Oak Thistle LLC’s Principal Financial Group PFG Stock Holding History

Oak Thistle 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	$1.04M	Buy	+9,636	New	+$978K	0.1%	338
2026 Q1	–	Sell	-16,570	Closed	-$1.46M	–	597
2025 Q4	$1.46M	Buy	+16,570	New	+$1.4M	0.2%	202
2025 Q1	–	Sell	-8,026	Closed	-$621K	–	533
2024 Q4	$621K	Buy	+8,026	New	+$676K	0.18%	205
2024 Q3	–	Sell	-5,792	Closed	-$454K	–	496
2024 Q2	$454K	Buy	+5,792	New	+$470K	0.34%	127
2022 Q3	–	Sell	-3,163	Closed	-$212K	–	212
2022 Q2	$212K	Buy	+3,163	New	+$222K	0.41%	148

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

Oak Thistle LLC's PFG Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Principal Financial Group (PFG) in Q2 2026: 9,636 shares worth $1.04M. The stake represents 0.1% of the portfolio and ranks #338 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in PFG as recently as Q4 2025.

Oak Thistle LLC first reported a position in PFG in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.46M in Q4 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Oak Thistle LLC held 9,636 shares of Principal Financial Group worth $1.04M as of Q2 2026.
Principal Financial Group was a new Oak Thistle LLC position in Q2 2026.
Principal Financial Group made up 0.1% of Oak Thistle LLC's portfolio in Q2 2026, its #338 holding.
Oak Thistle LLC first reported a position in Principal Financial Group in Q2 2022 and has held it in 5 quarters since.
Oak Thistle LLC's Principal Financial Group position peaked at $1.46M in Q4 2025.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.