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Thurston Springer Miller Herd & Titak’s Principal Financial Group PFG Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$31.8K Hold
295
– – 0.01% 570
2026
Q1 		$26.6K Hold
295
– – 0.01% 700
2025
Q4 		$26K Buy
+295
New +$24.9K 0.01% 655
2025
Q3 		– Sell
-223
Closed -$17.7K – 1135
2025
Q2 		$17.7K Buy
223
+100
+81% +$7.68K ﹤0.01% 987
2025
Q1 		$10.4K Hold
123
– – ﹤0.01% 1109
2024
Q4 		$9.52K Hold
123
– – ﹤0.01% 903
2024
Q3 		$10.6K Hold
123
– – ﹤0.01% 1002
2024
Q2 		$9.65K Buy
+123
New +$9.99K ﹤0.01% 1033

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 $3.37T AUM 44.26% 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

Thurston Springer Miller Herd & Titak's PFG Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Principal Financial Group (PFG) position steady in Q2 2026 at 295 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #570.

Thurston Springer Miller Herd & Titak first reported a position in PFG in Q2 2024 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 295 shares of Principal Financial Group worth $31.8K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #570 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in Principal Financial Group in Q2 2024 and has held it in 8 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.