LI
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LRI Investments’s Principal Financial Group PFG Stock Holding History

LRI Investments’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 		$20.6K Buy
191
+79
+71% +$8.02K ﹤0.01% 754
2026
Q1 		$10.1K Buy
112
+86
+331% +$7.86K ﹤0.01% 883
2025
Q4 		$2.29K Hold
26
– – ﹤0.01% 1187
2025
Q3 		$2.16K Hold
26
– – ﹤0.01% 1190
2025
Q2 		$2.06K Hold
26
– – ﹤0.01% 1166
2025
Q1 		$2.19K Hold
26
– – ﹤0.01% 1097
2024
Q4 		$2.01K Hold
26
– – ﹤0.01% 1075
2024
Q3 		$2.25K Hold
26
– – ﹤0.01% 1065
2024
Q2 		$2.04K Hold
26
– – ﹤0.01% 1054
2024
Q1 		$2.24K Buy
+26
New +$2.09K ﹤0.01% 732

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LRI Investments's PFG Position: Q2 2026 in Review

LRI Investments increased its Principal Financial Group (PFG) stake by 71% in Q2 2026, buying an estimated $8.02K and bringing the position to 191 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

LRI Investments first reported a position in PFG in Q1 2024 and has held it in 10 quarters since. 395 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • LRI Investments held 191 shares of Principal Financial Group worth $20.6K as of Q2 2026.
  • LRI Investments bought 79 Principal Financial Group shares in Q2 2026, an estimated $8.02K.
  • Principal Financial Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #754 holding.
  • LRI Investments first reported a position in Principal Financial Group in Q1 2024 and has held it in 10 quarters since.
  • 395 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.