Jones Financial Companies
PFG icon

Jones Financial Companies’s Principal Financial Group PFG Stock Holding History

Jones Financial Companies’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 		$4.31M Buy
39,986
+12,581
+46% +$1.28M ﹤0.01% 1255
2026
Q1 		$2.39M Buy
27,405
+7,092
+35% +$648K ﹤0.01% 1351
2025
Q4 		$1.79M Buy
20,313
+1,653
+9% +$140K ﹤0.01% 1002
2025
Q3 		$1.54M Buy
18,660
+799
+4% +$63.9K ﹤0.01% 959
2025
Q2 		$1.41M Buy
17,861
+3,282
+23% +$252K ﹤0.01% 869
2025
Q1 		$1.21M Buy
14,579
+3,418
+31% +$284K ﹤0.01% 793
2024
Q4 		$864K Buy
11,161
+6,731
+152% +$567K ﹤0.01% 793
2024
Q3 		$381K Buy
4,430
+2,576
+139% +$208K ﹤0.01% 921
2024
Q2 		$145K Buy
1,854
+1,392
+301% +$113K ﹤0.01% 922
2024
Q1 		$39.9K Buy
462
+338
+273% +$27.1K ﹤0.01% 771
2023
Q4 		$9.76K Hold
124
– – ﹤0.01% 684
2023
Q3 		$8.94K Hold
124
– – ﹤0.01% 483
2023
Q2 		$9.4K Sell
124
-1
-0.8% -$72 ﹤0.01% 472
2023
Q1 		$9.29K Buy
+125
New +$10.6K ﹤0.01% 478
2022
Q3 		– Sell
-279
Closed -$19K – 685
2022
Q2 		$19K Buy
+279
New +$19.6K ﹤0.01% 412
2021
Q4 		– Sell
-1,385
Closed -$89K – 772
2021
Q3 		$89K Buy
+1,385
New +$88.9K ﹤0.01% 280

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 $3.38T AUM 44.17% 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

Jones Financial Companies's PFG Position: Q2 2026 in Review

Jones Financial Companies increased its Principal Financial Group (PFG) stake by 46% in Q2 2026, buying an estimated $1.28M and bringing the position to 39,986 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Jones Financial Companies first reported a position in PFG in Q3 2021 and has held it in 16 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Jones Financial Companies held 39,986 shares of Principal Financial Group worth $4.31M as of Q2 2026.
  • Jones Financial Companies bought 12,581 Principal Financial Group shares in Q2 2026, an estimated $1.28M.
  • Principal Financial Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1255 holding.
  • Jones Financial Companies first reported a position in Principal Financial Group in Q3 2021 and has held it in 16 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.