Legacy Financial Group (Iowa)
PFG icon

Legacy Financial Group (Iowa)’s Principal Financial Group PFG Stock Holding History

Legacy Financial Group (Iowa)’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 		$1.27M Sell
11,754
-14
-0.1% -$1.42K 0.14% 62
2026
Q1 		$1.06M Buy
11,768
+421
+4% +$38.5K 0.13% 60
2025
Q4 		$1.09M Buy
11,347
+386
+4% +$32.6K 0.14% 59
2025
Q3 		$909K Buy
10,961
+248
+2% +$19.8K 0.12% 60
2025
Q2 		$851K Buy
10,713
+241
+2% +$18.5K 0.12% 58
2025
Q1 		$884K Buy
10,472
+507
+5% +$42.2K 0.14% 51
2024
Q4 		$771K Buy
+9,965
New +$840K 0.12% 58
2024
Q3 		– Sell
-8,741
Closed -$686K – 89
2024
Q2 		$686K Buy
8,741
+422
+5% +$34.3K 0.13% 61
2024
Q1 		$718K Buy
+8,319
New +$668K 0.15% 56
2023
Q4 		– Sell
-7,754
Closed -$559K – 378
2023
Q3 		$559K Buy
+7,754
New +$602K 0.13% 59
2021
Q2 		– Sell
-14,391
Closed -$863K – 66
2021
Q1 		$863K Sell
14,391
-2,463
-15% -$137K 0.3% 38
2020
Q4 		$836K Buy
+16,854
New +$772K 0.32% 38

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 Financial Group (Iowa)'s PFG Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Principal Financial Group (PFG) stake by 0.12% in Q2 2026, selling an estimated $1.42K and leaving 11,754 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #62.

Legacy Financial Group (Iowa) first reported a position in PFG in Q4 2020 and has held it in 12 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Legacy Financial Group (Iowa) held 11,754 shares of Principal Financial Group worth $1.27M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 14 Principal Financial Group shares in Q2 2026, an estimated $1.42K.
  • Principal Financial Group made up 0.14% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #62 holding.
  • Legacy Financial Group (Iowa) first reported a position in Principal Financial Group in Q4 2020 and has held it in 12 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.