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&Partners’s Principal Financial Group PFG Stock Holding History

&Partners’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
Q1 		$1.75M Buy
19,111
+10,700
+127% +$978K 0.01% 973
2025
Q4 		$744K Buy
8,411
+450
+6% +$38K ﹤0.01% 1402
2025
Q3 		$660K Buy
7,961
+509
+7% +$40.7K ﹤0.01% 1297
2025
Q2 		$592K Buy
7,452
+930
+14% +$71.4K ﹤0.01% 1265
2025
Q1 		$542K Sell
6,522
-216
-3% -$18K 0.01% 1102
2024
Q4 		$523K Buy
6,738
+2,567
+62% +$216K 0.01% 1057
2024
Q3 		$359K Buy
+4,171
New +$337K 0.01% 1014

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

&Partners's PFG Position: Q1 2026 in Review

&Partners increased its Principal Financial Group (PFG) stake by 127% in Q1 2026, buying an estimated $978K and bringing the position to 19,111 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #973.

&Partners first reported a position in PFG in Q3 2024 and has held it in 7 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • &Partners held 19,111 shares of Principal Financial Group worth $1.75M as of Q1 2026.
  • &Partners bought 10,700 Principal Financial Group shares in Q1 2026, an estimated $978K.
  • Principal Financial Group made up 0.01% of &Partners's portfolio in Q1 2026, its #973 holding.
  • &Partners first reported a position in Principal Financial Group in Q3 2024 and has held it in 7 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.