Larson Financial Group
PFG icon

Larson Financial Group’s Principal Financial Group PFG Stock Holding History

Larson Financial Group’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
Q3 		$164K Buy
1,466
+62
+4% +$7.02K ﹤0.01% 1019
2026
Q2 		$151K Buy
1,404
+74
+6% +$7.51K ﹤0.01% 973
2026
Q1 		$120K Buy
1,330
+229
+21% +$20.9K ﹤0.01% 918
2025
Q4 		$97.1K Buy
1,101
+132
+14% +$11.1K ﹤0.01% 946
2025
Q3 		$80.4K Sell
969
-545
-36% -$43.6K ﹤0.01% 977
2025
Q2 		$120K Buy
1,514
+832
+122% +$63.9K ﹤0.01% 795
2025
Q1 		$57.5K Buy
682
+104
+18% +$8.65K ﹤0.01% 974
2024
Q4 		$44.8K Sell
578
-97
-14% -$8.17K ﹤0.01% 935
2024
Q3 		$58K Buy
675
+385
+133% +$31.1K ﹤0.01% 861
2024
Q2 		$22.8K Buy
290
+276
+1,971% +$22.4K ﹤0.01% 1016
2024
Q1 		$1.17K Buy
14
+1
+8% +$80 ﹤0.01% 1431
2023
Q4 		$1.06K Sell
13
-4
-24% -$290 ﹤0.01% 1460
2023
Q3 		$1.25K Buy
17
+5
+42% +$388 ﹤0.01% 1454
2023
Q2 		$926 Hold
12
– – ﹤0.01% 1374
2023
Q1 		$900 Hold
12
– – ﹤0.01% 1358
2022
Q4 		$1.01K Buy
+12
New +$1.03K ﹤0.01% 1294

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Larson Financial Group's PFG Position: Q3 2026 in Review

Larson Financial Group increased its Principal Financial Group (PFG) stake by 4.4% in Q3 2026, buying an estimated $7.02K and bringing the position to 1,466 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Larson Financial Group first reported a position in PFG in Q4 2022 and has held it in 16 quarters since. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Larson Financial Group held 1,466 shares of Principal Financial Group worth $164K as of Q3 2026.
  • Larson Financial Group bought 62 Principal Financial Group shares in Q3 2026, an estimated $7.02K.
  • Principal Financial Group made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1019 holding.
  • Larson Financial Group first reported a position in Principal Financial Group in Q4 2022 and has held it in 16 quarters since.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.