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Trask Adam Roland’s Principal Financial Group PFG Stock Holding History

Trask Adam Roland’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
Q1 		$67.6K Buy
+750
New +$68.6K 0.06% 91

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Trask Adam Roland's PFG Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Principal Financial Group (PFG) in Q1 2026: 750 shares worth $67.6K. The stake represents 0.06% of the portfolio and ranks #91 among its holdings.

912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Trask Adam Roland held 750 shares of Principal Financial Group worth $67.6K as of Q1 2026.
  • Principal Financial Group was a new Trask Adam Roland position in Q1 2026.
  • Principal Financial Group made up 0.06% of Trask Adam Roland's portfolio in Q1 2026, its #91 holding.
  • 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.