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Financial Consulate’s Principal Financial Group PFG Stock Holding History

Financial Consulate’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 		$51.8K Buy
575
+24
+4% +$2.19K 0.01% 318
2025
Q4 		$48.6K Hold
551
– – 0.01% 321
2025
Q3 		$45.7K Buy
+551
New +$44K 0.01% 324

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

Financial Consulate's PFG Position: Q1 2026 in Review

Financial Consulate increased its Principal Financial Group (PFG) stake by 4.4% in Q1 2026, buying an estimated $2.19K and bringing the position to 575 shares worth $51.8K. The position accounts for 0.01% of the portfolio, ranked #318.

Financial Consulate first reported a position in PFG in Q3 2025 and has held it in 3 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Financial Consulate held 575 shares of Principal Financial Group worth $51.8K as of Q1 2026.
  • Financial Consulate bought 24 Principal Financial Group shares in Q1 2026, an estimated $2.19K.
  • Principal Financial Group made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #318 holding.
  • Financial Consulate first reported a position in Principal Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.