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Optima Capital’s Principal Financial Group PFG Stock Holding History

Optima Capital’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 		$453K Buy
4,201
+28
+0.7% +$2.84K 0.18% 99
2026
Q1 		$376K Buy
4,173
+205
+5% +$18.7K 0.17% 107
2025
Q4 		$350K Buy
3,968
+30
+0.8% +$2.53K 0.15% 112
2025
Q3 		$326K Sell
3,938
-214
-5% -$17.1K 0.16% 114
2025
Q2 		$330K Buy
+4,152
New +$319K 0.18% 121

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

Optima Capital's PFG Position: Q2 2026 in Review

Optima Capital increased its Principal Financial Group (PFG) stake by 0.67% in Q2 2026, buying an estimated $2.84K and bringing the position to 4,201 shares worth $453K. The position accounts for 0.18% of the portfolio, ranked #99.

Optima Capital first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Optima Capital held 4,201 shares of Principal Financial Group worth $453K as of Q2 2026.
  • Optima Capital bought 28 Principal Financial Group shares in Q2 2026, an estimated $2.84K.
  • Principal Financial Group made up 0.18% of Optima Capital's portfolio in Q2 2026, its #99 holding.
  • Optima Capital first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.