JF
PFG icon

JMN Financial’s Principal Financial Group PFG Stock Holding History

JMN Financial’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 		$382K Sell
3,545
-478
-12% -$48.5K 0.3% 98
2026
Q1 		$363K Buy
4,023
+63
+2% +$5.76K 0.36% 84
2025
Q4 		$349K Buy
+3,960
New +$334K 0.35% 87

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JMN Financial's PFG Position: Q2 2026 in Review

JMN Financial reduced its Principal Financial Group (PFG) stake by 12% in Q2 2026, selling an estimated $48.5K and leaving 3,545 shares worth $382K. The position accounts for 0.3% of the portfolio, ranked #98.

JMN Financial first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 911 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • JMN Financial held 3,545 shares of Principal Financial Group worth $382K as of Q2 2026.
  • JMN Financial sold 478 Principal Financial Group shares in Q2 2026, an estimated $48.5K.
  • Principal Financial Group made up 0.3% of JMN Financial's portfolio in Q2 2026, its #98 holding.
  • JMN Financial first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.