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Cora Capital Advisors’s Principal Financial Group PFG Stock Holding History

Cora Capital Advisors’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 		$259K Hold
2,401
– – 0.07% 113
2026
Q1 		$216K Hold
2,401
– – 0.07% 124
2025
Q4 		$212K Buy
+2,401
New +$203K 0.08% 123
2023
Q3 		– Sell
-2,878
Closed -$218K – 95
2023
Q2 		$218K Buy
+2,878
New +$207K 0.15% 88

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

Cora Capital Advisors's PFG Position: Q2 2026 in Review

Cora Capital Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 2,401 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #113.

Cora Capital Advisors first reported a position in PFG in Q2 2023 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Cora Capital Advisors held 2,401 shares of Principal Financial Group worth $259K as of Q2 2026.
  • Cora Capital Advisors left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.07% of Cora Capital Advisors's portfolio in Q2 2026, its #113 holding.
  • Cora Capital Advisors first reported a position in Principal Financial Group in Q2 2023 and has held it in 4 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.