First Pacific Financial’s Principal Financial Group PFG Stock Holding History

First Pacific Financial’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	$32.9K	Buy	305 +2	+0.7%	+$203	﹤0.01%	285
2026 Q1	$27.3K	Buy	303 +3	+1%	+$274	﹤0.01%	289
2025 Q4	$26.5K	Buy	300 +2	+0.7%	+$169	﹤0.01%	278
2025 Q3	$24.7K	Buy	298 +3	+1%	+$240	﹤0.01%	279
2025 Q2	$23.4K	Hold	295	–	–	﹤0.01%	279
2025 Q1	$24.9K	Hold	295	–	–	0.01%	236
2024 Q4	$22.8K	Hold	295	–	–	0.01%	239
2024 Q3	$25.3K	Hold	295	–	–	0.01%	232
2024 Q2	$23.1K	Hold	295	–	–	0.01%	212
2024 Q1	$25.5K	Sell	295 -269	-48%	-$21.6K	0.01%	217
2023 Q4	$44.4K	Buy	564 +269	+91%	+$19.5K	0.01%	180
2023 Q3	$21.3K	Hold	295	–	–	0.01%	195
2023 Q2	$22.4K	Buy	+295	New	+$21.3K	0.01%	177

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

First Pacific Financial's PFG Position: Q2 2026 in Review

First Pacific Financial increased its Principal Financial Group (PFG) stake by 0.66% in Q2 2026, buying an estimated $203 and bringing the position to 305 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

First Pacific Financial first reported a position in PFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $44.4K in Q4 2023. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

First Pacific Financial held 305 shares of Principal Financial Group worth $32.9K as of Q2 2026.
First Pacific Financial bought 2 Principal Financial Group shares in Q2 2026, an estimated $203.
Principal Financial Group made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #285 holding.
First Pacific Financial first reported a position in Principal Financial Group in Q2 2023 and has held it in 13 quarters since.
First Pacific Financial's Principal Financial Group position peaked at $44.4K in Q4 2023.
955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.