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Rothschild Investment LLC’s Principal Financial Group PFG Stock Holding History

Rothschild Investment LLC’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 		$496K Buy
4,603
+61
+1% +$6.19K 0.02% 603
2026
Q1 		$409K Buy
4,542
+105
+2% +$9.6K 0.02% 456
2025
Q4 		$391K Buy
4,437
+1,055
+31% +$89K 0.02% 429
2025
Q3 		$280K Buy
3,382
+298
+10% +$23.8K 0.02% 498
2025
Q2 		$245K Buy
3,084
+14
+0.5% +$1.07K 0.02% 459
2025
Q1 		$259K Sell
3,070
-19
-0.6% -$1.58K 0.02% 447
2024
Q4 		$239K Buy
3,089
+6
+0.2% +$506 0.02% 464
2024
Q3 		$265K Sell
3,083
-109
-3% -$8.8K 0.02% 449
2024
Q2 		$250K Sell
3,192
-132
-4% -$10.7K 0.02% 450
2024
Q1 		$287K Buy
3,324
+60
+2% +$4.82K 0.02% 410
2023
Q4 		$257K Buy
+3,264
New +$236K 0.02% 375
2023
Q1 		– Sell
-2,580
Closed -$217K – 495
2022
Q4 		$217K Buy
+2,580
New +$221K 0.02% 427

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's PFG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Principal Financial Group (PFG) stake by 1.3% in Q2 2026, buying an estimated $6.19K and bringing the position to 4,603 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #603.

Rothschild Investment LLC first reported a position in PFG in Q4 2022 and has held it in 12 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Rothschild Investment LLC held 4,603 shares of Principal Financial Group worth $496K as of Q2 2026.
  • Rothschild Investment LLC bought 61 Principal Financial Group shares in Q2 2026, an estimated $6.19K.
  • Principal Financial Group made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #603 holding.
  • Rothschild Investment LLC first reported a position in Principal Financial Group in Q4 2022 and has held it in 12 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.