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Pallas Capital Advisors’s Principal Financial Group PFG Stock Holding History

Pallas Capital Advisors’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 		$272K Buy
2,526
+175
+7% +$17.8K 0.01% 773
2026
Q1 		$212K Sell
2,351
-859
-27% -$78.5K 0.01% 749
2025
Q4 		$283K Buy
+3,210
New +$271K 0.01% 704
2025
Q2 		– Sell
-2,479
Closed -$209K – 913
2025
Q1 		$209K Buy
+2,479
New +$206K 0.01% 678

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

Pallas Capital Advisors's PFG Position: Q2 2026 in Review

Pallas Capital Advisors increased its Principal Financial Group (PFG) stake by 7.4% in Q2 2026, buying an estimated $17.8K and bringing the position to 2,526 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #773.

Pallas Capital Advisors first reported a position in PFG in Q1 2025 and has held it in 4 quarters since. The position peaked at $283K in Q4 2025. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Pallas Capital Advisors held 2,526 shares of Principal Financial Group worth $272K as of Q2 2026.
  • Pallas Capital Advisors bought 175 Principal Financial Group shares in Q2 2026, an estimated $17.8K.
  • Principal Financial Group made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #773 holding.
  • Pallas Capital Advisors first reported a position in Principal Financial Group in Q1 2025 and has held it in 4 quarters since.
  • Pallas Capital Advisors's Principal Financial Group position peaked at $283K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.