Strategic Investment Solutions’s Principal Financial Group PFG Stock Holding History

Strategic Investment Solutions’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	$20.4K	Hold	189	–	–	﹤0.01%	353
2026 Q1	$17K	Hold	189	–	–	﹤0.01%	361
2025 Q4	$16.7K	Hold	189	–	–	﹤0.01%	336
2025 Q3	$15.7K	Hold	189	–	–	﹤0.01%	325
2025 Q2	$15K	Hold	189	–	–	﹤0.01%	311
2025 Q1	$15.9K	Hold	189	–	–	﹤0.01%	315
2024 Q4	$14.9K	Hold	189	–	–	0.01%	340
2024 Q3	$16.2K	Hold	189	–	–	﹤0.01%	311
2024 Q2	$15.4K	Buy	+189	New	+$15.3K	0.01%	300
2023 Q4	$14.9K	Buy	+189	New	+$13.7K	﹤0.01%	696
2023 Q2	–	Sell	-189	Closed	-$14K	–	947
2023 Q1	$14K	Buy	+189	New	+$16K	﹤0.01%	593

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

Strategic Investment Solutions's PFG Position: Q2 2026 in Review

Strategic Investment Solutions held its Principal Financial Group (PFG) position steady in Q2 2026 at 189 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Strategic Investment Solutions first reported a position in PFG in Q1 2023 and has held it in 11 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Strategic Investment Solutions held 189 shares of Principal Financial Group worth $20.4K as of Q2 2026.
Strategic Investment Solutions left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #353 holding.
Strategic Investment Solutions first reported a position in Principal Financial Group in Q1 2023 and has held it in 11 quarters since.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.