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PFG icon

Harbour Investments’s Principal Financial Group PFG Stock Holding History

Harbour Investments’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 		$710K Sell
6,584
-197
-3% -$20K 0.01% 962
2026
Q1 		$611K Buy
6,781
+4,494
+197% +$411K 0.01% 961
2025
Q4 		$202K Buy
2,287
+208
+10% +$17.6K ﹤0.01% 1276
2025
Q3 		$172K Buy
2,079
+270
+15% +$21.6K ﹤0.01% 1296
2025
Q2 		$144K Sell
1,809
-24
-1% -$1.84K ﹤0.01% 1335
2025
Q1 		$155K Sell
1,833
-5
-0.3% -$416 ﹤0.01% 1221
2024
Q4 		$142K Buy
1,838
+275
+18% +$23.2K ﹤0.01% 1193
2024
Q3 		$134K Sell
1,563
-465
-23% -$37.6K ﹤0.01% 1191
2024
Q2 		$159K Buy
2,028
+3
+0.1% +$244 0.01% 1036
2024
Q1 		$175K Buy
2,025
+2
+0.1% +$161 0.01% 970
2023
Q4 		$159K Buy
2,023
+394
+24% +$28.5K 0.01% 952
2023
Q3 		$117K Sell
1,629
-223
-12% -$17.3K 0.01% 987
2023
Q2 		$140K Sell
1,852
-504
-21% -$36.3K 0.01% 921
2023
Q1 		$175K Buy
2,356
+366
+18% +$31.1K 0.01% 816
2022
Q4 		$167K Sell
1,990
-194
-9% -$16.6K 0.01% 807
2022
Q3 		$146K Hold
2,184
– – 0.01% 824
2022
Q2 		$146K Buy
+2,184
New +$154K 0.01% 824
2021
Q4 		$80K Sell
1,103
-6,545
-86% -$457K ﹤0.01% 1067
2021
Q3 		$493K Buy
7,648
+492
+7% +$31.6K 0.02% 647
2021
Q2 		$452K Sell
7,156
-59
-0.8% -$3.77K 0.01% 719
2021
Q1 		$433K Buy
+7,215
New +$402K 0.02% 667

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

Harbour Investments's PFG Position: Q2 2026 in Review

Harbour Investments reduced its Principal Financial Group (PFG) stake by 2.9% in Q2 2026, selling an estimated $20K and leaving 6,584 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #962.

Harbour Investments first reported a position in PFG in Q1 2021 and has held it in 21 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Harbour Investments held 6,584 shares of Principal Financial Group worth $710K as of Q2 2026.
  • Harbour Investments sold 197 Principal Financial Group shares in Q2 2026, an estimated $20K.
  • Principal Financial Group made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #962 holding.
  • Harbour Investments first reported a position in Principal Financial Group in Q1 2021 and has held it in 21 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.