Compass Financial Management’s Principal Financial Group PFG Stock Holding History

Compass Financial Management’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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Compass Financial Management's PFG Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.