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Lantz Financial’s Principal Financial Group PFG Stock Holding History

Lantz Financial’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 		$221K Buy
+2,055
New +$209K 0.04% 248

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Lantz Financial's PFG Position: Q2 2026 in Review

Lantz Financial opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,055 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #248 among its holdings.

187 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Lantz Financial held 2,055 shares of Principal Financial Group worth $221K as of Q2 2026.
  • Principal Financial Group was a new Lantz Financial position in Q2 2026.
  • Principal Financial Group made up 0.04% of Lantz Financial's portfolio in Q2 2026, its #248 holding.
  • 187 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.