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Symphony Financial’s Principal Financial Group PFG Stock Holding History

Symphony Financial’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 		$346K Buy
3,194
+300
+10% +$30.5K 0.04% 244
2026
Q1 		$259K Sell
2,894
-128
-4% -$11.7K 0.03% 258
2025
Q4 		$268K Buy
+3,022
New +$255K 0.04% 239

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nippon Life Insurance
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 $3.38T AUM 44.17% 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

Symphony Financial's PFG Position: Q2 2026 in Review

Symphony Financial increased its Principal Financial Group (PFG) stake by 10% in Q2 2026, buying an estimated $30.5K and bringing the position to 3,194 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #244.

Symphony Financial first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Symphony Financial held 3,194 shares of Principal Financial Group worth $346K as of Q2 2026.
  • Symphony Financial bought 300 Principal Financial Group shares in Q2 2026, an estimated $30.5K.
  • Principal Financial Group made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #244 holding.
  • Symphony Financial first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.