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SummitTX Capital’s Principal Financial Group PFG Stock Holding History

SummitTX Capital’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 		– Sell
-16,511
Closed -$1.49M – 966
2026
Q1 		$1.49M Sell
16,511
-43,627
-73% -$3.99M 0.05% 363
2025
Q4 		$5.3M Buy
60,138
+47,300
+368% +$3.99M 0.16% 150
2025
Q3 		$1.06M Sell
12,838
-9,611
-43% -$768K 0.04% 373
2025
Q2 		$1.78M Buy
22,449
+13,958
+164% +$1.07M 0.08% 269
2025
Q1 		$716K Buy
+8,491
New +$706K 0.03% 462

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

SummitTX Capital's PFG Position: Q2 2026 in Review

SummitTX Capital sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 16,511 shares — an estimated $1.49M sold.

SummitTX Capital first reported a position in PFG in Q1 2025 and held it in 5 quarters. The position peaked at $5.3M in Q4 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • SummitTX Capital reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 16,511 Principal Financial Group shares in Q2 2026, an estimated $1.49M.
  • SummitTX Capital first reported a position in Principal Financial Group in Q1 2025 and held it in 5 quarters.
  • SummitTX Capital's Principal Financial Group position peaked at $5.3M in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.