CPL
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Capital & Planning LLC’s Principal Financial Group PFG Stock Holding History

Capital & Planning 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 		– Sell
-424
Closed -$38.2K – 120
2026
Q1 		$38.2K Buy
+424
New +$38.8K 0.02% 64
2025
Q1 		– Sell
-424
Closed -$32.8K – 136
2024
Q4 		$32.8K Buy
+424
New +$35.7K 0.02% 62

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

Capital & Planning LLC's PFG Position: Q2 2026 in Review

Capital & Planning LLC sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 424 shares — an estimated $38.2K sold.

Capital & Planning LLC first reported a position in PFG in Q4 2024 and held it in 2 quarters. The position peaked at $38.2K in Q1 2026. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Capital & Planning LLC reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 424 Principal Financial Group shares in Q2 2026, an estimated $38.2K.
  • Capital & Planning LLC first reported a position in Principal Financial Group in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Principal Financial Group position peaked at $38.2K in Q1 2026.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.