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Covestor’s Principal Financial Group PFG Stock Holding History

Covestor’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 		$45K Buy
418
+67
+19% +$6.8K 0.03% 849
2026
Q1 		$32K Sell
351
-10
-3% -$914 0.02% 936
2025
Q4 		$32K Sell
361
-16
-4% -$1.35K 0.02% 1071
2025
Q3 		$31K Sell
377
-380
-50% -$30.4K 0.02% 1113
2025
Q2 		$60K Buy
757
+79
+12% +$6.06K 0.04% 824
2025
Q1 		$57K Buy
678
+138
+26% +$11.5K 0.04% 796
2024
Q4 		$42K Buy
540
+319
+144% +$26.9K 0.03% 923
2024
Q3 		$19K Buy
221
+7
+3% +$565 0.01% 1236
2024
Q2 		$17K Sell
214
-1,032
-83% -$83.8K 0.01% 1264
2024
Q1 		$108K Sell
1,246
-19
-2% -$1.52K 0.07% 493
2023
Q4 		$100K Buy
1,265
+263
+26% +$19K 0.07% 498
2023
Q3 		$72K Buy
1,002
+57
+6% +$4.42K 0.05% 598
2023
Q2 		$72K Buy
945
+335
+55% +$24.1K 0.05% 622
2023
Q1 		$45K Buy
610
+36
+6% +$3.05K 0.04% 745
2022
Q4 		$48K Sell
574
-661
-54% -$56.7K 0.04% 745
2022
Q3 		$89K Sell
1,235
-269
-18% -$19.3K 0.08% 413
2022
Q2 		$100K Sell
1,504
-312
-17% -$21.9K 0.08% 410
2022
Q1 		$133K Buy
1,816
+836
+85% +$60.5K 0.09% 333
2021
Q4 		$71K Buy
+980
New +$68.4K 0.1% 333

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

Covestor's PFG Position: Q2 2026 in Review

Covestor increased its Principal Financial Group (PFG) stake by 19% in Q2 2026, buying an estimated $6.8K and bringing the position to 418 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #849.

Covestor first reported a position in PFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $133K in Q1 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Covestor held 418 shares of Principal Financial Group worth $45K as of Q2 2026.
  • Covestor bought 67 Principal Financial Group shares in Q2 2026, an estimated $6.8K.
  • Principal Financial Group made up 0.03% of Covestor's portfolio in Q2 2026, its #849 holding.
  • Covestor first reported a position in Principal Financial Group in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Principal Financial Group position peaked at $133K in Q1 2022.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.