Park Edge Advisors’s Principal Financial Group PFG Stock Holding History

Park Edge 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	$1.1M	Hold	10,236	–	–	0.23%	78
2026 Q1	$922K	Hold	10,236	–	–	0.21%	72
2025 Q4	$903K	Hold	10,236	–	–	0.2%	82
2025 Q3	$849K	Hold	10,236	–	–	0.2%	82
2025 Q2	$813K	Hold	10,236	–	–	0.21%	79
2025 Q1	$864K	Hold	10,236	–	–	0.24%	72
2024 Q4	$792K	Sell	10,236 -655	-6%	-$55.2K	0.23%	72
2024 Q3	$936K	Hold	10,891	–	–	0.27%	73
2024 Q2	$854K	Hold	10,891	–	–	0.26%	63
2024 Q1	$940K	Hold	10,891	–	–	0.26%	56
2023 Q4	$857K	Hold	10,891	–	–	0.3%	47
2023 Q3	$785K	Hold	10,891	–	–	0.28%	45
2023 Q2	$826K	Hold	10,891	–	–	0.28%	37
2023 Q1	$809K	Hold	10,891	–	–	0.31%	33
2022 Q4	$914K	Buy	+10,891	New	+$934K	0.4%	28

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

Park Edge Advisors's PFG Position: Q2 2026 in Review

Park Edge Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 10,236 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #78.

Park Edge Advisors first reported a position in PFG in Q4 2022 and has held it in 15 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Park Edge Advisors held 10,236 shares of Principal Financial Group worth $1.1M as of Q2 2026.
Park Edge Advisors left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.23% of Park Edge Advisors's portfolio in Q2 2026, its #78 holding.
Park Edge Advisors first reported a position in Principal Financial Group in Q4 2022 and has held it in 15 quarters since.
952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.