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NVWM LLC’s Principal Financial Group PFG Stock Holding History

NVWM LLC’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 		$2.16K Hold
20
– – ﹤0.01% 494
2026
Q1 		$1.8K Hold
20
– – ﹤0.01% 490
2025
Q4 		$1.76K Buy
20
+5
+33% +$422 ﹤0.01% 492
2025
Q3 		$1.24K Hold
15
– – ﹤0.01% 507
2025
Q2 		$1.19K Buy
+15
New +$1.15K ﹤0.01% 500
2024
Q3 		– Sell
-5
Closed -$392 – 675
2024
Q2 		$392 Hold
5
– – ﹤0.01% 552
2024
Q1 		$432 Buy
+5
New +$401 ﹤0.01% 524

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

NVWM LLC's PFG Position: Q2 2026 in Review

NVWM LLC held its Principal Financial Group (PFG) position steady in Q2 2026 at 20 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

NVWM LLC first reported a position in PFG in Q1 2024 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • NVWM LLC held 20 shares of Principal Financial Group worth $2.16K as of Q2 2026.
  • NVWM LLC left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of NVWM LLC's portfolio in Q2 2026, its #494 holding.
  • NVWM LLC first reported a position in Principal Financial Group in Q1 2024 and has held it in 7 quarters since.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.