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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
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 $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Estate Counselors's PFG Position: Q1 2026 in Review

Estate Counselors opened a new position in Principal Financial Group (PFG) in Q1 2026: 22,708 shares worth $2.05M. The stake represents 0.18% of the portfolio and ranks #37 among its holdings. This is a return to the name: Estate Counselors previously reported a position in PFG as recently as Q3 2023.

Estate Counselors first reported a position in PFG in Q1 2023 and has held it in 4 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Estate Counselors held 22,708 shares of Principal Financial Group worth $2.05M as of Q1 2026.
  • Principal Financial Group was a new Estate Counselors position in Q1 2026.
  • Principal Financial Group made up 0.18% of Estate Counselors's portfolio in Q1 2026, its #37 holding.
  • Estate Counselors first reported a position in Principal Financial Group in Q1 2023 and has held it in 4 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.