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Evergreen Capital Management’s Principal Financial Group PFG Stock Holding History

Evergreen Capital Management’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 		$542K Buy
5,025
+1,798
+56% +$183K 0.01% 856
2026
Q1 		$291K Buy
+3,227
New +$295K 0.01% 1144
2022
Q2 		– Sell
-2,790
Closed -$205K – 651
2022
Q1 		$205K Buy
2,790
+7
+0.3% +$507 0.01% 612
2021
Q4 		$201K Buy
+2,783
New +$194K 0.01% 600

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

Evergreen Capital Management's PFG Position: Q2 2026 in Review

Evergreen Capital Management increased its Principal Financial Group (PFG) stake by 56% in Q2 2026, buying an estimated $183K and bringing the position to 5,025 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #856.

Evergreen Capital Management first reported a position in PFG in Q4 2021 and has held it in 4 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Evergreen Capital Management held 5,025 shares of Principal Financial Group worth $542K as of Q2 2026.
  • Evergreen Capital Management bought 1,798 Principal Financial Group shares in Q2 2026, an estimated $183K.
  • Principal Financial Group made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #856 holding.
  • Evergreen Capital Management first reported a position in Principal Financial Group in Q4 2021 and has held it in 4 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.