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DecisionPoint Financial’s Principal Financial Group PFG Stock Holding History

DecisionPoint Financial’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 		$545 Buy
5
+3
+150% +$305 ﹤0.01% 610
2026
Q1 		$181 Hold
2
– – ﹤0.01% 632
2025
Q4 		$177 Hold
2
– – ﹤0.01% 688
2025
Q3 		$167 Hold
2
– – ﹤0.01% 629
2025
Q2 		$162 Buy
+2
New +$154 ﹤0.01% 617

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

DecisionPoint Financial's PFG Position: Q2 2026 in Review

DecisionPoint Financial increased its Principal Financial Group (PFG) stake by 150% in Q2 2026, buying an estimated $305 and bringing the position to 5 shares worth $545. The position accounts for ﹤0.01% of the portfolio, ranked #610.

DecisionPoint Financial first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • DecisionPoint Financial held 5 shares of Principal Financial Group worth $545 as of Q2 2026.
  • DecisionPoint Financial bought 3 Principal Financial Group shares in Q2 2026, an estimated $305.
  • Principal Financial Group made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #610 holding.
  • DecisionPoint Financial first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.