Clean Yield Group’s Principal Financial Group PFG Stock Holding History

Clean Yield 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	$52.2K	Hold	484	–	–	0.01%	237
2026 Q1	$43.6K	Hold	484	–	–	0.01%	234
2025 Q4	$42.7K	Sell	484 -75	-13%	-$6.33K	0.01%	243
2025 Q3	$46.3K	Hold	559	–	–	0.01%	236
2025 Q2	$44.4K	Hold	559	–	–	0.01%	231
2025 Q1	$47.2K	Hold	559	–	–	0.02%	232
2024 Q4	$43.3K	Hold	559	–	–	0.01%	239
2024 Q3	$48K	Hold	559	–	–	0.02%	232
2024 Q2	$43.9K	Hold	559	–	–	0.02%	238
2024 Q1	$48.2K	Sell	559 -100	-15%	-$8.03K	0.02%	239
2023 Q4	$51.8K	Hold	659	–	–	0.02%	232
2023 Q3	$46.6K	Hold	659	–	–	0.02%	233
2023 Q2	$50K	Hold	659	–	–	0.02%	237
2023 Q1	$49K	Hold	659	–	–	0.02%	238
2022 Q4	$55.3K	Hold	659	–	–	0.02%	225
2022 Q3	$48K	Hold	659	–	–	0.02%	223
2022 Q2	$44K	Hold	659	–	–	0.02%	241
2022 Q1	$48K	Hold	659	–	–	0.02%	259
2021 Q4	$48K	Hold	659	–	–	0.02%	266
2021 Q3	$42K	Hold	659	–	–	0.01%	272
2021 Q2	$42K	Buy	+659	New	+$42.1K	0.01%	266
2021 Q1	–	Sell	-659	Closed	-$33K	–	312
2020 Q4	$33K	Hold	659	–	–	0.01%	275
2020 Q3	$27K	Buy	659 +525	+392%	+$22.4K	0.01%	257
2020 Q2	$6K	Buy	+134	New	+$4.89K	﹤0.01%	316

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 $3.37T AUM 44.26% 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

Clean Yield Group's PFG Position: Q2 2026 in Review

Clean Yield Group held its Principal Financial Group (PFG) position steady in Q2 2026 at 484 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #237.

Clean Yield Group first reported a position in PFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $55.3K in Q4 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Clean Yield Group held 484 shares of Principal Financial Group worth $52.2K as of Q2 2026.
Clean Yield Group left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.01% of Clean Yield Group's portfolio in Q2 2026, its #237 holding.
Clean Yield Group first reported a position in Principal Financial Group in Q2 2020 and has held it in 24 quarters since.
Clean Yield Group's Principal Financial Group position peaked at $55.3K in Q4 2022.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.