RFG
PFG icon

REAP Financial Group’s Principal Financial Group PFG Stock Holding History

REAP Financial 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 		$12.7K Buy
118
+1
+0.9% +$102 ﹤0.01% 402
2026
Q1 		$10.6K Buy
117
+1
+0.9% +$91 ﹤0.01% 400
2025
Q4 		$10.2K Buy
116
+1
+0.9% +$84 ﹤0.01% 416
2025
Q3 		$9.55K Buy
115
+1
+0.9% +$80 ﹤0.01% 395
2025
Q2 		$9.06K Buy
114
+1
+0.9% +$77 ﹤0.01% 389
2025
Q1 		$9.53K Buy
113
+1
+0.9% +$83 ﹤0.01% 379
2024
Q4 		$8.67K Buy
112
+1
+0.9% +$84 ﹤0.01% 383
2024
Q3 		$9.53K Buy
111
+1
+0.9% +$81 ﹤0.01% 366
2024
Q2 		$8.63K Buy
110
+1
+0.9% +$81 ﹤0.01% 360
2024
Q1 		$9.41K Buy
109
+1
+0.9% +$80 ﹤0.01% 380
2023
Q4 		$8.51K Buy
+108
New +$7.82K ﹤0.01% 416

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

REAP Financial Group's PFG Position: Q2 2026 in Review

REAP Financial Group increased its Principal Financial Group (PFG) stake by 0.85% in Q2 2026, buying an estimated $102 and bringing the position to 118 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

REAP Financial Group first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • REAP Financial Group held 118 shares of Principal Financial Group worth $12.7K as of Q2 2026.
  • REAP Financial Group bought 1 Principal Financial Group share in Q2 2026, an estimated $102.
  • Principal Financial Group made up ﹤0.01% of REAP Financial Group's portfolio in Q2 2026, its #402 holding.
  • REAP Financial Group first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.