Harbor Investment Advisory’s Principal Financial Group PFG Stock Holding History

Harbor Investment Advisory’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	$184K	Hold	1,704	–	–	0.01%	433
2026 Q1	$154K	Buy	1,704 +50	+3%	+$4.57K	0.01%	451
2025 Q4	$146K	Buy	1,654 +78	+5%	+$6.58K	0.01%	450
2025 Q3	$131K	Hold	1,576	–	–	0.01%	456
2025 Q2	$125K	Hold	1,576	–	–	0.01%	451
2025 Q1	$133K	Hold	1,576	–	–	0.01%	418
2024 Q4	$122K	Hold	1,576	–	–	0.01%	421
2024 Q3	$135K	Sell	1,576 -3	-0.2%	-$242	0.01%	393
2024 Q2	$124K	Buy	1,579 +3	+0.2%	+$244	0.01%	402
2024 Q1	$136K	Hold	1,576	–	–	0.01%	398
2023 Q4	$124K	Hold	1,576	–	–	0.01%	390
2023 Q3	$114K	Hold	1,576	–	–	0.01%	381
2023 Q2	$120K	Hold	1,576	–	–	0.02%	456
2023 Q1	$117K	Hold	1,576	–	–	0.02%	456
2022 Q4	$132K	Buy	1,576 +500	+46%	+$42.9K	0.02%	428
2022 Q3	$78K	Hold	1,076	–	–	0.01%	532
2022 Q2	$72K	Hold	1,076	–	–	0.01%	587
2022 Q1	$79K	Hold	1,076	–	–	0.01%	604
2021 Q4	$78K	Hold	1,076	–	–	0.01%	615
2021 Q3	$69K	Hold	1,076	–	–	0.01%	629
2021 Q2	$68K	Hold	1,076	–	–	0.01%	620
2021 Q1	$65K	Buy	+1,076	New	+$60K	0.01%	605

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 Investment Advisory's PFG Position: Q2 2026 in Review

Harbor Investment Advisory held its Principal Financial Group (PFG) position steady in Q2 2026 at 1,704 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #433.

Harbor Investment Advisory first reported a position in PFG in Q1 2021 and has held it in 22 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Harbor Investment Advisory held 1,704 shares of Principal Financial Group worth $184K as of Q2 2026.
Harbor Investment Advisory left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #433 holding.
Harbor Investment Advisory first reported a position in Principal Financial Group in Q1 2021 and has held it in 22 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.