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Legacy Investment Solutions’s Principal Financial Group PFG Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$5.72K Buy
+72
New +$5.53K ﹤0.01% 381
2024
Q4 		$5.93K Sell
72
-113
-61% -$9.52K ﹤0.01% 365
2024
Q3 		$16K Buy
+185
New +$14.9K 0.01% 253

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Investment Solutions's PFG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Principal Financial Group (PFG) in Q2 2025: 72 shares worth $5.72K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PFG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PFG in Q3 2024 and has held it in 3 quarters since. The position peaked at $16K in Q3 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Legacy Investment Solutions held 72 shares of Principal Financial Group worth $5.72K as of Q2 2025.
  • Principal Financial Group was a new Legacy Investment Solutions position in Q2 2025.
  • Principal Financial Group made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #381 holding.
  • Legacy Investment Solutions first reported a position in Principal Financial Group in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Principal Financial Group position peaked at $16K in Q3 2024.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.