Focus Financial Network’s Principal Financial Group PFG Stock Holding History

Focus Financial Network’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	$605K	Buy	5,613 +110	+2%	+$11.2K	0.02%	447
2026 Q1	$496K	Buy	5,503 +302	+6%	+$27.6K	0.02%	460
2025 Q4	$459K	Buy	5,201 +32	+0.6%	+$2.7K	0.02%	467
2025 Q3	$429K	Buy	5,169 +585	+13%	+$46.8K	0.02%	491
2025 Q2	$364K	Buy	4,584 +1,322	+41%	+$101K	0.01%	518
2025 Q1	$275K	Buy	+3,262	New	+$271K	0.01%	575
2022 Q1	–	Sell	-3,539	Closed	-$256K	–	592
2021 Q4	$256K	Buy	+3,539	New	+$247K	0.04%	307

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

Focus Financial Network's PFG Position: Q2 2026 in Review

Focus Financial Network increased its Principal Financial Group (PFG) stake by 2% in Q2 2026, buying an estimated $11.2K and bringing the position to 5,613 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #447.

Focus Financial Network first reported a position in PFG in Q4 2021 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Focus Financial Network held 5,613 shares of Principal Financial Group worth $605K as of Q2 2026.
Focus Financial Network bought 110 Principal Financial Group shares in Q2 2026, an estimated $11.2K.
Principal Financial Group made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #447 holding.
Focus Financial Network first reported a position in Principal Financial Group in Q4 2021 and has held it in 7 quarters since.
952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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