Stephens Inc’s Principal Financial Group PFG Stock Holding History

Stephens Inc’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	$218K	Buy	+2,026	New	+$206K	﹤0.01%	1201
2016 Q1	–	Sell	-25,840	Closed	-$1.16M	–	790
2015 Q4	$1.16M	Sell	25,840 -62	-0.2%	-$3.03K	0.06%	312
2015 Q3	$1.23M	Buy	25,902 +194	+0.8%	+$10.1K	0.06%	303
2015 Q2	$1.32M	Sell	25,708 -107	-0.4%	-$5.55K	0.06%	313
2015 Q1	$1.33M	Buy	+25,815	New	+$1.3M	0.06%	308

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

Stephens Inc's PFG Position: Q2 2026 in Review

Stephens Inc opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,026 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings. This is a return to the name: Stephens Inc previously reported a position in PFG as recently as Q4 2015.

Stephens Inc first reported a position in PFG in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.33M in Q1 2015. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Stephens Inc held 2,026 shares of Principal Financial Group worth $218K as of Q2 2026.
Principal Financial Group was a new Stephens Inc position in Q2 2026.
Principal Financial Group made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1201 holding.
Stephens Inc first reported a position in Principal Financial Group in Q1 2015 and has held it in 5 quarters since.
Stephens Inc's Principal Financial Group position peaked at $1.33M in Q1 2015.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.