John Boyer Inc
PFG icon

John Boyer Inc’s Principal Financial Group PFG Stock Holding History

John Boyer Inc’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
Q3 		$97.9K Buy
+875
New +$99.1K 0.08% 65

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Dimensional Fund Advisors
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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

John Boyer Inc's PFG Position: Q3 2026 in Review

John Boyer Inc opened a new position in Principal Financial Group (PFG) in Q3 2026: 875 shares worth $97.9K. The stake represents 0.08% of the portfolio and ranks #65 among its holdings.

752 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • John Boyer Inc held 875 shares of Principal Financial Group worth $97.9K as of Q3 2026.
  • Principal Financial Group was a new John Boyer Inc position in Q3 2026.
  • Principal Financial Group made up 0.08% of John Boyer Inc's portfolio in Q3 2026, its #65 holding.
  • 752 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on John Boyer Inc's 13F filing for Q3 2026, filed 27 Oct 2026.