Capital & Planning LLC’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Other funds holding PFG
NLI
Capital & Planning LLC's PFG Position: Q1 2026 in Review
Capital & Planning LLC opened a new position in Principal Financial Group (PFG) in Q1 2026: 424 shares worth $38.2K. The stake represents 0.02% of the portfolio and ranks #64 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in PFG as recently as Q4 2024.
Capital & Planning LLC first reported a position in PFG in Q4 2024 and has held it in 2 quarters since. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Capital & Planning LLC held 424 shares of Principal Financial Group worth $38.2K as of Q1 2026.
- Principal Financial Group was a new Capital & Planning LLC position in Q1 2026.
- Principal Financial Group made up 0.02% of Capital & Planning LLC's portfolio in Q1 2026, its #64 holding.
- Capital & Planning LLC first reported a position in Principal Financial Group in Q4 2024 and has held it in 2 quarters since.
- 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.