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PDS Planning’s Principal Financial Group PFG Stock Holding History

PDS Planning’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 		$208K Buy
+1,926
New +$196K 0.01% 565

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

PDS Planning's PFG Position: Q2 2026 in Review

PDS Planning opened a new position in Principal Financial Group (PFG) in Q2 2026: 1,926 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #565 among its holdings.

952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • PDS Planning held 1,926 shares of Principal Financial Group worth $208K as of Q2 2026.
  • Principal Financial Group was a new PDS Planning position in Q2 2026.
  • Principal Financial Group made up 0.01% of PDS Planning's portfolio in Q2 2026, its #565 holding.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.