Bulwark Capital’s Principal Financial Group PFG Stock Holding History

Bulwark Capital’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 Q3	$11.2K	Hold	100	–	–	0.01%	95
2026 Q2	$10.8K	Buy	+100	New	+$10.2K	0.01%	91

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bulwark Capital's PFG Position: Q3 2026 in Review

Bulwark Capital held its Principal Financial Group (PFG) position steady in Q3 2026 at 100 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #95.

Bulwark Capital first reported a position in PFG in Q2 2026 and has held it in 2 quarters since. 739 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Bulwark Capital held 100 shares of Principal Financial Group worth $11.2K as of Q3 2026.
Bulwark Capital left its Principal Financial Group share count unchanged in Q3 2026.
Principal Financial Group made up 0.01% of Bulwark Capital's portfolio in Q3 2026, its #95 holding.
Bulwark Capital first reported a position in Principal Financial Group in Q2 2026 and has held it in 2 quarters since.
739 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.