NRG
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Nemes Rush Group’s Principal Financial Group PFG Stock Holding History

Nemes Rush 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 		$155K Hold
1,440
– – 0.01% 244
2026
Q1 		$130K Hold
1,440
– – 0.01% 254
2025
Q4 		$127K Buy
1,440
+12
+0.8% +$1.01K 0.01% 250
2025
Q3 		$118K Hold
1,428
– – 0.01% 242
2025
Q2 		$113K Sell
1,428
-192
-12% -$14.7K 0.01% 247
2025
Q1 		$137K Hold
1,620
– – 0.02% 231
2024
Q4 		$125K Buy
1,620
+116
+8% +$9.78K 0.02% 233
2024
Q3 		$130K Hold
1,504
– – 0.02% 191
2024
Q2 		$118K Hold
1,504
– – 0.02% 207
2024
Q1 		$130K Sell
1,504
-2
-0.1% -$161 0.02% 193
2023
Q4 		$118K Sell
1,506
-771
-34% -$55.8K 0.02% 203
2023
Q3 		$164K Sell
2,277
-3,396
-60% -$264K 0.03% 172
2023
Q2 		$430K Buy
+5,673
New +$409K 0.08% 123

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

Nemes Rush Group's PFG Position: Q2 2026 in Review

Nemes Rush Group held its Principal Financial Group (PFG) position steady in Q2 2026 at 1,440 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #244.

Nemes Rush Group first reported a position in PFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $430K in Q2 2023. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Nemes Rush Group held 1,440 shares of Principal Financial Group worth $155K as of Q2 2026.
  • Nemes Rush Group left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of Nemes Rush Group's portfolio in Q2 2026, its #244 holding.
  • Nemes Rush Group first reported a position in Principal Financial Group in Q2 2023 and has held it in 13 quarters since.
  • Nemes Rush Group's Principal Financial Group position peaked at $430K in Q2 2023.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.