EFS
PFG icon

Essex Financial Services’s Principal Financial Group PFG Stock Holding History

Essex Financial Services’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 		$384K Sell
3,563
-192
-5% -$19.5K 0.02% 573
2026
Q1 		$338K Buy
3,755
+508
+16% +$46.4K 0.02% 569
2025
Q4 		$286K Buy
3,247
+452
+16% +$38.1K 0.02% 615
2025
Q3 		$232K Buy
2,795
+74
+3% +$5.92K 0.01% 653
2025
Q2 		$216K Sell
2,721
-22
-0.8% -$1.69K 0.01% 642
2025
Q1 		$231K Sell
2,743
-3
-0.1% -$250 0.02% 562
2024
Q4 		$213K Buy
2,746
+11
+0.4% +$927 0.02% 591
2024
Q3 		$246K Sell
2,735
-21
-0.8% -$1.7K 0.02% 545
2024
Q2 		$205K Buy
+2,756
New +$224K 0.02% 581

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Essex Financial Services's PFG Position: Q2 2026 in Review

Essex Financial Services reduced its Principal Financial Group (PFG) stake by 5.1% in Q2 2026, selling an estimated $19.5K and leaving 3,563 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #573.

Essex Financial Services first reported a position in PFG in Q2 2024 and has held it in 9 quarters since. 703 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Essex Financial Services held 3,563 shares of Principal Financial Group worth $384K as of Q2 2026.
  • Essex Financial Services sold 192 Principal Financial Group shares in Q2 2026, an estimated $19.5K.
  • Principal Financial Group made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #573 holding.
  • Essex Financial Services first reported a position in Principal Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 703 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.