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Prosperity Consulting Group’s Principal Financial Group PFG Stock Holding History

Prosperity Consulting Group’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 		$877K Buy
8,133
+1,212
+18% +$123K 0.03% 290
2026
Q1 		$624K Buy
6,921
+111
+2% +$10.1K 0.03% 322
2025
Q4 		$601K Buy
6,810
+216
+3% +$18.2K 0.03% 331
2025
Q3 		$547K Buy
6,594
+11
+0.2% +$879 0.03% 331
2025
Q2 		$523K Sell
6,583
-329
-5% -$25.3K 0.04% 301
2025
Q1 		$583K Sell
6,912
-399
-5% -$33.2K 0.05% 283
2024
Q4 		$566K Sell
7,311
-234
-3% -$19.7K 0.04% 297
2024
Q3 		$648K Buy
+7,545
New +$609K 0.05% 276

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

Prosperity Consulting Group's PFG Position: Q2 2026 in Review

Prosperity Consulting Group increased its Principal Financial Group (PFG) stake by 18% in Q2 2026, buying an estimated $123K and bringing the position to 8,133 shares worth $877K. The position accounts for 0.03% of the portfolio, ranked #290.

Prosperity Consulting Group first reported a position in PFG in Q3 2024 and has held it in 8 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Prosperity Consulting Group held 8,133 shares of Principal Financial Group worth $877K as of Q2 2026.
  • Prosperity Consulting Group bought 1,212 Principal Financial Group shares in Q2 2026, an estimated $123K.
  • Principal Financial Group made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #290 holding.
  • Prosperity Consulting Group first reported a position in Principal Financial Group in Q3 2024 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 Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.