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North Star Investment Management’s Principal Financial Group PFG Stock Holding History

North Star Investment Management’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 		$51.5K Buy
478
+201
+73% +$20.4K ﹤0.01% 738
2026
Q1 		$25K Hold
277
– – ﹤0.01% 867
2025
Q4 		$24.4K Hold
277
– – ﹤0.01% 814
2025
Q3 		$23K Hold
277
– – ﹤0.01% 800
2025
Q2 		$22K Hold
277
– – ﹤0.01% 779
2025
Q1 		$23.4K Hold
277
– – ﹤0.01% 737
2024
Q4 		$21.4K Hold
277
– – ﹤0.01% 747
2024
Q3 		$23.8K Hold
277
– – ﹤0.01% 707
2024
Q2 		$21.7K Hold
277
– – ﹤0.01% 703
2024
Q1 		$23.9K Hold
277
– – ﹤0.01% 712
2023
Q4 		$21.8K Buy
277
+265
+2,208% +$19.2K ﹤0.01% 703
2023
Q3 		$865 Hold
12
– – ﹤0.01% 1148
2023
Q2 		$910 Hold
12
– – ﹤0.01% 1163
2023
Q1 		$892 Hold
12
– – ﹤0.01% 1180
2022
Q4 		$1.01K Buy
+12
New +$1.03K ﹤0.01% 1161

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 $3.38T AUM 44.17% 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

North Star Investment Management's PFG Position: Q2 2026 in Review

North Star Investment Management increased its Principal Financial Group (PFG) stake by 73% in Q2 2026, buying an estimated $20.4K and bringing the position to 478 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

North Star Investment Management first reported a position in PFG in Q4 2022 and has held it in 15 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • North Star Investment Management held 478 shares of Principal Financial Group worth $51.5K as of Q2 2026.
  • North Star Investment Management bought 201 Principal Financial Group shares in Q2 2026, an estimated $20.4K.
  • Principal Financial Group made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #738 holding.
  • North Star Investment Management first reported a position in Principal Financial Group in Q4 2022 and has held it in 15 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.