Glassy Mountain Advisors’s Principal Financial Group PFG Stock Holding History

Glassy Mountain Advisors’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	$323K	Hold	3,000	–	–	0.09%	53
2026 Q1	$270K	Hold	3,000	–	–	0.08%	55
2025 Q4	$265K	Hold	3,000	–	–	0.08%	57
2025 Q3	$249K	Hold	3,000	–	–	0.07%	61
2025 Q2	$238K	Hold	3,000	–	–	0.08%	58
2025 Q1	$253K	Hold	3,000	–	–	0.09%	56
2024 Q4	$232K	Hold	3,000	–	–	0.08%	54
2024 Q3	$258K	Hold	3,000	–	–	0.09%	57
2024 Q2	$235K	Hold	3,000	–	–	0.09%	54
2024 Q1	$259K	Hold	3,000	–	–	0.1%	50
2023 Q4	$236K	Hold	3,000	–	–	0.1%	51
2023 Q3	$211K	Hold	3,000	–	–	0.1%	53
2023 Q2	$228K	Buy	+3,000	New	+$216K	0.1%	57
2023 Q1	–	Sell	-3,000	Closed	-$252K	–	171
2022 Q4	$252K	Buy	+3,000	New	+$257K	0.14%	56
2022 Q2	$200K	Hold	3,000	–	–	0.12%	66
2022 Q1	$220K	Buy	+3,000	New	+$217K	0.11%	67

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Glassy Mountain Advisors's PFG Position: Q2 2026 in Review

Glassy Mountain Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 3,000 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #53.

Glassy Mountain Advisors first reported a position in PFG in Q1 2022 and has held it in 16 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Glassy Mountain Advisors held 3,000 shares of Principal Financial Group worth $323K as of Q2 2026.
Glassy Mountain Advisors left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.09% of Glassy Mountain Advisors's portfolio in Q2 2026, its #53 holding.
Glassy Mountain Advisors first reported a position in Principal Financial Group in Q1 2022 and has held it in 16 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.