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CoreCap Advisors’s Principal Financial Group PFG Stock Holding History

CoreCap 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 		$173K Buy
1,601
+583
+57% +$59.2K 0.01% 906
2026
Q1 		$91.8K Buy
1,018
+255
+33% +$23.3K ﹤0.01% 1053
2025
Q4 		$67.3K Sell
763
-328
-30% -$27.7K ﹤0.01% 1183
2025
Q3 		$90.5K Sell
1,091
-11
-1% -$879 ﹤0.01% 1072
2025
Q2 		$87.5K Sell
1,102
-3
-0.3% -$230 ﹤0.01% 1032
2025
Q1 		$93.2K Buy
1,105
+3
+0.3% +$250 ﹤0.01% 934
2024
Q4 		$85.3K Sell
1,102
-63
-5% -$5.31K ﹤0.01% 983
2024
Q3 		$100K Buy
1,165
+63
+6% +$5.09K ﹤0.01% 910
2024
Q2 		$86.5K Hold
1,102
– – 0.01% 532
2024
Q1 		$95.1K Buy
+1,102
New +$88.4K 0.01% 860
2022
Q4 		$1.71M Buy
20,391
+3,093
+18% +$265K 0.12% 154
2022
Q3 		$1.25M Buy
17,298
+2,173
+14% +$156K 0.1% 176
2022
Q2 		$1.01M Buy
15,125
+2,973
+24% +$209K 0.08% 208
2022
Q1 		$892K Buy
12,152
+11,565
+1,970% +$837K 0.06% 240
2021
Q4 		$43K Buy
+587
New +$41K ﹤0.01% 1047

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

CoreCap Advisors's PFG Position: Q2 2026 in Review

CoreCap Advisors increased its Principal Financial Group (PFG) stake by 57% in Q2 2026, buying an estimated $59.2K and bringing the position to 1,601 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #906.

CoreCap Advisors first reported a position in PFG in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.71M in Q4 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • CoreCap Advisors held 1,601 shares of Principal Financial Group worth $173K as of Q2 2026.
  • CoreCap Advisors bought 583 Principal Financial Group shares in Q2 2026, an estimated $59.2K.
  • Principal Financial Group made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #906 holding.
  • CoreCap Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Principal Financial Group position peaked at $1.71M in Q4 2022.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.