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Steve Schonfeld’s Principal Financial Group PFG Stock Holding History

Steve Schonfeld’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
2022
Q2 		– Sell
-1,200
Closed -$88K – 2888
2022
Q1 		$88K Buy
+1,200
New +$86.9K ﹤0.01% 2263

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

Steve Schonfeld's PFG Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Principal Financial Group (PFG) in Q2 2026: 4,887 shares worth $527K. The stake represents ﹤0.01% of the portfolio and ranks #1795 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in PFG as recently as Q4 2025.

Steve Schonfeld first reported a position in PFG in Q2 2016 and has held it in 25 quarters since. The position peaked at $35.1M in Q1 2021. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Steve Schonfeld held 4,887 shares of Principal Financial Group worth $527K as of Q2 2026.
  • Principal Financial Group was a new Steve Schonfeld position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1795 holding.
  • Steve Schonfeld first reported a position in Principal Financial Group in Q2 2016 and has held it in 25 quarters since.
  • Steve Schonfeld's Principal Financial Group position peaked at $35.1M in Q1 2021.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.