TFC Financial Management’s Principal Financial Group PFG Stock Holding History

TFC Financial 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	$91K	Hold	844	–	–	0.01%	226
2026 Q1	$76K	Sell	844 -27	-3%	-$2.47K	0.01%	229
2025 Q4	$76.8K	Hold	871	–	–	0.01%	236
2025 Q3	$72.2K	Hold	871	–	–	0.01%	234
2025 Q2	$69.2K	Buy	871 +31	+4%	+$2.38K	0.01%	233
2025 Q1	$70.9K	Hold	840	–	–	0.01%	221
2024 Q4	$65K	Hold	840	–	–	0.01%	227
2024 Q3	$72.2K	Sell	840 -10	-1%	-$808	0.01%	226
2024 Q2	$66.7K	Buy	850 +817	+2,476%	+$66.3K	0.01%	215
2024 Q1	$2.87K	Buy	33 +1	+3%	+$80	﹤0.01%	436
2023 Q4	$2.54K	Hold	32	–	–	﹤0.01%	431
2023 Q3	$2.32K	Hold	32	–	–	﹤0.01%	449
2023 Q2	$2.44K	Hold	32	–	–	﹤0.01%	425
2023 Q1	$2.4K	Hold	32	–	–	﹤0.01%	445
2022 Q4	$2.71K	Hold	32	–	–	﹤0.01%	375
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	419
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	415
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	432
2021 Q4	$2K	Hold	32	–	–	﹤0.01%	481
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	470
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	460
2021 Q1	$2K	Hold	32	–	–	﹤0.01%	450
2020 Q4	$2K	Hold	32	–	–	﹤0.01%	441
2020 Q3	$1K	Buy	+32	New	+$1.36K	﹤0.01%	482

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

TFC Financial Management's PFG Position: Q2 2026 in Review

TFC Financial Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 844 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #226.

TFC Financial Management first reported a position in PFG in Q3 2020 and has held it in 24 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

TFC Financial Management held 844 shares of Principal Financial Group worth $91K as of Q2 2026.
TFC Financial Management left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #226 holding.
TFC Financial Management first reported a position in Principal Financial Group in Q3 2020 and has held it in 24 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.