GCM
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Gunpowder Capital Management’s Principal Financial Group PFG Stock Holding History

Gunpowder Capital 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 		$13.3K Hold
123
– – 0.01% 265
2026
Q1 		$11.1K Hold
123
– – 0.01% 278
2025
Q4 		$10.8K Buy
+123
New +$10.4K 0.01% 283

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

Gunpowder Capital Management's PFG Position: Q2 2026 in Review

Gunpowder Capital Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 123 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #265.

Gunpowder Capital Management first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 949 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Gunpowder Capital Management held 123 shares of Principal Financial Group worth $13.3K as of Q2 2026.
  • Gunpowder Capital Management left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of Gunpowder Capital Management's portfolio in Q2 2026, its #265 holding.
  • Gunpowder Capital Management first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 949 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Gunpowder Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.