Burns Matteson Capital Management’s Principal Financial Group PFG Stock Holding History

Burns Matteson Capital Management’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	–	Sell	-5,871	Closed	-$529K	–	234
2026 Q1	$529K	Buy	+5,871	New	+$537K	0.19%	108
2023 Q4	–	Sell	-7,842	Closed	-$565K	–	167
2023 Q3	$565K	Buy	+7,842	New	+$609K	0.36%	76
2023 Q1	–	Sell	-7,645	Closed	-$642K	–	173
2022 Q4	$642K	Buy	+7,645	New	+$656K	0.43%	66
2021 Q3	–	Sell	-6,224	Closed	-$393K	–	159
2021 Q2	$393K	Buy	+6,224	New	+$398K	0.31%	70

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

Burns Matteson Capital Management's PFG Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 5,871 shares — an estimated $529K sold.

Burns Matteson Capital Management first reported a position in PFG in Q2 2021 and held it in 4 quarters. The position peaked at $642K in Q4 2022. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Burns Matteson Capital Management reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Burns Matteson Capital Management sold 5,871 Principal Financial Group shares in Q2 2026, an estimated $529K.
Burns Matteson Capital Management first reported a position in Principal Financial Group in Q2 2021 and held it in 4 quarters.
Burns Matteson Capital Management's Principal Financial Group position peaked at $642K in Q4 2022.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.