Center for Financial Planning’s Principal Financial Group PFG Stock Holding History

Center for Financial Planning’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	$28.5K	Hold	264	–	–	﹤0.01%	392
2026 Q1	$23.8K	Hold	264	–	–	﹤0.01%	397
2025 Q4	$23.3K	Hold	264	–	–	﹤0.01%	396
2025 Q3	$21.9K	Hold	264	–	–	﹤0.01%	408
2025 Q2	$21K	Hold	264	–	–	﹤0.01%	387
2025 Q1	$22.3K	Hold	264	–	–	﹤0.01%	379
2024 Q4	$20.4K	Hold	264	–	–	﹤0.01%	347
2024 Q3	$22.7K	Hold	264	–	–	﹤0.01%	326
2024 Q2	$20.7K	Hold	264	–	–	﹤0.01%	320
2024 Q1	$22.8K	Buy	264 +120	+83%	+$9.63K	﹤0.01%	313
2023 Q4	$11.3K	Hold	144	–	–	﹤0.01%	354
2023 Q3	$10.4K	Hold	144	–	–	﹤0.01%	357
2023 Q2	$10.9K	Buy	144 +44	+44%	+$3.17K	﹤0.01%	373
2023 Q1	$7.43K	Hold	100	–	–	﹤0.01%	391
2022 Q4	$8.39K	Hold	100	–	–	﹤0.01%	375
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	393
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	398
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	414
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	412
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	402
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	408
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	436
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	399
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	375
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	384
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	471
2019 Q4	$6K	Buy	+100	New	+$5.47K	﹤0.01%	354

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Center for Financial Planning's PFG Position: Q2 2026 in Review

Center for Financial Planning held its Principal Financial Group (PFG) position steady in Q2 2026 at 264 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Center for Financial Planning first reported a position in PFG in Q4 2019 and has held it in 27 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Center for Financial Planning held 264 shares of Principal Financial Group worth $28.5K as of Q2 2026.
Center for Financial Planning left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #392 holding.
Center for Financial Planning first reported a position in Principal Financial Group in Q4 2019 and has held it in 27 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.