Stephens Consulting’s Principal Financial Group PFG Stock Holding History

Stephens Consulting’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
2025 Q4	$64K	Hold	725	–	–	0.02%	121
2025 Q3	$60.1K	Sell	725 -1	-0.1%	-$80	0.02%	124
2025 Q2	$57.7K	Buy	726 +1	+0.1%	+$77	0.01%	181
2025 Q1	$61.2K	Hold	725	–	–	0.02%	173
2024 Q4	$56.1K	Hold	725	–	–	0.01%	179
2024 Q3	$62.3K	Hold	725	–	–	0.02%	173
2024 Q2	$56.9K	Hold	725	–	–	0.02%	171
2024 Q1	$62.6K	Hold	725	–	–	0.02%	156
2023 Q4	$57K	Hold	725	–	–	0.02%	165
2023 Q3	$52.3K	Hold	725	–	–	0.02%	160
2023 Q2	$55K	Hold	725	–	–	0.02%	153
2023 Q1	$53.9K	Hold	725	–	–	0.03%	164
2022 Q4	$60.8K	Hold	725	–	–	0.04%	155
2022 Q3	$52.3K	Hold	725	–	–	0.05%	170
2022 Q2	$48.4K	Hold	725	–	–	0.04%	171
2022 Q1	$53.2K	Hold	725	–	–	0.04%	180
2021 Q4	$52.4K	Buy	+725	New	+$50.6K	0.04%	196

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stephens Consulting's PFG Position: Q4 2025 in Review

Stephens Consulting held its Principal Financial Group (PFG) position steady in Q4 2025 at 725 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #121.

Stephens Consulting first reported a position in PFG in Q4 2021 and has held it in 17 quarters since. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

Stephens Consulting held 725 shares of Principal Financial Group worth $64K as of Q4 2025.
Stephens Consulting left its Principal Financial Group share count unchanged in Q4 2025.
Principal Financial Group made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #121 holding.
Stephens Consulting first reported a position in Principal Financial Group in Q4 2021 and has held it in 17 quarters since.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.