Hazlett, Burt & Watson’s Principal Financial Group PFG Stock Holding History

Hazlett, Burt & Watson’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	$63K	Hold	583	–	–	0.02%	428
2026 Q1	$53K	Sell	583 -65	-10%	-$5.94K	0.02%	441
2025 Q4	$57K	Sell	648 -65	-9%	-$5.49K	0.02%	427
2025 Q3	$59K	Buy	713 +130	+22%	+$10.4K	0.02%	389
2025 Q2	$46K	Hold	583	–	–	0.02%	392
2025 Q1	$49K	Hold	583	–	–	0.02%	359
2024 Q4	$45K	Hold	583	–	–	0.02%	371
2024 Q3	$50K	Hold	583	–	–	0.02%	353
2024 Q2	$46K	Hold	583	–	–	0.02%	347
2024 Q1	$50K	Hold	583	–	–	0.03%	327
2023 Q4	$46K	Hold	583	–	–	0.03%	320
2023 Q3	$42K	Hold	583	–	–	0.03%	325
2023 Q2	$44K	Hold	583	–	–	0.03%	318
2023 Q1	$43K	Hold	583	–	–	0.04%	302
2022 Q4	$49K	Hold	583	–	–	0.04%	272
2022 Q3	$42K	Hold	583	–	–	0.04%	280
2022 Q2	$39K	Hold	583	–	–	0.04%	304
2022 Q1	$43K	Buy	+583	New	+$42.2K	0.03%	306

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 $3.37T AUM 44.26% 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

Hazlett, Burt & Watson's PFG Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Principal Financial Group (PFG) position steady in Q2 2026 at 583 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #428.

Hazlett, Burt & Watson first reported a position in PFG in Q1 2022 and has held it in 18 quarters since. 958 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Hazlett, Burt & Watson held 583 shares of Principal Financial Group worth $63K as of Q2 2026.
Hazlett, Burt & Watson left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #428 holding.
Hazlett, Burt & Watson first reported a position in Principal Financial Group in Q1 2022 and has held it in 18 quarters since.
958 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.