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Integrity Alliance’s Principal Financial Group PFG Stock Holding History

Integrity Alliance’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 		$483K Sell
4,477
-6,424
-59% -$652K 0.02% 527
2026
Q1 		$982K Buy
10,901
+93
+0.9% +$8.5K 0.04% 309
2025
Q4 		$953K Buy
10,808
+6,904
+177% +$583K 0.03% 322
2025
Q3 		$324K Sell
3,904
-1,969
-34% -$157K 0.02% 427
2025
Q2 		$466K Buy
5,873
+297
+5% +$22.8K 0.03% 309
2025
Q1 		$470K Buy
+5,576
New +$464K 0.02% 393

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

Integrity Alliance's PFG Position: Q2 2026 in Review

Integrity Alliance reduced its Principal Financial Group (PFG) stake by 59% in Q2 2026, selling an estimated $652K and leaving 4,477 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #527.

Integrity Alliance first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $982K in Q1 2026. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Integrity Alliance held 4,477 shares of Principal Financial Group worth $483K as of Q2 2026.
  • Integrity Alliance sold 6,424 Principal Financial Group shares in Q2 2026, an estimated $652K.
  • Principal Financial Group made up 0.02% of Integrity Alliance's portfolio in Q2 2026, its #527 holding.
  • Integrity Alliance first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Integrity Alliance's Principal Financial Group position peaked at $982K in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.