Fortitude Family Office’s Principal Financial Group PFG Stock Holding History

Fortitude Family Office’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	$26.7K	Buy	248 +3	+1%	+$305	0.01%	453
2026 Q1	$22.1K	Sell	245 -160	-40%	-$14.6K	﹤0.01%	404
2025 Q4	$35.7K	Sell	405 -1	-0.2%	-$84	0.01%	289
2025 Q3	$33.7K	Hold	406	–	–	0.01%	299
2025 Q2	$32.2K	Sell	406 -20	-5%	-$1.53K	0.01%	303
2025 Q1	$35.9K	Buy	426 +122	+40%	+$10.1K	0.01%	280
2024 Q4	$23.5K	Hold	304	–	–	0.01%	420
2024 Q3	$26.1K	Hold	304	–	–	0.01%	365
2024 Q2	$23.8K	Hold	304	–	–	0.01%	274
2024 Q1	$26.2K	Hold	304	–	–	0.02%	236
2023 Q4	$23.9K	Buy	+304	New	+$22K	0.02%	268

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 $3.38T AUM 44.17% 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

Fortitude Family Office's PFG Position: Q2 2026 in Review

Fortitude Family Office increased its Principal Financial Group (PFG) stake by 1.2% in Q2 2026, buying an estimated $305 and bringing the position to 248 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #453.

Fortitude Family Office first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.9K in Q1 2025. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Fortitude Family Office held 248 shares of Principal Financial Group worth $26.7K as of Q2 2026.
Fortitude Family Office bought 3 Principal Financial Group shares in Q2 2026, an estimated $305.
Principal Financial Group made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #453 holding.
Fortitude Family Office first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Principal Financial Group position peaked at $35.9K in Q1 2025.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.