RJA
PFG icon

Ross\Johnson & Associates’s Principal Financial Group PFG Stock Holding History

Ross\Johnson & Associates’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 		$3.67K Hold
34
– – 0.06% 62
2026
Q1 		$3.06K Hold
34
– – 0.06% 60
2025
Q4 		$3K Sell
34
-1
-3% -$84 0.06% 62
2025
Q3 		$2.9K Hold
35
– – 0.05% 62
2025
Q2 		$2.78K Hold
35
– – 0.06% 59
2025
Q1 		$2.95K Hold
35
– – 0.05% 125
2024
Q4 		$2.71K Buy
+35
New +$2.95K 0.06% 63

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

Ross\Johnson & Associates's PFG Position: Q2 2026 in Review

Ross\Johnson & Associates held its Principal Financial Group (PFG) position steady in Q2 2026 at 34 shares worth $3.67K. The position accounts for 0.06% of the portfolio, ranked #62.

Ross\Johnson & Associates first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Ross\Johnson & Associates held 34 shares of Principal Financial Group worth $3.67K as of Q2 2026.
  • Ross\Johnson & Associates left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.06% of Ross\Johnson & Associates's portfolio in Q2 2026, its #62 holding.
  • Ross\Johnson & Associates first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.