GKIM
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GW&K Investment Management’s Principal Financial Group PFG Stock Holding History

GW&K Investment 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 		$29K Buy
265
+29
+12% +$2.94K ﹤0.01% 713
2026
Q1 		$21K Buy
236
+7
+3% +$640 ﹤0.01% 764
2025
Q4 		$20K Hold
229
– – ﹤0.01% 747
2025
Q3 		$19K Buy
229
+17
+8% +$1.36K ﹤0.01% 758
2025
Q2 		$17K Buy
212
+76
+56% +$5.83K ﹤0.01% 755
2025
Q1 		$11K Buy
136
+5
+4% +$416 ﹤0.01% 792
2024
Q4 		$10K Buy
131
+4
+3% +$337 ﹤0.01% 782
2024
Q3 		$11K Sell
127
-9
-7% -$727 ﹤0.01% 764
2024
Q2 		$11K Buy
136
+14
+11% +$1.14K ﹤0.01% 715
2024
Q1 		$11K Hold
122
– – ﹤0.01% 679
2023
Q4 		$10K Buy
122
+27
+28% +$1.96K ﹤0.01% 682
2023
Q3 		$7K Buy
95
+3
+3% +$233 ﹤0.01% 724
2023
Q2 		$7K Buy
+92
New +$6.63K ﹤0.01% 725
2022
Q3 		– Sell
-68
Closed -$5K – 717
2022
Q2 		$5K Buy
68
+24
+55% +$1.69K ﹤0.01% 610
2022
Q1 		$3K Buy
+44
New +$3.19K ﹤0.01% 645

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 $3.38T AUM 44.17% 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

GW&K Investment Management's PFG Position: Q2 2026 in Review

GW&K Investment Management increased its Principal Financial Group (PFG) stake by 12% in Q2 2026, buying an estimated $2.94K and bringing the position to 265 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

GW&K Investment Management first reported a position in PFG in Q1 2022 and has held it in 15 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • GW&K Investment Management held 265 shares of Principal Financial Group worth $29K as of Q2 2026.
  • GW&K Investment Management bought 29 Principal Financial Group shares in Q2 2026, an estimated $2.94K.
  • Principal Financial Group made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #713 holding.
  • GW&K Investment Management first reported a position in Principal Financial Group in Q1 2022 and has held it in 15 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.