Burk Holdings’s Principal Financial Group PFG Stock Holding History

Burk Holdings’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	$862	Hold	8	–	–	﹤0.01%	594
2026 Q1	$721	Buy	+8	New	+$731	﹤0.01%	626

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

Burk Holdings's PFG Position: Q2 2026 in Review

Burk Holdings held its Principal Financial Group (PFG) position steady in Q2 2026 at 8 shares worth $862. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Burk Holdings first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Burk Holdings held 8 shares of Principal Financial Group worth $862 as of Q2 2026.
Burk Holdings left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #594 holding.
Burk Holdings first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.