Harbor Capital Advisors’s Principal Financial Group PFG Stock Holding History

Harbor Capital 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	$430K	Buy	3,993 +223	+6%	+$22.6K	0.03%	544
2026 Q1	$340K	Sell	3,770 -804	-18%	-$73.5K	0.03%	550
2025 Q4	$403K	Sell	4,574 -7	-0.2%	-$591	0.03%	540
2025 Q3	$380K	Buy	4,581 +124	+3%	+$9.91K	0.03%	541
2025 Q2	$354K	Sell	4,457 -27	-0.6%	-$2.07K	0.01%	561
2025 Q1	$378K	Sell	4,484 -739	-14%	-$61.5K	0.02%	562
2024 Q4	$404K	Buy	5,223 +132	+3%	+$11.1K	0.02%	590
2024 Q3	$437K	Buy	5,091 +144	+3%	+$11.6K	0.02%	591
2024 Q2	$388K	Buy	4,947 +12	+0.2%	+$974	0.03%	574
2024 Q1	$426K	Buy	4,935 +1,010	+26%	+$81.1K	0.06%	437
2023 Q4	$309K	Buy	3,925 +2	+0.1%	+$145	0.06%	313
2023 Q3	$283K	Hold	3,923	–	–	0.06%	313
2023 Q2	$298K	Hold	3,923	–	–	0.06%	321
2023 Q1	$292K	Buy	+3,923	New	+$333K	0.08%	189

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 $3.38T AUM 44.17% 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

Harbor Capital Advisors's PFG Position: Q2 2026 in Review

Harbor Capital Advisors increased its Principal Financial Group (PFG) stake by 5.9% in Q2 2026, buying an estimated $22.6K and bringing the position to 3,993 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #544.

Harbor Capital Advisors first reported a position in PFG in Q1 2023 and has held it in 14 quarters since. The position peaked at $437K in Q3 2024. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Harbor Capital Advisors held 3,993 shares of Principal Financial Group worth $430K as of Q2 2026.
Harbor Capital Advisors bought 223 Principal Financial Group shares in Q2 2026, an estimated $22.6K.
Principal Financial Group made up 0.03% of Harbor Capital Advisors's portfolio in Q2 2026, its #544 holding.
Harbor Capital Advisors first reported a position in Principal Financial Group in Q1 2023 and has held it in 14 quarters since.
Harbor Capital Advisors's Principal Financial Group position peaked at $437K in Q3 2024.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.