Hunter Associates Investment Management’s Principal Financial Group PFG Stock Holding History

Hunter Associates Investment Management’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	$230K	Buy	+2,135	New	+$217K	0.03%	277
2025 Q2	–	Sell	-2,411	Closed	-$202K	–	259
2025 Q1	$202K	Buy	+2,411	New	+$201K	0.03%	241
2024 Q4	–	Sell	-2,411	Closed	-$207K	–	265
2024 Q3	$207K	Buy	+2,411	New	+$195K	0.03%	245
2024 Q2	–	Sell	-2,411	Closed	-$208K	–	260
2024 Q1	$208K	Buy	+2,411	New	+$193K	0.04%	247
2023 Q1	–	Sell	-2,411	Closed	-$201K	–	265
2022 Q4	$201K	Buy	+2,411	New	+$207K	0.05%	218
2022 Q3	–	Sell	-3,411	Closed	-$228K	–	228
2022 Q2	$228K	Buy	+3,411	New	+$240K	0.06%	201
2021 Q2	–	Sell	-3,435	Closed	-$206K	–	178
2021 Q1	$206K	Buy	+3,435	New	+$191K	0.05%	195

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

Hunter Associates Investment Management's PFG Position: Q2 2026 in Review

Hunter Associates Investment Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,135 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings. This is a return to the name: Hunter Associates Investment Management previously reported a position in PFG as recently as Q1 2025.

Hunter Associates Investment Management first reported a position in PFG in Q1 2021 and has held it in 7 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Hunter Associates Investment Management held 2,135 shares of Principal Financial Group worth $230K as of Q2 2026.
Principal Financial Group was a new Hunter Associates Investment Management position in Q2 2026.
Principal Financial Group made up 0.03% of Hunter Associates Investment Management's portfolio in Q2 2026, its #277 holding.
Hunter Associates Investment Management first reported a position in Principal Financial Group in Q1 2021 and has held it in 7 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.