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Simon Quick Advisors’s Principal Financial Group PFG Stock Holding History

Simon Quick Advisors’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 		$2.83M Sell
26,235
-20
-0.1% -$2.03K 0.11% 125
2026
Q1 		$2.37M Buy
26,255
+1,796
+7% +$164K 0.11% 124
2025
Q4 		$2.16M Sell
24,459
-14
-0.1% -$1.18K 0.09% 127
2025
Q3 		$2.03M Sell
24,473
-1,217
-5% -$97.3K 0.09% 135
2025
Q2 		$2.04M Buy
+25,690
New +$1.97M 0.1% 120

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

Simon Quick Advisors's PFG Position: Q2 2026 in Review

Simon Quick Advisors reduced its Principal Financial Group (PFG) stake by 0.08% in Q2 2026, selling an estimated $2.03K and leaving 26,235 shares worth $2.83M. The position accounts for 0.11% of the portfolio, ranked #125.

Simon Quick Advisors first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Simon Quick Advisors held 26,235 shares of Principal Financial Group worth $2.83M as of Q2 2026.
  • Simon Quick Advisors sold 20 Principal Financial Group shares in Q2 2026, an estimated $2.03K.
  • Principal Financial Group made up 0.11% of Simon Quick Advisors's portfolio in Q2 2026, its #125 holding.
  • Simon Quick Advisors first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.