RFP
PFG icon

Root Financial Partners’s Principal Financial Group PFG Stock Holding History

Root Financial Partners’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
Q1 		$100K Buy
1,112
+161
+17% +$14.7K ﹤0.01% 560
2025
Q4 		$83.9K Sell
951
-29
-3% -$2.45K ﹤0.01% 530
2025
Q3 		$81.3K Buy
+980
New +$78.3K 0.01% 511

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's PFG Position: Q1 2026 in Review

Root Financial Partners increased its Principal Financial Group (PFG) stake by 17% in Q1 2026, buying an estimated $14.7K and bringing the position to 1,112 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Root Financial Partners first reported a position in PFG in Q3 2025 and has held it in 3 quarters since. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Root Financial Partners held 1,112 shares of Principal Financial Group worth $100K as of Q1 2026.
  • Root Financial Partners bought 161 Principal Financial Group shares in Q1 2026, an estimated $14.7K.
  • Principal Financial Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #560 holding.
  • Root Financial Partners first reported a position in Principal Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.