McDonald Partners’s Principal Financial Group PFG Stock Holding History

McDonald Partners’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	$10.8K	Buy	+100	New	+$10.2K	﹤0.01%	472
2022 Q3	–	Sell	-11,118	Closed	-$743K	–	267
2022 Q2	$743K	Hold	11,118	–	–	0.19%	145
2022 Q1	$816K	Buy	+11,118	New	+$805K	0.18%	151
2021 Q4	–	Sell	-11,126	Closed	-$717K	–	676
2021 Q3	$717K	Hold	11,126	–	–	0.17%	154
2021 Q2	$703K	Hold	11,126	–	–	0.17%	152
2021 Q1	$667K	Hold	11,126	–	–	0.17%	148
2020 Q4	$552K	Buy	+11,126	New	+$510K	0.16%	156

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

McDonald Partners's PFG Position: Q2 2026 in Review

McDonald Partners opened a new position in Principal Financial Group (PFG) in Q2 2026: 100 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: McDonald Partners previously reported a position in PFG as recently as Q2 2022.

McDonald Partners first reported a position in PFG in Q4 2020 and has held it in 7 quarters since. The position peaked at $816K in Q1 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

McDonald Partners held 100 shares of Principal Financial Group worth $10.8K as of Q2 2026.
Principal Financial Group was a new McDonald Partners position in Q2 2026.
Principal Financial Group made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #472 holding.
McDonald Partners first reported a position in Principal Financial Group in Q4 2020 and has held it in 7 quarters since.
McDonald Partners's Principal Financial Group position peaked at $816K in Q1 2022.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.