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 Q2	$45.6K	Hold	423	–	–	0.01%	407
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 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, Lisle/Cummings's PFG Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Principal Financial Group (PFG) position steady in Q2 2026 at 423 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #407.

Brown, Lisle/Cummings first reported a position in PFG in Q2 2023 and has held it in 13 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Brown, Lisle/Cummings held 423 shares of Principal Financial Group worth $45.6K as of Q2 2026.
Brown, Lisle/Cummings left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #407 holding.
Brown, Lisle/Cummings first reported a position in Principal Financial Group in Q2 2023 and has held it in 13 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.