Mirabella Financial Services’s Principal Financial Group PFG Stock Holding History

Mirabella Financial Services’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	–	Sell	-3,286	Closed	-$296K	–	1051
2026 Q1	$296K	Buy	3,286 +562	+21%	+$51.4K	0.03%	508
2025 Q4	$240K	Buy	+2,724	New	+$230K	0.02%	543
2024 Q3	–	Sell	-15,903	Closed	-$1.25M	–	389
2024 Q2	$1.25M	Sell	15,903 -15,397	-49%	-$1.25M	0.09%	124
2024 Q1	$2.7M	Buy	+31,300	New	+$2.51M	0.2%	91
2022 Q4	–	Sell	-55,768	Closed	-$3.98M	–	487
2022 Q3	$3.98M	Sell	55,768 -45,198	-45%	-$3.25M	0.41%	35
2022 Q2	$6.77M	Buy	+100,966	New	+$7.1M	0.67%	20
2021 Q4	–	Sell	-3,560	Closed	-$229K	–	561
2021 Q3	$229K	Sell	3,560 -2,385	-40%	-$153K	0.03%	380
2021 Q2	$376K	Buy	+5,945	New	+$380K	0.07%	189

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

Mirabella Financial Services's PFG Position: Q2 2026 in Review

Mirabella Financial Services sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 3,286 shares — an estimated $296K sold.

Mirabella Financial Services first reported a position in PFG in Q2 2021 and held it in 8 quarters. The position peaked at $6.77M in Q2 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Mirabella Financial Services reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 3,286 Principal Financial Group shares in Q2 2026, an estimated $296K.
Mirabella Financial Services first reported a position in Principal Financial Group in Q2 2021 and held it in 8 quarters.
Mirabella Financial Services's Principal Financial Group position peaked at $6.77M in Q2 2022.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.