COMPASS FINANCIAL MANAGEMENT LLC’s Principal Financial Group PFG Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$231K	Buy	+2,096	New	+$213K	0.03%	395

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PFG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,096 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #395 among its holdings.

749 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,096 shares of Principal Financial Group worth $231K as of Q2 2026.
Principal Financial Group was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Principal Financial Group made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #395 holding.
749 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.