Foster Group’s Principal Financial Group PFG Stock Holding History

Foster Group’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	$2.12M	Buy	19,715 +177	+0.9%	+$18K	0.06%	89
2026 Q1	$1.76M	Buy	19,538 +489	+3%	+$44.7K	0.05%	85
2025 Q4	$1.68M	Buy	19,049 +47	+0.2%	+$3.97K	0.05%	88
2025 Q3	$1.58M	Buy	19,002 +3	+0%	+$240	0.05%	86
2025 Q2	$1.51M	Buy	18,999 +6,456	+51%	+$496K	0.05%	82
2025 Q1	$1.06M	Buy	12,543 +13	+0.1%	+$1.08K	0.04%	89
2024 Q4	$970K	Sell	12,530 -1,415	-10%	-$119K	0.04%	90
2024 Q3	$1.2M	Buy	13,945 +1,323	+10%	+$107K	0.04%	84
2024 Q2	$990K	Buy	12,622 +210	+2%	+$17.1K	0.04%	90
2024 Q1	$1.07M	Sell	12,412 -17	-0.1%	-$1.36K	0.05%	83
2023 Q4	$896K	Hold	12,429	–	–	0.05%	78
2023 Q3	$896K	Buy	12,429 +459	+4%	+$35.6K	0.05%	78
2023 Q2	$908K	Sell	11,970 -820	-6%	-$59.1K	0.05%	78
2023 Q1	$951K	Sell	12,790 -597	-4%	-$50.7K	0.06%	74
2022 Q4	$1.12M	Sell	13,387 -577	-4%	-$49.5K	0.08%	61
2022 Q3	$1.01M	Sell	13,964 -462	-3%	-$33.2K	0.08%	57
2022 Q2	$964K	Sell	14,426 -603	-4%	-$42.4K	0.07%	64
2022 Q1	$1.1M	Sell	15,029 -441	-3%	-$31.9K	0.09%	56
2021 Q4	$1.12M	Buy	15,470 +129	+0.8%	+$9K	0.1%	53
2021 Q3	$988K	Buy	15,341 +10	+0.1%	+$642	0.1%	52
2021 Q2	$969K	Buy	15,331 +4,581	+43%	+$293K	0.11%	54
2021 Q1	$645K	Buy	10,750 +378	+4%	+$21.1K	0.1%	60
2020 Q4	$505K	Buy	+10,372	New	+$475K	0.09%	59

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Foster Group's PFG Position: Q2 2026 in Review

Foster Group increased its Principal Financial Group (PFG) stake by 0.91% in Q2 2026, buying an estimated $18K and bringing the position to 19,715 shares worth $2.12M. The position accounts for 0.06% of the portfolio, ranked #89.

Foster Group first reported a position in PFG in Q4 2020 and has held it in 23 quarters since. 136 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Foster Group held 19,715 shares of Principal Financial Group worth $2.12M as of Q2 2026.
Foster Group bought 177 Principal Financial Group shares in Q2 2026, an estimated $18K.
Principal Financial Group made up 0.06% of Foster Group's portfolio in Q2 2026, its #89 holding.
Foster Group first reported a position in Principal Financial Group in Q4 2020 and has held it in 23 quarters since.
136 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.