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Oxford Financial Group’s Principal Financial Group PFG Stock Holding History

Oxford Financial 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 		$216K Buy
+2,008
New +$204K 0.01% 235
2023
Q3 		– Sell
-2,751
Closed -$209K – 284
2023
Q2 		$209K Buy
+2,751
New +$198K 0.02% 224

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

Oxford Financial Group's PFG Position: Q2 2026 in Review

Oxford Financial Group opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,008 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in PFG as recently as Q2 2023.

Oxford Financial Group first reported a position in PFG in Q2 2023 and has held it in 2 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Oxford Financial Group held 2,008 shares of Principal Financial Group worth $216K as of Q2 2026.
  • Principal Financial Group was a new Oxford Financial Group position in Q2 2026.
  • Principal Financial Group made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #235 holding.
  • Oxford Financial Group first reported a position in Principal Financial Group in Q2 2023 and has held it in 2 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.