BLC
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Brown, Lisle/Cummings’s Principal Financial Group PFG Stock Holding History

Brown, Lisle/Cummings’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 		$38.1K Hold
423
– – 0.01% 392
2025
Q4 		$37.3K Hold
423
– – 0.01% 367
2025
Q3 		$35.1K Hold
423
– – 0.01% 376
2025
Q2 		$33.6K Hold
423
– – 0.01% 375
2025
Q1 		$35.7K Buy
423
+7
+2% +$582 0.01% 360
2024
Q4 		$32.2K Hold
416
– – 0.01% 368
2024
Q3 		$35.7K Hold
416
– – 0.01% 344
2024
Q2 		$32.6K Hold
416
– – 0.01% 345
2024
Q1 		$35.9K Hold
416
– – 0.01% 322
2023
Q4 		$32.7K Hold
416
– – 0.01% 322
2023
Q3 		$30K Hold
416
– – 0.01% 304
2023
Q2 		$31.5K Buy
+416
New +$30K 0.01% 301

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return