Golden State Equity Partners’s Principal Financial Group PFG Stock Holding History

Golden State Equity Partners’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 Q1	$60.6K	Buy	+673	New	+$61.5K	﹤0.01%	847

Other funds holding PFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Golden State Equity Partners's PFG Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Principal Financial Group (PFG) in Q1 2026: 673 shares worth $60.6K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings.

909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Golden State Equity Partners held 673 shares of Principal Financial Group worth $60.6K as of Q1 2026.
Principal Financial Group was a new Golden State Equity Partners position in Q1 2026.
Principal Financial Group made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #847 holding.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.