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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
Q2 		$10.8K Buy
+100
New +$10.2K 0.01% 91

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Bulwark Capital's PFG Position: Q2 2026 in Review

Bulwark Capital opened a new position in Principal Financial Group (PFG) in Q2 2026: 100 shares worth $10.8K. The stake represents 0.01% of the portfolio and ranks #91 among its holdings.

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

  • Bulwark Capital held 100 shares of Principal Financial Group worth $10.8K as of Q2 2026.
  • Principal Financial Group was a new Bulwark Capital position in Q2 2026.
  • Principal Financial Group made up 0.01% of Bulwark Capital's portfolio in Q2 2026, its #91 holding.
  • 424 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.