MFG
PFG icon

Merit Financial Group’s Principal Financial Group PFG Stock Holding History

Merit Financial Group’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 		$1.85M Buy
17,122
+2,201
+15% +$223K 0.01% 784
2026
Q1 		$1.34M Buy
14,921
+1,784
+14% +$163K 0.01% 852
2025
Q4 		$1.16M Buy
13,137
+4,941
+60% +$417K 0.01% 876
2025
Q3 		$680K Buy
8,196
+838
+11% +$67K 0.01% 1023
2025
Q2 		$584K Sell
7,358
-1,869
-20% -$143K 0.01% 1030
2025
Q1 		$778K Buy
9,227
+2,137
+30% +$178K 0.01% 758
2024
Q4 		$549K Buy
7,090
+1,177
+20% +$99.2K 0.01% 701
2024
Q3 		$508K Sell
5,913
-726
-11% -$58.6K 0.01% 552
2024
Q2 		$521K Sell
6,639
-279
-4% -$22.7K 0.01% 568
2024
Q1 		$562K Buy
6,918
+570
+9% +$45.7K 0.01% 544
2023
Q4 		$499K Sell
6,348
-599
-9% -$43.4K 0.02% 498
2023
Q3 		$501K Buy
6,947
+153
+2% +$11.9K 0.02% 458
2023
Q2 		$515K Buy
6,794
+638
+10% +$46K 0.02% 466
2023
Q1 		$458K Buy
6,156
+375
+6% +$31.8K 0.02% 423
2022
Q4 		$485K Buy
+5,781
New +$496K 0.02% 427

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

Merit Financial Group's PFG Position: Q2 2026 in Review

Merit Financial Group increased its Principal Financial Group (PFG) stake by 15% in Q2 2026, buying an estimated $223K and bringing the position to 17,122 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #784.

Merit Financial Group first reported a position in PFG in Q4 2022 and has held it in 15 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Merit Financial Group held 17,122 shares of Principal Financial Group worth $1.85M as of Q2 2026.
  • Merit Financial Group bought 2,201 Principal Financial Group shares in Q2 2026, an estimated $223K.
  • Principal Financial Group made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #784 holding.
  • Merit Financial Group first reported a position in Principal Financial Group in Q4 2022 and has held it in 15 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.