D.J. St. Germain’s Principal Financial Group PFG Stock Holding History

D.J. St. Germain’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	$25.8K	Hold	239	–	–	﹤0.01%	552
2026 Q1	$21.5K	Sell	239 -159	-40%	-$14.5K	﹤0.01%	558
2025 Q4	$35.1K	Buy	398 +159	+67%	+$13.4K	﹤0.01%	510
2025 Q3	$19.8K	Hold	239	–	–	﹤0.01%	582
2025 Q2	$19K	Sell	239 -62	-21%	-$4.76K	﹤0.01%	590
2025 Q1	$25.4K	Sell	301 -64	-18%	-$5.32K	﹤0.01%	476
2024 Q4	$28.3K	Sell	365 -62	-15%	-$5.22K	﹤0.01%	486
2024 Q3	$36.7K	Sell	427 -62	-13%	-$5.01K	﹤0.01%	413
2024 Q2	$38.4K	Hold	489	–	–	﹤0.01%	405
2024 Q1	$42.2K	Hold	489	–	–	﹤0.01%	410
2023 Q4	$38.5K	Buy	489 +250	+105%	+$18.1K	﹤0.01%	422
2023 Q3	$17.2K	Hold	239	–	–	﹤0.01%	482
2023 Q2	$18.1K	Buy	+239	New	+$17.2K	﹤0.01%	481

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.J. St. Germain's PFG Position: Q2 2026 in Review

D.J. St. Germain held its Principal Financial Group (PFG) position steady in Q2 2026 at 239 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

D.J. St. Germain first reported a position in PFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $42.2K in Q1 2024. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

D.J. St. Germain held 239 shares of Principal Financial Group worth $25.8K as of Q2 2026.
D.J. St. Germain left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #552 holding.
D.J. St. Germain first reported a position in Principal Financial Group in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's Principal Financial Group position peaked at $42.2K in Q1 2024.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.