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Capital Analysts LLC’s Principal Financial Group PFG Stock Holding History

Capital Analysts LLC’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 		$202K Sell
1,869
-38
-2% -$3.86K ﹤0.01% 692
2026
Q1 		$172K Sell
1,907
-47
-2% -$4.3K ﹤0.01% 673
2025
Q4 		$173K Buy
1,954
+144
+8% +$12.2K ﹤0.01% 642
2025
Q3 		$150K Buy
1,810
+1
+0.1% +$80 ﹤0.01% 643
2025
Q2 		$144K Buy
1,809
+151
+9% +$11.6K ﹤0.01% 594
2025
Q1 		$140K Hold
1,658
– – 0.01% 575
2024
Q4 		$128K Hold
1,658
– – 0.01% 565
2024
Q3 		$142K Buy
1,658
+213
+15% +$17.2K 0.01% 527
2024
Q2 		$113K Buy
1,445
+63
+5% +$5.12K 0.01% 551
2024
Q1 		$119K Hold
1,382
– – 0.01% 521
2023
Q4 		$109K Sell
1,382
-66
-5% -$4.78K 0.01% 513
2023
Q3 		$104K Buy
1,448
+66
+5% +$5.12K 0.01% 476
2023
Q2 		$105K Hold
1,382
– – 0.01% 465
2023
Q1 		$103K Hold
1,382
– – 0.01% 467
2022
Q4 		$116K Hold
1,382
– – 0.01% 474
2022
Q3 		$100K Hold
1,382
– – 0.01% 449
2022
Q2 		$92K Hold
1,382
– – 0.01% 444
2022
Q1 		$101K Hold
1,382
– – 0.01% 427
2021
Q4 		$100K Hold
1,382
– – 0.01% 447
2021
Q3 		$89K Hold
1,382
– – 0.01% 477
2021
Q2 		$87K Hold
1,382
– – 0.01% 473
2021
Q1 		$83K Buy
+1,382
New +$77K 0.01% 500

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 $3.37T AUM 44.26% 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

Capital Analysts LLC's PFG Position: Q2 2026 in Review

Capital Analysts LLC reduced its Principal Financial Group (PFG) stake by 2% in Q2 2026, selling an estimated $3.86K and leaving 1,869 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Capital Analysts LLC first reported a position in PFG in Q1 2021 and has held it in 22 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Capital Analysts LLC held 1,869 shares of Principal Financial Group worth $202K as of Q2 2026.
  • Capital Analysts LLC sold 38 Principal Financial Group shares in Q2 2026, an estimated $3.86K.
  • Principal Financial Group made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #692 holding.
  • Capital Analysts LLC first reported a position in Principal Financial Group in Q1 2021 and has held it in 22 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.