Jackson Grant Investment Advisers’s Principal Financial Group PFG Stock Holding History

Jackson Grant Investment Advisers’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	$431K	Hold	3,995	–	–	0.13%	82
2026 Q1	$360K	Hold	3,995	–	–	0.12%	86
2025 Q4	$352K	Hold	3,995	–	–	0.12%	91
2025 Q3	$331K	Hold	3,995	–	–	0.11%	90
2025 Q2	$317K	Hold	3,995	–	–	0.12%	84
2025 Q1	$337K	Hold	3,995	–	–	0.13%	80
2024 Q4	$309K	Hold	3,995	–	–	0.12%	82
2024 Q3	$343K	Buy	3,995 +924	+30%	+$74.6K	0.13%	79
2024 Q2	$241K	Hold	3,071	–	–	0.1%	95
2024 Q1	$265K	Hold	3,071	–	–	0.11%	89
2023 Q4	$242K	Hold	3,071	–	–	0.11%	89
2023 Q3	$221K	Hold	3,071	–	–	0.11%	90
2023 Q2	$233K	Hold	3,071	–	–	0.11%	90
2023 Q1	$228K	Hold	3,071	–	–	0.11%	92
2022 Q4	$258K	Hold	3,071	–	–	0.12%	83
2022 Q3	$222K	Hold	3,071	–	–	0.12%	85
2022 Q2	$205K	Hold	3,071	–	–	0.1%	96
2022 Q1	$225K	Hold	3,071	–	–	0.09%	99
2021 Q4	$222K	Hold	3,071	–	–	0.11%	85
2021 Q3	$198K	Hold	3,071	–	–	0.09%	106
2021 Q2	$194K	Hold	3,071	–	–	0.09%	108
2021 Q1	$184K	Buy	+3,071	New	+$171K	0.08%	108

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

Jackson Grant Investment Advisers's PFG Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Principal Financial Group (PFG) position steady in Q2 2026 at 3,995 shares worth $431K. The position accounts for 0.13% of the portfolio, ranked #82.

Jackson Grant Investment Advisers first reported a position in PFG in Q1 2021 and has held it in 22 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Jackson Grant Investment Advisers held 3,995 shares of Principal Financial Group worth $431K as of Q2 2026.
Jackson Grant Investment Advisers left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.13% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #82 holding.
Jackson Grant Investment Advisers first reported a position in Principal Financial Group in Q1 2021 and has held it in 22 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.