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

Shepherd 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 Q2	$326K	Buy	3,026 +14	+0.5%	+$1.42K	0.03%	197
2026 Q1	$271K	Buy	3,012 +3	+0.1%	+$274	0.03%	209
2025 Q4	$265K	Buy	3,009 +3	+0.1%	+$253	0.02%	210
2025 Q3	$249K	Buy	3,006 +3	+0.1%	+$240	0.02%	218
2025 Q2	$239K	Sell	3,003 -6	-0.2%	-$461	0.03%	222
2025 Q1	$254K	Buy	3,009 +3	+0.1%	+$250	0.03%	210
2024 Q4	$233K	Buy	3,006 +3	+0.1%	+$253	0.03%	204
2024 Q3	$258K	Buy	3,003 +3	+0.1%	+$242	0.03%	191
2024 Q2	$235K	Buy	3,000 +344	+13%	+$27.9K	0.03%	195
2024 Q1	$229K	Buy	2,656 +48	+2%	+$3.85K	0.03%	200
2023 Q4	$205K	Buy	+2,608	New	+$189K	0.03%	204

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

Shepherd Financial Partners's PFG Position: Q2 2026 in Review

Shepherd Financial Partners increased its Principal Financial Group (PFG) stake by 0.46% in Q2 2026, buying an estimated $1.42K and bringing the position to 3,026 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #197.

Shepherd Financial Partners first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Shepherd Financial Partners held 3,026 shares of Principal Financial Group worth $326K as of Q2 2026.
Shepherd Financial Partners bought 14 Principal Financial Group shares in Q2 2026, an estimated $1.42K.
Principal Financial Group made up 0.03% of Shepherd Financial Partners's portfolio in Q2 2026, its #197 holding.
Shepherd Financial Partners first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.