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Procyon Advisors’s Principal Financial Group PFG Stock Holding History

Procyon 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 		$1.48M Sell
13,688
-468
-3% -$47.5K 0.06% 229
2026
Q1 		$1.28M Buy
14,156
+422
+3% +$38.6K 0.06% 244
2025
Q4 		$1.21M Sell
13,734
-437
-3% -$36.9K 0.06% 246
2025
Q3 		$1.17M Buy
14,171
+629
+5% +$50.3K 0.07% 217
2025
Q2 		$1.08M Buy
13,542
+8,170
+152% +$627K 0.1% 183
2025
Q1 		$399K Buy
+5,372
New +$447K 0.02% 421
2020
Q2 		– Sell
-30
Closed -$1K – 1162
2020
Q1 		$1K Sell
30
-6
-17% -$284 ﹤0.01% 948
2019
Q4 		$2K Buy
+36
New +$1.97K ﹤0.01% 904

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

Procyon Advisors's PFG Position: Q2 2026 in Review

Procyon Advisors reduced its Principal Financial Group (PFG) stake by 3.3% in Q2 2026, selling an estimated $47.5K and leaving 13,688 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #229.

Procyon Advisors first reported a position in PFG in Q4 2019 and has held it in 8 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Procyon Advisors held 13,688 shares of Principal Financial Group worth $1.48M as of Q2 2026.
  • Procyon Advisors sold 468 Principal Financial Group shares in Q2 2026, an estimated $47.5K.
  • Principal Financial Group made up 0.06% of Procyon Advisors's portfolio in Q2 2026, its #229 holding.
  • Procyon Advisors first reported a position in Principal Financial Group in Q4 2019 and has held it in 8 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.