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Estate Counselors’s Principal Financial Group PFG Stock Holding History

Estate Counselors’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 		$2.38M Sell
22,041
-667
-3% -$67.7K 0.2% 42
2026
Q1 		$2.05M Buy
+22,708
New +$2.08M 0.18% 37
2023
Q4 		– Sell
-13,210
Closed -$952K – 132
2023
Q3 		$952K Buy
13,210
+140
+1% +$10.9K 0.13% 97
2023
Q2 		$991K Hold
13,070
– – 0.13% 108
2023
Q1 		$971K Buy
+13,070
New +$1.11M 0.13% 101

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

Estate Counselors's PFG Position: Q2 2026 in Review

Estate Counselors reduced its Principal Financial Group (PFG) stake by 2.9% in Q2 2026, selling an estimated $67.7K and leaving 22,041 shares worth $2.38M. The position accounts for 0.2% of the portfolio, ranked #42.

Estate Counselors first reported a position in PFG in Q1 2023 and has held it in 5 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Estate Counselors held 22,041 shares of Principal Financial Group worth $2.38M as of Q2 2026.
  • Estate Counselors sold 667 Principal Financial Group shares in Q2 2026, an estimated $67.7K.
  • Principal Financial Group made up 0.2% of Estate Counselors's portfolio in Q2 2026, its #42 holding.
  • Estate Counselors first reported a position in Principal Financial Group in Q1 2023 and has held it in 5 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.