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JPL Wealth Management’s Principal Financial Group PFG Stock Holding History

JPL Wealth Management’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 		$755 Buy
7
+2
+40% +$203 ﹤0.01% 1347
2026
Q1 		$451 Buy
+5
New +$457 ﹤0.01% 1321
2025
Q4 		– Sell
-5
Closed -$415 – 835
2025
Q3 		$415 Buy
+5
New +$400 ﹤0.01% 1097

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

JPL Wealth Management's PFG Position: Q2 2026 in Review

JPL Wealth Management increased its Principal Financial Group (PFG) stake by 40% in Q2 2026, buying an estimated $203 and bringing the position to 7 shares worth $755. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

JPL Wealth Management first reported a position in PFG in Q3 2025 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • JPL Wealth Management held 7 shares of Principal Financial Group worth $755 as of Q2 2026.
  • JPL Wealth Management bought 2 Principal Financial Group shares in Q2 2026, an estimated $203.
  • Principal Financial Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1347 holding.
  • JPL Wealth Management first reported a position in Principal Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.