Financial Management Professionals’s Principal Financial Group PFG Stock Holding History

Financial Management Professionals’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	$4.53K	Buy	42 +4	+11%	+$406	﹤0.01%	701
2026 Q1	$3.42K	Hold	38	–	–	﹤0.01%	656
2025 Q4	$3.35K	Hold	38	–	–	﹤0.01%	662
2025 Q3	$3.15K	Hold	38	–	–	﹤0.01%	650
2025 Q2	$3.02K	Sell	38 -45	-54%	-$3.45K	﹤0.01%	690
2025 Q1	$7K	Buy	83 +7	+9%	+$582	﹤0.01%	583
2024 Q4	$5.88K	Hold	76	–	–	﹤0.01%	591
2024 Q3	$7K	Hold	76	–	–	﹤0.01%	589
2024 Q2	$6K	Hold	76	–	–	﹤0.01%	573
2024 Q1	$7K	Sell	76 -123	-62%	-$9.87K	﹤0.01%	603
2023 Q4	$16K	Hold	199	–	–	﹤0.01%	453
2023 Q3	$14K	Hold	199	–	–	﹤0.01%	439
2023 Q2	$15K	Hold	199	–	–	﹤0.01%	467
2023 Q1	$15K	Hold	199	–	–	﹤0.01%	487
2022 Q4	$17K	Hold	199	–	–	﹤0.01%	402
2022 Q3	$14K	Hold	199	–	–	﹤0.01%	417
2022 Q2	$13K	Buy	199 +40	+25%	+$2.81K	﹤0.01%	442
2022 Q1	$12K	Buy	159 +36	+29%	+$2.61K	﹤0.01%	489
2021 Q4	$9K	Hold	123	–	–	﹤0.01%	504
2021 Q3	$8K	Hold	123	–	–	﹤0.01%	520
2021 Q2	$8K	Hold	123	–	–	﹤0.01%	442
2021 Q1	$7K	Hold	123	–	–	﹤0.01%	434
2020 Q4	$6K	Hold	123	–	–	﹤0.01%	426
2020 Q3	$5K	Hold	123	–	–	﹤0.01%	410
2020 Q2	$5K	Buy	+123	New	+$4.49K	﹤0.01%	395

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Management Professionals's PFG Position: Q2 2026 in Review

Financial Management Professionals increased its Principal Financial Group (PFG) stake by 11% in Q2 2026, buying an estimated $406 and bringing the position to 42 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Financial Management Professionals first reported a position in PFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $17K in Q4 2022. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Financial Management Professionals held 42 shares of Principal Financial Group worth $4.53K as of Q2 2026.
Financial Management Professionals bought 4 Principal Financial Group shares in Q2 2026, an estimated $406.
Principal Financial Group made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #701 holding.
Financial Management Professionals first reported a position in Principal Financial Group in Q2 2020 and has held it in 25 quarters since.
Financial Management Professionals's Principal Financial Group position peaked at $17K in Q4 2022.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.