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Clayton Financial Group’s Principal Financial Group PFG Stock Holding History

Clayton Financial 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 		– Sell
-23
Closed -$2.07K – 435
2026
Q1 		$2.07K Hold
23
– – ﹤0.01% 457
2025
Q4 		$2.03K Buy
+23
New +$1.94K ﹤0.01% 451

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

Clayton Financial Group's PFG Position: Q2 2026 in Review

Clayton Financial Group sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 23 shares — an estimated $2.07K sold.

Clayton Financial Group first reported a position in PFG in Q4 2025 and held it in 2 quarters. The position peaked at $2.07K in Q1 2026. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Clayton Financial Group reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 23 Principal Financial Group shares in Q2 2026, an estimated $2.07K.
  • Clayton Financial Group first reported a position in Principal Financial Group in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Principal Financial Group position peaked at $2.07K in Q1 2026.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.