Forty-three Eighteen Advisors’s Principal Financial Group PFG Stock Holding History

Forty-three Eighteen Advisors’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	$1.34M	Buy	+12,471	New	+$1.27M	0.9%	36

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

Forty-three Eighteen Advisors's PFG Position: Q2 2026 in Review

Forty-three Eighteen Advisors opened a new position in Principal Financial Group (PFG) in Q2 2026: 12,471 shares worth $1.34M. The stake represents 0.9% of the portfolio and ranks #36 among its holdings.

949 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Forty-three Eighteen Advisors held 12,471 shares of Principal Financial Group worth $1.34M as of Q2 2026.
Principal Financial Group was a new Forty-three Eighteen Advisors position in Q2 2026.
Principal Financial Group made up 0.9% of Forty-three Eighteen Advisors's portfolio in Q2 2026, its #36 holding.
949 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Forty-three Eighteen Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.