Pathstone Holdings
PFG icon

Pathstone Holdings’s Principal Financial Group PFG Stock Holding History

Pathstone Holdings’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 		$4.77M Buy
44,201
+3,513
+9% +$357K 0.01% 667
2026
Q1 		$3.67M Buy
40,688
+1,120
+3% +$102K 0.01% 709
2025
Q4 		$3.49M Buy
39,568
+1,065
+3% +$89.9K 0.01% 726
2025
Q3 		$3.19M Buy
38,503
+2,175
+6% +$174K 0.01% 766
2025
Q2 		$2.89M Sell
36,328
-6,429
-15% -$494K 0.01% 789
2025
Q1 		$3.61M Buy
42,757
+15,153
+55% +$1.26M 0.02% 677
2024
Q4 		$2.14M Buy
27,604
+95
+0.3% +$8.01K 0.01% 938
2024
Q3 		$2.36M Sell
27,509
-876
-3% -$70.7K 0.01% 881
2024
Q2 		$2.23M Sell
28,385
-1,530
-5% -$124K 0.01% 875
2024
Q1 		$2.58M Buy
29,915
+1,647
+6% +$132K 0.01% 792
2023
Q4 		$2.22M Buy
+28,268
New +$2.05M 0.01% 698

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

Pathstone Holdings's PFG Position: Q2 2026 in Review

Pathstone Holdings increased its Principal Financial Group (PFG) stake by 8.6% in Q2 2026, buying an estimated $357K and bringing the position to 44,201 shares worth $4.77M. The position accounts for 0.01% of the portfolio, ranked #667.

Pathstone Holdings first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Pathstone Holdings held 44,201 shares of Principal Financial Group worth $4.77M as of Q2 2026.
  • Pathstone Holdings bought 3,513 Principal Financial Group shares in Q2 2026, an estimated $357K.
  • Principal Financial Group made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #667 holding.
  • Pathstone Holdings first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.