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Callan Family Office’s Principal Financial Group PFG Stock Holding History

Callan Family Office’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 		$714K Buy
6,624
+144
+2% +$14.6K 0.01% 697
2026
Q1 		$584K Sell
6,480
-314
-5% -$28.7K 0.01% 719
2025
Q4 		$599K Buy
6,794
+895
+15% +$75.5K 0.01% 718
2025
Q3 		$489K Buy
5,899
+1,181
+25% +$94.4K 0.02% 543
2025
Q2 		$375K Buy
+4,718
New +$362K 0.01% 696
2025
Q1 		– Sell
-3,520
Closed -$272K – 629
2024
Q4 		$272K Buy
+3,520
New +$297K 0.02% 503

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Callan Family Office's PFG Position: Q2 2026 in Review

Callan Family Office increased its Principal Financial Group (PFG) stake by 2.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 6,624 shares worth $714K. The position accounts for 0.01% of the portfolio, ranked #697.

Callan Family Office first reported a position in PFG in Q4 2024 and has held it in 6 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Callan Family Office held 6,624 shares of Principal Financial Group worth $714K as of Q2 2026.
  • Callan Family Office bought 144 Principal Financial Group shares in Q2 2026, an estimated $14.6K.
  • Principal Financial Group made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #697 holding.
  • Callan Family Office first reported a position in Principal Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.