Raleigh Capital Management’s Principal Financial Group PFG Stock Holding History

Raleigh Capital Management’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	$1.17M	Buy	10,833 +3,030	+39%	+$308K	0.37%	75
2026 Q1	$703K	Buy	+7,803	New	+$713K	0.24%	108
2025 Q1	–	Sell	-152	Closed	-$11.8K	–	906
2024 Q4	$11.8K	Buy	152 +22	+17%	+$1.85K	﹤0.01%	580
2024 Q3	$11.2K	Sell	130 -44	-25%	-$3.55K	﹤0.01%	569
2024 Q2	$13.7K	Buy	174 +39	+29%	+$3.17K	0.01%	511
2024 Q1	$11.7K	Buy	135 +60	+80%	+$4.82K	0.01%	531
2023 Q4	$5.9K	Buy	+75	New	+$5.43K	﹤0.01%	708

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Raleigh Capital Management's PFG Position: Q2 2026 in Review

Raleigh Capital Management increased its Principal Financial Group (PFG) stake by 39% in Q2 2026, buying an estimated $308K and bringing the position to 10,833 shares worth $1.17M. The position accounts for 0.37% of the portfolio, ranked #75.

Raleigh Capital Management first reported a position in PFG in Q4 2023 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Raleigh Capital Management held 10,833 shares of Principal Financial Group worth $1.17M as of Q2 2026.
Raleigh Capital Management bought 3,030 Principal Financial Group shares in Q2 2026, an estimated $308K.
Principal Financial Group made up 0.37% of Raleigh Capital Management's portfolio in Q2 2026, its #75 holding.
Raleigh Capital Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.