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Fourpath Capital Management’s Principal Financial Group PFG Stock Holding History

Fourpath Capital Management’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 		$621K Buy
5,760
+1,692
+42% +$172K 0.08% 152
2026
Q1 		$367K Buy
+4,068
New +$372K 0.05% 172
2024
Q4 		– Sell
-523
Closed -$44.9K – 608
2024
Q3 		$44.9K Buy
+523
New +$42.2K 0.01% 353

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fourpath Capital Management's PFG Position: Q2 2026 in Review

Fourpath Capital Management increased its Principal Financial Group (PFG) stake by 42% in Q2 2026, buying an estimated $172K and bringing the position to 5,760 shares worth $621K. The position accounts for 0.08% of the portfolio, ranked #152.

Fourpath Capital Management first reported a position in PFG in Q3 2024 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Fourpath Capital Management held 5,760 shares of Principal Financial Group worth $621K as of Q2 2026.
  • Fourpath Capital Management bought 1,692 Principal Financial Group shares in Q2 2026, an estimated $172K.
  • Principal Financial Group made up 0.08% of Fourpath Capital Management's portfolio in Q2 2026, its #152 holding.
  • Fourpath Capital Management first reported a position in Principal Financial Group in Q3 2024 and has held it in 3 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.