Koshinski Asset Management’s Principal Financial Group PFG Stock Holding History

Koshinski Asset 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	$249K	Buy	2,306 +1	+0%	+$102	0.01%	674
2026 Q1	$208K	Buy	2,305 +1	+0%	+$91	0.01%	698
2025 Q4	$203K	Buy	+2,304	New	+$194K	0.01%	695
2025 Q2	–	Sell	-2,544	Closed	-$215K	–	706
2025 Q1	$215K	Buy	+2,544	New	+$212K	0.02%	586
2024 Q4	–	Sell	-2,880	Closed	-$247K	–	658
2024 Q3	$247K	Sell	2,880 -201	-7%	-$16.2K	0.02%	534
2024 Q2	$249K	Sell	3,081 -181	-6%	-$14.7K	0.02%	503
2024 Q1	$282K	Sell	3,262 -1,303	-29%	-$105K	0.03%	448
2023 Q4	$359K	Buy	4,565 +1,262	+38%	+$91.4K	0.05%	356
2023 Q3	$238K	Buy	3,303 +132	+4%	+$10.2K	0.03%	478
2023 Q2	$240K	Buy	3,171 +167	+6%	+$12K	0.03%	503
2023 Q1	$223K	Sell	3,004 -15	-0.5%	-$1.27K	0.02%	509
2022 Q4	$253K	Buy	3,019 +222	+8%	+$19K	0.02%	501
2022 Q3	$202K	Buy	+2,797	New	+$201K	0.02%	498
2022 Q2	–	Sell	-2,767	Closed	-$203K	–	1565
2022 Q1	$203K	Buy	2,767 +1,106	+67%	+$80.1K	0.02%	581
2021 Q4	$120K	Buy	1,661 +9	+0.5%	+$628	0.01%	786
2021 Q3	$106K	Buy	+1,652	New	+$106K	0.01%	817

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Koshinski Asset Management's PFG Position: Q2 2026 in Review

Koshinski Asset Management increased its Principal Financial Group (PFG) stake by 0.04% in Q2 2026, buying an estimated $102 and bringing the position to 2,306 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #674.

Koshinski Asset Management first reported a position in PFG in Q3 2021 and has held it in 16 quarters since. The position peaked at $359K in Q4 2023. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Koshinski Asset Management held 2,306 shares of Principal Financial Group worth $249K as of Q2 2026.
Koshinski Asset Management bought 1 Principal Financial Group share in Q2 2026, an estimated $102.
Principal Financial Group made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #674 holding.
Koshinski Asset Management first reported a position in Principal Financial Group in Q3 2021 and has held it in 16 quarters since.
Koshinski Asset Management's Principal Financial Group position peaked at $359K in Q4 2023.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.