CPG
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Cornerstone Planning Group’s Principal Financial Group PFG Stock Holding History

Cornerstone Planning 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 		$17.3K Sell
160
-1
-0.6% -$102 ﹤0.01% 717
2026
Q1 		$16.1K Buy
161
+46
+40% +$4.21K ﹤0.01% 738
2025
Q4 		$10.8K Sell
115
-13
-10% -$1.1K ﹤0.01% 781
2025
Q3 		$876 Sell
128
-1
-0.8% -$80 ﹤0.01% 1349
2025
Q2 		$9.82K Buy
129
+5
+4% +$384 ﹤0.01% 562
2025
Q1 		$9.18K Buy
124
+11
+10% +$915 ﹤0.01% 597
2024
Q4 		$9.34K Hold
113
– – ﹤0.01% 441
2024
Q3 		$9.51K Buy
113
+8
+8% +$646 ﹤0.01% 425
2024
Q2 		$7.66K Sell
105
-16
-13% -$1.3K ﹤0.01% 492
2024
Q1 		$9.83K Buy
121
+21
+21% +$1.69K ﹤0.01% 412
2023
Q4 		$7.87K Hold
100
– – ﹤0.01% 472
2023
Q3 		$7.21K Hold
100
– – ﹤0.01% 481
2023
Q2 		$7.58K Buy
+100
New +$7.21K ﹤0.01% 763
2022
Q4 		$8.69K Buy
+100
New +$8.58K ﹤0.01% 686

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

Cornerstone Planning Group's PFG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Principal Financial Group (PFG) stake by 0.62% in Q2 2026, selling an estimated $102 and leaving 160 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Cornerstone Planning Group first reported a position in PFG in Q4 2022 and has held it in 14 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Cornerstone Planning Group held 160 shares of Principal Financial Group worth $17.3K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Principal Financial Group share in Q2 2026, an estimated $102.
  • Principal Financial Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #717 holding.
  • Cornerstone Planning Group first reported a position in Principal Financial Group in Q4 2022 and has held it in 14 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.