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JT Stratford LLC’s Principal Financial Group PFG Stock Holding History

JT Stratford LLC’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 		$268K Buy
+2,490
New +$253K 0.03% 290
2023
Q4 		– Sell
-3,164
Closed -$228K – 258
2023
Q3 		$228K Sell
3,164
-1,849
-37% -$144K 0.06% 216
2023
Q2 		$380K Sell
5,013
-1,697
-25% -$122K 0.1% 181
2023
Q1 		$499K Buy
6,710
+2,316
+53% +$197K 0.14% 151
2022
Q4 		$369K Buy
4,394
+276
+7% +$23.7K 0.12% 167
2022
Q3 		$297K Sell
4,118
-361
-8% -$25.9K 0.11% 161
2022
Q2 		$299K Sell
4,479
-983
-18% -$69.1K 0.09% 174
2022
Q1 		$401K Sell
5,462
-952
-15% -$68.9K 0.12% 145
2021
Q4 		$464K Sell
6,414
-192
-3% -$13.4K 0.13% 144
2021
Q3 		$425K Hold
6,606
– – 0.13% 134
2021
Q2 		$417K Sell
6,606
-76
-1% -$4.86K 0.13% 143
2021
Q1 		$401K Buy
6,682
+168
+3% +$9.36K 0.14% 134
2020
Q4 		$323K Buy
6,514
+493
+8% +$22.6K 0.12% 131
2020
Q3 		$242K Buy
6,021
+1,018
+20% +$43.4K 0.1% 132
2020
Q2 		$208K Buy
+5,003
New +$183K 0.11% 140

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

JT Stratford LLC's PFG Position: Q2 2026 in Review

JT Stratford LLC opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,490 shares worth $268K. The stake represents 0.03% of the portfolio and ranks #290 among its holdings. This is a return to the name: JT Stratford LLC previously reported a position in PFG as recently as Q3 2023.

JT Stratford LLC first reported a position in PFG in Q2 2020 and has held it in 15 quarters since. The position peaked at $499K in Q1 2023. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • JT Stratford LLC held 2,490 shares of Principal Financial Group worth $268K as of Q2 2026.
  • Principal Financial Group was a new JT Stratford LLC position in Q2 2026.
  • Principal Financial Group made up 0.03% of JT Stratford LLC's portfolio in Q2 2026, its #290 holding.
  • JT Stratford LLC first reported a position in Principal Financial Group in Q2 2020 and has held it in 15 quarters since.
  • JT Stratford LLC's Principal Financial Group position peaked at $499K in Q1 2023.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.