Syon Capital’s Principal Financial Group PFG Stock Holding History

Syon 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	$985K	Buy	9,140 +404	+5%	+$41K	0.04%	357
2026 Q1	$787K	Buy	8,736 +373	+4%	+$34.1K	0.04%	386
2025 Q4	$738K	Buy	8,363 +1,093	+15%	+$92.3K	0.04%	408
2025 Q3	$603K	Buy	7,270 +335	+5%	+$26.8K	0.03%	425
2025 Q2	$551K	Sell	6,935 -350	-5%	-$26.9K	0.04%	346
2025 Q1	$615K	Buy	7,285 +844	+13%	+$70.2K	0.05%	274
2024 Q4	$499K	Buy	6,441 +733	+13%	+$61.8K	0.04%	284
2024 Q3	$490K	Buy	5,708 +35	+0.6%	+$2.83K	0.04%	280
2024 Q2	$445K	Buy	5,673 +51	+0.9%	+$4.14K	0.04%	278
2024 Q1	$485K	Buy	5,622 +135	+2%	+$10.8K	0.05%	273
2023 Q4	$432K	Buy	5,487 +1,457	+36%	+$106K	0.04%	279
2023 Q3	$290K	Buy	+4,030	New	+$313K	0.04%	279

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Syon Capital's PFG Position: Q2 2026 in Review

Syon Capital increased its Principal Financial Group (PFG) stake by 4.6% in Q2 2026, buying an estimated $41K and bringing the position to 9,140 shares worth $985K. The position accounts for 0.04% of the portfolio, ranked #357.

Syon Capital first reported a position in PFG in Q3 2023 and has held it in 12 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Syon Capital held 9,140 shares of Principal Financial Group worth $985K as of Q2 2026.
Syon Capital bought 404 Principal Financial Group shares in Q2 2026, an estimated $41K.
Principal Financial Group made up 0.04% of Syon Capital's portfolio in Q2 2026, its #357 holding.
Syon Capital first reported a position in Principal Financial Group in Q3 2023 and has held it in 12 quarters since.
955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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