Salomon & Ludwin’s Principal Financial Group PFG Stock Holding History

Salomon & Ludwin’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	$26.3K	Hold	241	–	–	﹤0.01%	948
2026 Q1	$21.7K	Sell	241 -4	-2%	-$366	﹤0.01%	1025
2025 Q4	$22.2K	Sell	245 -18	-7%	-$1.52K	﹤0.01%	821
2025 Q3	$22.2K	Buy	263 +154	+141%	+$12.3K	﹤0.01%	751
2025 Q2	$8.78K	Hold	109	–	–	﹤0.01%	500
2025 Q1	$9.2K	Hold	109	–	–	﹤0.01%	459
2024 Q4	$8.44K	Hold	109	–	–	﹤0.01%	463
2024 Q3	$9.36K	Hold	109	–	–	﹤0.01%	462
2024 Q2	$8.55K	Sell	109 -390	-78%	-$31.7K	﹤0.01%	464
2024 Q1	$43.1K	Buy	499 +380	+319%	+$30.5K	﹤0.01%	380
2023 Q4	$8.58K	Hold	119	–	–	﹤0.01%	517
2023 Q3	$8.58K	Buy	+119	New	+$9.24K	﹤0.01%	515

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

Salomon & Ludwin's PFG Position: Q2 2026 in Review

Salomon & Ludwin held its Principal Financial Group (PFG) position steady in Q2 2026 at 241 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Salomon & Ludwin first reported a position in PFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $43.1K in Q1 2024. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Salomon & Ludwin held 241 shares of Principal Financial Group worth $26.3K as of Q2 2026.
Salomon & Ludwin left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #948 holding.
Salomon & Ludwin first reported a position in Principal Financial Group in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's Principal Financial Group position peaked at $43.1K in Q1 2024.
959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.