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Leavell Investment Management’s Principal Financial Group PFG Stock Holding History

Leavell Investment 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 		$326K Hold
3,024
– – 0.01% 515
2026
Q1 		$273K Buy
3,024
+400
+15% +$36.6K 0.01% 536
2025
Q4 		$231K Buy
2,624
+1
+0% +$84 0.01% 554
2025
Q3 		$218K Sell
2,623
-48
-2% -$3.84K 0.01% 559
2025
Q2 		$212K Sell
2,671
-22
-0.8% -$1.69K 0.01% 556
2025
Q1 		$227K Hold
2,693
– – 0.01% 510
2024
Q4 		$208K Buy
2,693
+138
+5% +$11.6K 0.01% 517
2024
Q3 		$219K Hold
2,555
– – 0.01% 508
2024
Q2 		$200K Buy
2,555
+99
+4% +$8.04K 0.01% 494
2024
Q1 		$212K Buy
+2,456
New +$197K 0.01% 465
2023
Q1 		– Sell
-2,730
Closed -$229K – 453
2022
Q4 		$229K Buy
+2,730
New +$234K 0.02% 413

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

Leavell Investment Management's PFG Position: Q2 2026 in Review

Leavell Investment Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 3,024 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #515.

Leavell Investment Management first reported a position in PFG in Q4 2022 and has held it in 11 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Leavell Investment Management held 3,024 shares of Principal Financial Group worth $326K as of Q2 2026.
  • Leavell Investment Management left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #515 holding.
  • Leavell Investment Management first reported a position in Principal Financial Group in Q4 2022 and has held it in 11 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.