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Legacy Bridge’s Principal Financial Group PFG Stock Holding History

Legacy Bridge’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 		$61.4K Hold
570
– – 0.02% 198
2026
Q1 		$51.4K Hold
570
– – 0.02% 196
2025
Q4 		$50.3K Hold
570
– – 0.02% 193
2025
Q3 		$47.3K Hold
570
– – 0.02% 199
2025
Q2 		$45.3K Hold
570
– – 0.02% 189
2025
Q1 		$48.1K Hold
570
– – 0.03% 181
2024
Q4 		$44.1K Hold
570
– – 0.02% 196
2024
Q3 		$49K Sell
570
-950
-63% -$76.7K 0.03% 195
2024
Q2 		$119K Sell
1,520
-1,625
-52% -$132K 0.07% 152
2024
Q1 		$271K Hold
3,145
– – 0.16% 123
2023
Q4 		$247K Sell
3,145
-750
-19% -$54.3K 0.16% 126
2023
Q3 		$281K Hold
3,895
– – 0.2% 120
2023
Q2 		$295K Hold
3,895
– – 0.2% 121
2023
Q1 		$289K Sell
3,895
-4
-0.1% -$339 0.2% 123
2022
Q4 		$327K Buy
3,899
+4
+0.1% +$343 0.23% 117
2022
Q3 		$281K Hold
3,895
– – 0.22% 118
2022
Q2 		$260K Hold
3,895
– – 0.19% 127
2022
Q1 		$286K Sell
3,895
-675
-15% -$48.9K 0.17% 137
2021
Q4 		$331K Hold
4,570
– – 0.17% 135
2021
Q3 		$294K Hold
4,570
– – 0.17% 135
2021
Q2 		$289K Hold
4,570
– – 0.16% 136
2021
Q1 		$274K Hold
4,570
– – 0.18% 129
2020
Q4 		$227K Hold
4,570
– – 0.16% 131
2020
Q3 		$184K Hold
4,570
– – 0.17% 127
2020
Q2 		$190K Hold
4,570
– – 0.21% 120
2020
Q1 		$143K Sell
4,570
-3,430
-43% -$162K 0.18% 128
2019
Q4 		$440K Hold
8,000
– – 0.37% 97
2019
Q3 		$457K Hold
8,000
– – 0.44% 84
2019
Q2 		$463K Hold
8,000
– – 0.45% 79
2019
Q1 		$402K Hold
8,000
– – 0.41% 89
2018
Q4 		$353K Buy
+8,000
New +$394K 0.44% 78

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

Legacy Bridge's PFG Position: Q2 2026 in Review

Legacy Bridge held its Principal Financial Group (PFG) position steady in Q2 2026 at 570 shares worth $61.4K. The position accounts for 0.02% of the portfolio, ranked #198.

Legacy Bridge first reported a position in PFG in Q4 2018 and has held it in 31 quarters since. The position peaked at $463K in Q2 2019. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Legacy Bridge held 570 shares of Principal Financial Group worth $61.4K as of Q2 2026.
  • Legacy Bridge left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.02% of Legacy Bridge's portfolio in Q2 2026, its #198 holding.
  • Legacy Bridge first reported a position in Principal Financial Group in Q4 2018 and has held it in 31 quarters since.
  • Legacy Bridge's Principal Financial Group position peaked at $463K in Q2 2019.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.