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NBC Securities’s Principal Financial Group PFG Stock Holding History

NBC Securities’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 		$44.8K Buy
416
+11
+3% +$1.12K ﹤0.01% 1324
2026
Q1 		$36.5K Buy
405
+215
+113% +$19.7K ﹤0.01% 1448
2025
Q4 		$16.8K Hold
190
– – ﹤0.01% 1842
2025
Q3 		$15.8K Hold
190
– – ﹤0.01% 1856
2025
Q2 		$15K Hold
190
– – ﹤0.01% 1830
2025
Q1 		$16K Buy
+190
New +$15.8K ﹤0.01% 1584
2024
Q4 		– Sell
-190
Closed -$16K – 1844
2024
Q3 		$16K Hold
190
– – ﹤0.01% 1586
2024
Q2 		$14K Hold
190
– – ﹤0.01% 1572
2024
Q1 		$16K Hold
190
– – ﹤0.01% 1535
2023
Q4 		$14K Hold
190
– – ﹤0.01% 1598
2023
Q3 		$13K Buy
+190
New +$14.7K ﹤0.01% 1627

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

NBC Securities's PFG Position: Q2 2026 in Review

NBC Securities increased its Principal Financial Group (PFG) stake by 2.7% in Q2 2026, buying an estimated $1.12K and bringing the position to 416 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

NBC Securities first reported a position in PFG in Q3 2023 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • NBC Securities held 416 shares of Principal Financial Group worth $44.8K as of Q2 2026.
  • NBC Securities bought 11 Principal Financial Group shares in Q2 2026, an estimated $1.12K.
  • Principal Financial Group made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1324 holding.
  • NBC Securities first reported a position in Principal Financial Group in Q3 2023 and has held it in 11 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.