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StoneX Group’s Principal Financial Group PFG Stock Holding History

StoneX Group’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 		$310K Buy
+2,988
New +$303K 0.01% 803
2026
Q1 		– Sell
-2,437
Closed -$215K – 1171
2025
Q4 		$215K Buy
+2,437
New +$206K 0.01% 846

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

StoneX Group's PFG Position: Q2 2026 in Review

StoneX Group opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,988 shares worth $310K. The stake represents 0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: StoneX Group previously reported a position in PFG as recently as Q4 2025.

StoneX Group first reported a position in PFG in Q4 2025 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • StoneX Group held 2,988 shares of Principal Financial Group worth $310K as of Q2 2026.
  • Principal Financial Group was a new StoneX Group position in Q2 2026.
  • Principal Financial Group made up 0.01% of StoneX Group's portfolio in Q2 2026, its #803 holding.
  • StoneX Group first reported a position in Principal Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.