FCH
PFG icon

Freestone Capital Holdings’s Principal Financial Group PFG Stock Holding History

Freestone Capital Holdings’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 		$3.76M Buy
34,852
+22
+0.1% +$2.23K 0.1% 132
2026
Q1 		$3.14M Sell
34,830
-1,451
-4% -$133K 0.1% 138
2025
Q4 		$3.2M Buy
36,281
+1,405
+4% +$119K 0.09% 137
2025
Q3 		$2.89M Buy
34,876
+618
+2% +$49.4K 0.09% 149
2025
Q2 		$2.72M Sell
34,258
-1,632
-5% -$125K 0.09% 143
2025
Q1 		$3.03M Buy
35,890
+534
+2% +$44.4K 0.11% 130
2024
Q4 		$2.74M Buy
35,356
+332
+0.9% +$28K 0.09% 136
2024
Q3 		$3.01M Buy
35,024
+50
+0.1% +$4.04K 0.1% 140
2024
Q2 		$2.74M Buy
34,974
+659
+2% +$53.5K 0.1% 139
2024
Q1 		$2.96M Buy
34,315
+482
+1% +$38.7K 0.11% 136
2023
Q4 		$2.66M Sell
33,833
-230
-0.7% -$16.7K 0.12% 131
2023
Q3 		$2.45M Sell
34,063
-10,443
-23% -$811K 0.13% 127
2023
Q2 		$3.38M Buy
44,506
+95
+0.2% +$6.85K 0.14% 110
2023
Q1 		$3.3M Sell
44,411
-1,441
-3% -$122K 0.15% 103
2022
Q4 		$3.85M Sell
45,852
-3,214
-7% -$276K 0.18% 89
2022
Q3 		$3.54M Sell
49,066
-4,987
-9% -$358K 0.16% 91
2022
Q2 		$3.61M Sell
54,053
-11,897
-18% -$837K 0.14% 103
2022
Q1 		$4.84M Sell
65,950
-925
-1% -$67K 0.19% 109
2021
Q4 		$4.84M Buy
66,875
+974
+1% +$68K 0.2% 103
2021
Q3 		$4.24M Buy
65,901
+262
+0.4% +$16.8K 0.21% 105
2021
Q2 		$4.15M Buy
65,639
+1,181
+2% +$75.5K 0.21% 119
2021
Q1 		$3.87M Buy
64,458
+2,424
+4% +$135K 0.21% 117
2020
Q4 		$3.08M Sell
62,034
-855
-1% -$39.2K 0.18% 135
2020
Q3 		$2.53M Buy
62,889
+6,923
+12% +$295K 0.17% 132
2020
Q2 		$2.33M Sell
55,966
-11,789
-17% -$430K 0.03% 147
2020
Q1 		$2.12M Sell
67,755
-2,583
-4% -$122K 0.05% 129
2019
Q4 		$3.87M Sell
70,338
-3,686
-5% -$202K 0.08% 115
2019
Q3 		$4.23M Sell
74,024
-17,903
-19% -$1.01M 0.1% 92
2019
Q2 		$5.32M Buy
+91,927
New +$5.07M 0.14% 92

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

Freestone Capital Holdings's PFG Position: Q2 2026 in Review

Freestone Capital Holdings increased its Principal Financial Group (PFG) stake by 0.06% in Q2 2026, buying an estimated $2.23K and bringing the position to 34,852 shares worth $3.76M. The position accounts for 0.1% of the portfolio, ranked #132.

Freestone Capital Holdings first reported a position in PFG in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.32M in Q2 2019. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Freestone Capital Holdings held 34,852 shares of Principal Financial Group worth $3.76M as of Q2 2026.
  • Freestone Capital Holdings bought 22 Principal Financial Group shares in Q2 2026, an estimated $2.23K.
  • Principal Financial Group made up 0.1% of Freestone Capital Holdings's portfolio in Q2 2026, its #132 holding.
  • Freestone Capital Holdings first reported a position in Principal Financial Group in Q2 2019 and has held it in 29 quarters since.
  • Freestone Capital Holdings's Principal Financial Group position peaked at $5.32M in Q2 2019.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.