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Richardson Financial Services’s Principal Financial Group PFG Stock Holding History

Richardson Financial Services’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 		$116K Hold
1,080
– – 0.07% 217
2026
Q1 		$97.3K Sell
1,080
-30
-3% -$2.74K 0.06% 229
2025
Q4 		$97.9K Hold
1,110
– – 0.03% 230
2025
Q3 		$92K Sell
1,110
-40
-3% -$3.2K 0.06% 217
2025
Q2 		$93K Buy
1,150
+10
+0.9% +$768 0.06% 206
2025
Q1 		$96.2K Buy
1,140
+20
+2% +$1.66K 0.07% 188
2024
Q4 		$86.5K Sell
1,120
-310
-22% -$26.1K 0.06% 203
2024
Q3 		$112K Hold
1,430
– – 0.07% 194
2024
Q2 		$112K Sell
1,430
-150
-9% -$12.2K 0.08% 182
2024
Q1 		$136K Buy
1,580
+180
+13% +$14.4K 0.1% 174
2023
Q4 		$110K Buy
+1,400
New +$101K 0.1% 167

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Richardson Financial Services's PFG Position: Q2 2026 in Review

Richardson Financial Services held its Principal Financial Group (PFG) position steady in Q2 2026 at 1,080 shares worth $116K. The position accounts for 0.07% of the portfolio, ranked #217.

Richardson Financial Services first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $136K in Q1 2024. 703 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Richardson Financial Services held 1,080 shares of Principal Financial Group worth $116K as of Q2 2026.
  • Richardson Financial Services left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.07% of Richardson Financial Services's portfolio in Q2 2026, its #217 holding.
  • Richardson Financial Services first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Principal Financial Group position peaked at $136K in Q1 2024.
  • 703 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.