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Essential Partners’s Principal Financial Group PFG Stock Holding History

Essential Partners’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 		$150K Buy
1,394
+73
+6% +$7.41K 0.07% 315
2026
Q1 		$119K Sell
1,321
-999
-43% -$91.3K 0.04% 385
2025
Q4 		$205K Buy
2,320
+1,331
+135% +$112K 0.06% 310
2025
Q3 		$82K Buy
989
+127
+15% +$10.2K 0.03% 479
2025
Q2 		$68.5K Buy
+862
New +$66.2K 0.03% 416

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

Essential Partners's PFG Position: Q2 2026 in Review

Essential Partners increased its Principal Financial Group (PFG) stake by 5.5% in Q2 2026, buying an estimated $7.41K and bringing the position to 1,394 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #315.

Essential Partners first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $205K in Q4 2025. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Essential Partners held 1,394 shares of Principal Financial Group worth $150K as of Q2 2026.
  • Essential Partners bought 73 Principal Financial Group shares in Q2 2026, an estimated $7.41K.
  • Principal Financial Group made up 0.07% of Essential Partners's portfolio in Q2 2026, its #315 holding.
  • Essential Partners first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Principal Financial Group position peaked at $205K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.