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Summit Securities Group’s Principal Financial Group PFG Stock Holding History

Summit Securities 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 		$4.96K Buy
46
+14
+44% +$1.42K ﹤0.01% 977
2026
Q1 		$2.88K Sell
32
-266
-89% -$24.3K ﹤0.01% 894
2025
Q4 		$26.3K Sell
298
-50
-14% -$4.22K ﹤0.01% 748
2025
Q3 		$28.9K Buy
348
+210
+152% +$16.8K 0.01% 700
2025
Q2 		$11K Buy
+138
New +$10.6K ﹤0.01% 868
2024
Q1 		– Sell
-1
Closed – – 792
2023
Q4 		$0 Buy
+1
New +$72 ﹤0.01% 844
2023
Q3 		– Sell
-296
Closed -$22K – 919
2023
Q2 		$22K Sell
296
-153
-34% -$11K ﹤0.01% 613
2023
Q1 		$33K Buy
449
+220
+96% +$18.7K ﹤0.01% 520
2022
Q4 		$19K Sell
229
-61
-21% -$5.23K ﹤0.01% 919
2022
Q3 		$21K Sell
290
-202
-41% -$14.5K ﹤0.01% 718
2022
Q2 		$33K Buy
492
+393
+397% +$27.6K ﹤0.01% 653
2022
Q1 		$7K Buy
+99
New +$7.17K ﹤0.01% 915

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

Summit Securities Group's PFG Position: Q2 2026 in Review

Summit Securities Group increased its Principal Financial Group (PFG) stake by 44% in Q2 2026, buying an estimated $1.42K and bringing the position to 46 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Summit Securities Group first reported a position in PFG in Q1 2022 and has held it in 12 quarters since. The position peaked at $33K in Q1 2023. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Summit Securities Group held 46 shares of Principal Financial Group worth $4.96K as of Q2 2026.
  • Summit Securities Group bought 14 Principal Financial Group shares in Q2 2026, an estimated $1.42K.
  • Principal Financial Group made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #977 holding.
  • Summit Securities Group first reported a position in Principal Financial Group in Q1 2022 and has held it in 12 quarters since.
  • Summit Securities Group's Principal Financial Group position peaked at $33K in Q1 2023.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.