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

Horizon 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	$17K	Hold	158	–	–	0.01%	273
2026 Q1	$14.2K	Hold	158	–	–	0.01%	230
2025 Q4	$13.9K	Sell	158 -130	-45%	-$11K	0.01%	157
2025 Q3	$23.9K	Buy	+288	New	+$23K	0.01%	126
2025 Q1	–	Sell	-96	Closed	-$7.43K	–	335
2024 Q4	$7.43K	Buy	96 +82	+586%	+$6.91K	﹤0.01%	129
2024 Q3	$1.2K	Hold	14	–	–	﹤0.01%	215
2024 Q2	$1.1K	Hold	14	–	–	﹤0.01%	211
2024 Q1	$1.21K	Buy	+14	New	+$1.12K	﹤0.01%	207
2022 Q1	–	Sell	-176	Closed	-$12.7K	–	96
2021 Q4	$12.7K	Sell	176 -28	-14%	-$1.95K	0.01%	93
2021 Q3	$13K	Sell	204 -65	-24%	-$4.17K	0.01%	103
2021 Q2	$17K	Hold	269	–	–	0.01%	93
2021 Q1	$16K	Hold	269	–	–	0.01%	58
2020 Q4	$13K	Hold	269	–	–	0.01%	54
2020 Q3	$11K	Buy	+269	New	+$11.5K	0.01%	55

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

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

Horizon Financial Services held its Principal Financial Group (PFG) position steady in Q2 2026 at 158 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #273.

Horizon Financial Services first reported a position in PFG in Q3 2020 and has held it in 14 quarters since. The position peaked at $23.9K in Q3 2025. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Horizon Financial Services held 158 shares of Principal Financial Group worth $17K as of Q2 2026.
Horizon Financial Services left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #273 holding.
Horizon Financial Services first reported a position in Principal Financial Group in Q3 2020 and has held it in 14 quarters since.
Horizon Financial Services's Principal Financial Group position peaked at $23.9K in Q3 2025.
959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.