Romano Brothers & Co’s Principal Financial Group PFG Stock Holding History

Romano Brothers & Co’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	$667K	Hold	6,185	–	–	0.07%	210
2026 Q1	$557K	Hold	6,185	–	–	0.06%	216
2025 Q4	$546K	Hold	6,185	–	–	0.06%	218
2025 Q3	$513K	Hold	6,185	–	–	0.06%	221
2025 Q2	$491K	Sell	6,185 -300	-5%	-$23K	0.06%	217
2025 Q1	$547K	Hold	6,485	–	–	0.07%	207
2024 Q4	$502K	Hold	6,485	–	–	0.06%	211
2024 Q3	$557K	Hold	6,485	–	–	0.07%	205
2024 Q2	$509K	Hold	6,485	–	–	0.07%	209
2024 Q1	$560K	Buy	6,485 +1,457	+29%	+$117K	0.08%	197
2023 Q4	$396K	Sell	5,028 -250	-5%	-$18.1K	0.06%	220
2023 Q3	$380K	Hold	5,278	–	–	0.06%	226
2023 Q2	$400K	Sell	5,278 -175	-3%	-$12.6K	0.06%	231
2023 Q1	$405K	Sell	5,453 -175	-3%	-$14.8K	0.06%	230
2022 Q4	$472K	Hold	5,628	–	–	0.07%	210
2022 Q3	$406K	Buy	+5,628	New	+$404K	0.07%	216

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Romano Brothers & Co's PFG Position: Q2 2026 in Review

Romano Brothers & Co held its Principal Financial Group (PFG) position steady in Q2 2026 at 6,185 shares worth $667K. The position accounts for 0.07% of the portfolio, ranked #210.

Romano Brothers & Co first reported a position in PFG in Q3 2022 and has held it in 16 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Romano Brothers & Co held 6,185 shares of Principal Financial Group worth $667K as of Q2 2026.
Romano Brothers & Co left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.07% of Romano Brothers & Co's portfolio in Q2 2026, its #210 holding.
Romano Brothers & Co first reported a position in Principal Financial Group in Q3 2022 and has held it in 16 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.