Raymond James Financial
PFG icon

Raymond James Financial’s Principal Financial Group PFG Stock Holding History

Raymond James Financial’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 		$73.7M Buy
683,606
+81,409
+14% +$8.27M 0.02% 714
2026
Q1 		$54.3M Buy
602,197
+280,632
+87% +$25.7M 0.02% 811
2025
Q4 		$28.4M Buy
321,565
+128,703
+67% +$10.9M 0.01% 1202
2025
Q3 		$16M Sell
192,862
-35,175
-15% -$2.81M 0.01% 1567
2025
Q2 		$18.1M Buy
228,037
+28,159
+14% +$2.16M 0.01% 1447
2025
Q1 		$16.9M Sell
199,878
-4,507
-2% -$375K 0.01% 1443
2024
Q4 		$15.8M Buy
+204,385
New +$17.2M 0.01% 1494

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 $3.38T AUM 44.17% 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

Raymond James Financial's PFG Position: Q2 2026 in Review

Raymond James Financial increased its Principal Financial Group (PFG) stake by 14% in Q2 2026, buying an estimated $8.27M and bringing the position to 683,606 shares worth $73.7M. The position accounts for 0.02% of the portfolio, ranked #714.

Raymond James Financial first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Raymond James Financial held 683,606 shares of Principal Financial Group worth $73.7M as of Q2 2026.
  • Raymond James Financial bought 81,409 Principal Financial Group shares in Q2 2026, an estimated $8.27M.
  • Principal Financial Group made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #714 holding.
  • Raymond James Financial first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.