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Summit Trail Advisors’s Principal Financial Group PFG Stock Holding History

Summit Trail Advisors’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 		$1.49M Buy
13,848
+8
+0.1% +$812 0.02% 795
2026
Q1 		$1.25M Buy
13,840
+4,108
+42% +$376K 0.02% 830
2025
Q4 		$858K Sell
9,732
-4,113
-30% -$347K 0.01% 894
2025
Q3 		$1.15M Buy
13,845
+10,998
+386% +$879K 0.02% 749
2025
Q2 		$226K Buy
+2,847
New +$219K ﹤0.01% 1024
2018
Q1 		– Sell
-729
Closed -$54K – 1317
2017
Q4 		$54K Buy
+729
New +$50.2K 0.01% 799

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 Trail Advisors's PFG Position: Q2 2026 in Review

Summit Trail Advisors increased its Principal Financial Group (PFG) stake by 0.06% in Q2 2026, buying an estimated $812 and bringing the position to 13,848 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #795.

Summit Trail Advisors first reported a position in PFG in Q4 2017 and has held it in 6 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Summit Trail Advisors held 13,848 shares of Principal Financial Group worth $1.49M as of Q2 2026.
  • Summit Trail Advisors bought 8 Principal Financial Group shares in Q2 2026, an estimated $812.
  • Principal Financial Group made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #795 holding.
  • Summit Trail Advisors first reported a position in Principal Financial Group in Q4 2017 and has held it in 6 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.