SEP
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Signature Equity Partners’s Principal Financial Group PFG Stock Holding History

Signature Equity 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 		$37.7K Hold
350
– – 0.02% 492
2026
Q1 		$31.5K Buy
350
+344
+5,733% +$31.4K 0.02% 533
2025
Q4 		$529 Buy
+6
New +$506 ﹤0.01% 1516

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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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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

Signature Equity Partners's PFG Position: Q2 2026 in Review

Signature Equity Partners held its Principal Financial Group (PFG) position steady in Q2 2026 at 350 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #492.

Signature Equity Partners first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Signature Equity Partners held 350 shares of Principal Financial Group worth $37.7K as of Q2 2026.
  • Signature Equity Partners left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.02% of Signature Equity Partners's portfolio in Q2 2026, its #492 holding.
  • Signature Equity Partners first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.