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Fox Run Management’s Principal Financial Group PFG Stock Holding History

Fox Run 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 		$602K Buy
+5,589
New +$567K 0.1% 399
2024
Q4 		– Sell
-5,449
Closed -$468K – 1113
2024
Q3 		$468K Sell
5,449
-2,592
-32% -$209K 0.1% 384
2024
Q2 		$631K Sell
8,041
-3,548
-31% -$288K 0.12% 324
2024
Q1 		$1M Buy
11,589
+8,725
+305% +$700K 0.22% 133
2023
Q4 		$225K Sell
2,864
-8,068
-74% -$584K 0.06% 600
2023
Q3 		$788K Buy
+10,932
New +$849K 0.23% 133
2023
Q2 		– Sell
-4,478
Closed -$333K – 897
2023
Q1 		$333K Buy
+4,478
New +$380K 0.11% 372

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

Fox Run Management's PFG Position: Q2 2026 in Review

Fox Run Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 5,589 shares worth $602K. The stake represents 0.1% of the portfolio and ranks #399 among its holdings. This is a return to the name: Fox Run Management previously reported a position in PFG as recently as Q3 2024.

Fox Run Management first reported a position in PFG in Q1 2023 and has held it in 7 quarters since. The position peaked at $1M in Q1 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Fox Run Management held 5,589 shares of Principal Financial Group worth $602K as of Q2 2026.
  • Principal Financial Group was a new Fox Run Management position in Q2 2026.
  • Principal Financial Group made up 0.1% of Fox Run Management's portfolio in Q2 2026, its #399 holding.
  • Fox Run Management first reported a position in Principal Financial Group in Q1 2023 and has held it in 7 quarters since.
  • Fox Run Management's Principal Financial Group position peaked at $1M in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.