CFO
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CVA Family Office’s Principal Financial Group PFG Stock Holding History

CVA Family Office’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 		$140K Buy
1,302
+33
+3% +$3.35K 0.01% 409
2026
Q1 		$114K Buy
1,269
+141
+13% +$12.9K 0.01% 428
2025
Q4 		$99.5K Buy
1,128
+6
+0.5% +$506 0.01% 420
2025
Q3 		$93K Hold
1,122
– – 0.01% 431
2025
Q2 		$89.1K Buy
1,122
+89
+9% +$6.83K 0.01% 421
2025
Q1 		$87.2K Buy
1,033
+19
+2% +$1.58K 0.01% 421
2024
Q4 		$78.5K Buy
1,014
+22
+2% +$1.85K 0.01% 435
2024
Q3 		$85.2K Buy
992
+61
+7% +$4.93K 0.01% 408
2024
Q2 		$73K Buy
931
+6
+0.6% +$487 0.01% 422
2024
Q1 		$79.8K Hold
925
– – 0.01% 402
2023
Q4 		$72.8K Buy
+925
New +$67K 0.01% 395
2023
Q3 		– Sell
-750
Closed -$56.9K – 744
2023
Q2 		$56.9K Buy
750
+25
+3% +$1.8K 0.01% 421
2023
Q1 		$53.9K Buy
725
+5
+0.7% +$424 0.01% 428
2022
Q4 		$60.4K Buy
720
+40
+6% +$3.43K 0.01% 377
2022
Q3 		$49K Buy
680
+80
+13% +$5.75K 0.01% 370
2022
Q2 		$40K Sell
600
-150
-20% -$10.6K 0.01% 412
2022
Q1 		$55K Buy
750
+170
+29% +$12.3K 0.01% 379
2021
Q4 		$42K Buy
+580
New +$40.5K 0.01% 386
2021
Q3 		– Sell
-685
Closed -$43K – 738
2021
Q2 		$43K Buy
685
+265
+63% +$16.9K 0.01% 386
2021
Q1 		$25K Buy
+420
New +$23.4K 0.01% 368

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 $3.38T AUM 44.17% 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

CVA Family Office's PFG Position: Q2 2026 in Review

CVA Family Office increased its Principal Financial Group (PFG) stake by 2.6% in Q2 2026, buying an estimated $3.35K and bringing the position to 1,302 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #409.

CVA Family Office first reported a position in PFG in Q1 2021 and has held it in 20 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • CVA Family Office held 1,302 shares of Principal Financial Group worth $140K as of Q2 2026.
  • CVA Family Office bought 33 Principal Financial Group shares in Q2 2026, an estimated $3.35K.
  • Principal Financial Group made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #409 holding.
  • CVA Family Office first reported a position in Principal Financial Group in Q1 2021 and has held it in 20 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.