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Chicago Partners Investment Group’s Principal Financial Group PFG Stock Holding History

Chicago Partners Investment 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 		$872K Buy
8,127
+43
+0.5% +$4.37K 0.02% 721
2026
Q1 		$788K Buy
8,084
+884
+12% +$80.8K 0.02% 650
2025
Q4 		$657K Buy
7,200
+790
+12% +$66.7K 0.02% 624
2025
Q3 		$527K Buy
6,410
+860
+15% +$68.7K 0.01% 676
2025
Q2 		$449K Buy
5,550
+137
+3% +$10.5K 0.01% 645
2025
Q1 		$420K Buy
+5,413
New +$450K 0.01% 577
2018
Q4 		– Sell
-122
Closed -$6K – 742
2018
Q3 		$6K Sell
122
-223
-65% -$12.4K ﹤0.01% 893
2018
Q2 		$18K Buy
345
+120
+53% +$6.97K ﹤0.01% 684
2018
Q1 		$14K Hold
225
– – ﹤0.01% 715
2017
Q4 		$16K Hold
225
– – ﹤0.01% 664
2017
Q3 		$14K Sell
225
-400
-64% -$25.7K ﹤0.01% 721
2017
Q2 		$37K Buy
+625
New +$39.6K 0.01% 430

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

Chicago Partners Investment Group's PFG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Principal Financial Group (PFG) stake by 0.53% in Q2 2026, buying an estimated $4.37K and bringing the position to 8,127 shares worth $872K. The position accounts for 0.02% of the portfolio, ranked #721.

Chicago Partners Investment Group first reported a position in PFG in Q2 2017 and has held it in 12 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Chicago Partners Investment Group held 8,127 shares of Principal Financial Group worth $872K as of Q2 2026.
  • Chicago Partners Investment Group bought 43 Principal Financial Group shares in Q2 2026, an estimated $4.37K.
  • Principal Financial Group made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #721 holding.
  • Chicago Partners Investment Group first reported a position in Principal Financial Group in Q2 2017 and has held it in 12 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.