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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Larson Financial Group's PFG Position: Q1 2026 in Review

Larson Financial Group increased its Principal Financial Group (PFG) stake by 21% in Q1 2026, buying an estimated $20.9K and bringing the position to 1,330 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Larson Financial Group first reported a position in PFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $120K in Q2 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Larson Financial Group held 1,330 shares of Principal Financial Group worth $120K as of Q1 2026.
  • Larson Financial Group bought 229 Principal Financial Group shares in Q1 2026, an estimated $20.9K.
  • Principal Financial Group made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #918 holding.
  • Larson Financial Group first reported a position in Principal Financial Group in Q4 2022 and has held it in 14 quarters since.
  • Larson Financial Group's Principal Financial Group position peaked at $120K in Q2 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.