BGAI
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Bruce G. Allen Investments’s Principal Financial Group PFG Stock Holding History

Bruce G. Allen Investments’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 		$20.7K Buy
192
+2
+1% +$203 0.01% 407
2026
Q1 		$17.1K Buy
190
+20
+12% +$1.83K 0.01% 423
2025
Q4 		$15K Hold
170
– – 0.01% 429
2025
Q3 		$14.1K Hold
170
– – 0.01% 438
2025
Q2 		$13.5K Sell
170
-42
-20% -$3.22K 0.01% 435
2025
Q1 		$17.9K Hold
212
– – 0.01% 387
2024
Q4 		$16.4K Sell
212
-9
-4% -$758 0.01% 408
2024
Q3 		$19K Hold
221
– – 0.01% 395
2024
Q2 		$17.3K Hold
221
– – 0.01% 384
2024
Q1 		$19.1K Hold
221
– – 0.02% 386
2023
Q4 		$17.4K Buy
+221
New +$16K 0.02% 390

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bruce G. Allen Investments's PFG Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Principal Financial Group (PFG) stake by 1.1% in Q2 2026, buying an estimated $203 and bringing the position to 192 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #407.

Bruce G. Allen Investments first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Bruce G. Allen Investments held 192 shares of Principal Financial Group worth $20.7K as of Q2 2026.
  • Bruce G. Allen Investments bought 2 Principal Financial Group shares in Q2 2026, an estimated $203.
  • Principal Financial Group made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #407 holding.
  • Bruce G. Allen Investments first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.