Matthew Hamilton Rosenberg’s Principal Financial Group PFG Stock Holding History

Matthew Hamilton Rosenberg’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	$16.2K	Hold	150	–	–	﹤0.01%	576
2026 Q1	$13.5K	Buy	150 +75	+100%	+$6.86K	﹤0.01%	581
2025 Q4	$6.62K	Hold	75	–	–	﹤0.01%	668
2025 Q3	$6.22K	Hold	75	–	–	﹤0.01%	679
2025 Q2	$5.96K	Buy	+75	New	+$5.76K	﹤0.01%	712
2024 Q4	–	Sell	-5	Closed	-$430	–	848
2024 Q3	$430	Hold	5	–	–	﹤0.01%	803
2024 Q2	$390	Hold	5	–	–	﹤0.01%	767
2024 Q1	$430	Sell	5 -1	-17%	-$80	﹤0.01%	806
2023 Q4	$472	Hold	6	–	–	﹤0.01%	826
2023 Q3	$432	Hold	6	–	–	﹤0.01%	828
2023 Q2	$455	Buy	6 +1	+20%	+$72	﹤0.01%	847
2023 Q1	$372	Hold	5	–	–	﹤0.01%	892
2022 Q4	$420	Buy	+5	New	+$429	﹤0.01%	879

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Matthew Hamilton Rosenberg's PFG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Principal Financial Group (PFG) position steady in Q2 2026 at 150 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Matthew Hamilton Rosenberg first reported a position in PFG in Q4 2022 and has held it in 13 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Matthew Hamilton Rosenberg held 150 shares of Principal Financial Group worth $16.2K as of Q2 2026.
Matthew Hamilton Rosenberg left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #576 holding.
Matthew Hamilton Rosenberg first reported a position in Principal Financial Group in Q4 2022 and has held it in 13 quarters since.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.