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Caprock Group’s Principal Financial Group PFG Stock Holding History

Caprock Group’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 		$1.4M Buy
13,005
+393
+3% +$39.9K 0.03% 521
2026
Q1 		$1.14M Buy
12,612
+445
+4% +$40.7K 0.03% 506
2025
Q4 		$1.07M Buy
12,167
+2,891
+31% +$244K 0.02% 588
2025
Q3 		$747K Buy
+9,276
New +$741K 0.02% 668
2025
Q1 		$270K Sell
3,203
-2,136
-40% -$178K 0.01% 905
2024
Q4 		$413K Buy
5,339
+111
+2% +$9.35K 0.01% 686
2024
Q3 		$449K Sell
5,228
-995
-16% -$80.4K 0.02% 608
2024
Q2 		$488K Buy
6,223
+1,051
+20% +$85.3K 0.02% 540
2024
Q1 		$446K Buy
5,172
+178
+4% +$14.3K 0.03% 448
2023
Q4 		$393K Buy
4,994
+1,080
+28% +$78.2K 0.03% 466
2023
Q3 		$282K Buy
3,914
+123
+3% +$9.55K 0.02% 508
2023
Q2 		$288K Sell
3,791
-340
-8% -$24.5K 0.02% 511
2023
Q1 		$307K Buy
4,131
+226
+6% +$19.2K 0.02% 483
2022
Q4 		$328K Buy
3,905
+260
+7% +$22.3K 0.03% 380
2022
Q3 		$263K Buy
3,645
+143
+4% +$10.3K 0.03% 442
2022
Q2 		$234K Sell
3,502
-311
-8% -$21.9K 0.02% 454
2022
Q1 		$280K Buy
3,813
+109
+3% +$7.89K 0.03% 450
2021
Q4 		$268K Buy
+3,704
New +$258K 0.02% 468

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

Caprock Group's PFG Position: Q2 2026 in Review

Caprock Group increased its Principal Financial Group (PFG) stake by 3.1% in Q2 2026, buying an estimated $39.9K and bringing the position to 13,005 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #521.

Caprock Group first reported a position in PFG in Q4 2021 and has held it in 18 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Caprock Group held 13,005 shares of Principal Financial Group worth $1.4M as of Q2 2026.
  • Caprock Group bought 393 Principal Financial Group shares in Q2 2026, an estimated $39.9K.
  • Principal Financial Group made up 0.03% of Caprock Group's portfolio in Q2 2026, its #521 holding.
  • Caprock Group first reported a position in Principal Financial Group in Q4 2021 and has held it in 18 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.