024 Q3	$235K	Sell	2,734 -260	-9%	-$21K	﹤0.01%	1164
2024 Q2	$235K	Buy	+2,994	New	+$243K	﹤0.01%	1136
2023 Q2	–	Sell	-3,010	Closed	-$224K	–	1230
2023 Q1	$224K	Sell	3,010 -117	-4%	-$9.93K	﹤0.01%	1105
2022 Q4	$262K	Buy	3,127 +89	+3%	+$7.63K	﹤0.01%	1053
2022 Q3	$219K	Hold	3,038	–	–	﹤0.01%	1043
2022 Q2	$203K	Hold	3,038	–	–	﹤0.01%	1041
2022 Q1	$223K	Sell	3,038 -455	-13%	-$32.9K	﹤0.01%	1042
2021 Q4	$252K	Hold	3,493	–	–	﹤0.01%	1094
2021 Q3	$225K	Sell	3,493 -648	-16%	-$41.6K	﹤0.01%	1017
2021 Q2	$261K	Buy	+4,141	New	+$265K	﹤0.01%	975

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

Brown Advisory's PFG Position: Q2 2026 in Review

Brown Advisory increased its Principal Financial Group (PFG) stake by 66% in Q2 2026, buying an estimated $153K and bringing the position to 3,779 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Brown Advisory first reported a position in PFG in Q2 2021 and has held it in 17 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Brown Advisory held 3,779 shares of Principal Financial Group worth $407K as of Q2 2026.
Brown Advisory bought 1,507 Principal Financial Group shares in Q2 2026, an estimated $153K.
Principal Financial Group made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1196 holding.
Brown Advisory first reported a position in Principal Financial Group in Q2 2021 and has held it in 17 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.