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Synergy Investment Management’s Principal Financial Group PFG Stock Holding History

Synergy Investment Management’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 		$17.9K Buy
163
+161
+8,050% +$16.3K ﹤0.01% 540
2026
Q1 		$180 Buy
+2
New +$183 ﹤0.01% 885

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 $3.38T 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

Synergy Investment Management's PFG Position: Q2 2026 in Review

Synergy Investment Management increased its Principal Financial Group (PFG) stake by 8,050% in Q2 2026, buying an estimated $16.3K and bringing the position to 163 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Synergy Investment Management first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Synergy Investment Management held 163 shares of Principal Financial Group worth $17.9K as of Q2 2026.
  • Synergy Investment Management bought 161 Principal Financial Group shares in Q2 2026, an estimated $16.3K.
  • Principal Financial Group made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #540 holding.
  • Synergy Investment Management first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.