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 Q3	$896	Hold	8	–	–	﹤0.01%	743
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 $6.79T AUM 37.06% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Burk Holdings's PFG Position: Q3 2026 in Review

Burk Holdings held its Principal Financial Group (PFG) position steady in Q3 2026 at 8 shares worth $896. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Burk Holdings first reported a position in PFG in Q1 2026 and has held it in 3 quarters since. 845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Burk Holdings held 8 shares of Principal Financial Group worth $896 as of Q3 2026.
Burk Holdings left its Principal Financial Group share count unchanged in Q3 2026.
Principal Financial Group made up ﹤0.01% of Burk Holdings's portfolio in Q3 2026, its #743 holding.
Burk Holdings first reported a position in Principal Financial Group in Q1 2026 and has held it in 3 quarters since.
845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.