FMI
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Frec Markets Inc’s Principal Financial Group PFG Stock Holding History

Frec Markets Inc’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 		$1.5M Buy
13,897
+7,031
+102% +$714K 0.13% 125
2026
Q1 		$619K Buy
+6,866
New +$628K 0.11% 202

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

Frec Markets Inc's PFG Position: Q2 2026 in Review

Frec Markets Inc increased its Principal Financial Group (PFG) stake by 102% in Q2 2026, buying an estimated $714K and bringing the position to 13,897 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #125.

Frec Markets Inc first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Frec Markets Inc held 13,897 shares of Principal Financial Group worth $1.5M as of Q2 2026.
  • Frec Markets Inc bought 7,031 Principal Financial Group shares in Q2 2026, an estimated $714K.
  • Principal Financial Group made up 0.13% of Frec Markets Inc's portfolio in Q2 2026, its #125 holding.
  • Frec Markets Inc first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Frec Markets Inc's 13F filing for Q2 2026, filed 13 Aug 2026.