Richard W. Paul & Associates’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Other funds holding PFG
NLI
Richard W. Paul & Associates's PFG Position: Q2 2026 in Review
Richard W. Paul & Associates increased its Principal Financial Group (PFG) stake by 36% in Q2 2026, buying an estimated $3.15K and bringing the position to 117 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #221.
Richard W. Paul & Associates first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Richard W. Paul & Associates held 117 shares of Principal Financial Group worth $12.6K as of Q2 2026.
- Richard W. Paul & Associates bought 31 Principal Financial Group shares in Q2 2026, an estimated $3.15K.
- Principal Financial Group made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #221 holding.
- Richard W. Paul & Associates first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
- 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.