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Hantz Financial Services’s Principal Financial Group PFG Stock Holding History

Hantz Financial Services’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 		$418K Buy
3,879
+265
+7% +$26.9K 0.01% 797
2026
Q1 		$326K Buy
3,614
+2,409
+200% +$220K 0.01% 814
2025
Q4 		$106K Sell
1,205
-127
-10% -$10.7K ﹤0.01% 1120
2025
Q3 		$110K Buy
1,332
+728
+121% +$58.2K ﹤0.01% 937
2025
Q2 		$48K Buy
604
+407
+207% +$31.2K ﹤0.01% 974
2025
Q1 		$17K Buy
+197
New +$16.4K ﹤0.01% 857

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

Hantz Financial Services's PFG Position: Q2 2026 in Review

Hantz Financial Services increased its Principal Financial Group (PFG) stake by 7.3% in Q2 2026, buying an estimated $26.9K and bringing the position to 3,879 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #797.

Hantz Financial Services first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Hantz Financial Services held 3,879 shares of Principal Financial Group worth $418K as of Q2 2026.
  • Hantz Financial Services bought 265 Principal Financial Group shares in Q2 2026, an estimated $26.9K.
  • Principal Financial Group made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #797 holding.
  • Hantz Financial Services first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.