Buck Wealth Strategies’s Principal Financial Group PFG Stock Holding History

Buck Wealth Strategies’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	$17K	Buy	+158	New	+$16K	﹤0.01%	500

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Buck Wealth Strategies's PFG Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Principal Financial Group (PFG) in Q2 2026: 158 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings.

594 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Buck Wealth Strategies held 158 shares of Principal Financial Group worth $17K as of Q2 2026.
Principal Financial Group was a new Buck Wealth Strategies position in Q2 2026.
Principal Financial Group made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #500 holding.
594 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.