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Syverson Strege & Co’s Principal Financial Group PFG Stock Holding History

Syverson Strege & Co’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 		$236K Buy
+2,188
New +$222K 0.05% 157
2023
Q2 		– Sell
-1,875
Closed -$139K – 459
2023
Q1 		$139K Buy
1,875
+38
+2% +$3.22K 0.06% 73
2022
Q4 		$154K Sell
1,837
-573
-24% -$49.2K 0.07% 75
2022
Q3 		$174K Buy
2,410
+6
+0.2% +$431 0.09% 70
2022
Q2 		$161K Sell
2,404
-297
-11% -$20.9K 0.06% 77
2022
Q1 		$198K Buy
2,701
+3
+0.1% +$217 0.22% 64
2021
Q4 		$195K Sell
2,698
-805
-23% -$56.2K 0.14% 63
2021
Q3 		$226K Buy
3,503
+1,061
+43% +$68.1K 0.18% 55
2021
Q2 		$154K Sell
2,442
-646
-21% -$41.3K 0.14% 71
2021
Q1 		$185K Buy
3,088
+8
+0.3% +$446 0.19% 58
2020
Q4 		$153K Buy
+3,080
New +$141K 0.15% 63

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

Syverson Strege & Co's PFG Position: Q2 2026 in Review

Syverson Strege & Co opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,188 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings. This is a return to the name: Syverson Strege & Co previously reported a position in PFG as recently as Q1 2023.

Syverson Strege & Co first reported a position in PFG in Q4 2020 and has held it in 11 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Syverson Strege & Co held 2,188 shares of Principal Financial Group worth $236K as of Q2 2026.
  • Principal Financial Group was a new Syverson Strege & Co position in Q2 2026.
  • Principal Financial Group made up 0.05% of Syverson Strege & Co's portfolio in Q2 2026, its #157 holding.
  • Syverson Strege & Co first reported a position in Principal Financial Group in Q4 2020 and has held it in 11 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.