TS Financial Group (TSFG)’s Principal Financial Group PFG Stock Holding History

TS Financial Group (TSFG)’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	$282K	Buy	2,613 +20	+0.8%	+$2.03K	0.04%	163
2026 Q1	$234K	Buy	2,593 +23	+0.9%	+$2.1K	0.04%	167
2025 Q4	$227K	Buy	2,570 +22	+0.9%	+$1.86K	0.03%	162
2025 Q3	$211K	Buy	2,548 +24	+1%	+$1.92K	0.03%	169
2025 Q2	$201K	Buy	2,524 +23	+0.9%	+$1.77K	0.04%	165
2025 Q1	$211K	Buy	2,501 +22	+0.9%	+$1.83K	0.04%	150
2024 Q4	$192K	Hold	2,479	–	–	0.04%	153
2024 Q3	$213K	Hold	2,479	–	–	0.05%	142
2024 Q2	$194K	Hold	2,479	–	–	0.05%	147
2024 Q1	$214K	Hold	2,479	–	–	0.05%	138
2023 Q4	$195K	Hold	2,479	–	–	0.06%	139
2023 Q3	$179K	Hold	2,479	–	–	0.06%	145
2023 Q2	$188K	Hold	2,479	–	–	0.07%	135
2023 Q1	$184K	Hold	2,479	–	–	0.07%	133
2022 Q4	$208K	Hold	2,479	–	–	0.08%	121
2022 Q3	$179K	Sell	2,479 -28	-1%	-$2.01K	0.08%	122
2022 Q2	$167K	Buy	2,507 +28	+1%	+$1.97K	0.07%	127
2022 Q1	$182K	Hold	2,479	–	–	0.07%	132
2021 Q4	$179K	Hold	2,479	–	–	0.06%	141
2021 Q3	$160K	Hold	2,479	–	–	0.06%	157
2021 Q2	$157K	Hold	2,479	–	–	0.06%	160
2021 Q1	$149K	Hold	2,479	–	–	0.08%	137
2020 Q4	$123K	Hold	2,479	–	–	0.07%	142
2020 Q3	$100K	Hold	2,479	–	–	0.06%	140
2020 Q2	$103K	Hold	2,479	–	–	0.07%	137
2020 Q1	$78K	Hold	2,479	–	–	0.07%	138
2019 Q4	$136K	Hold	2,479	–	–	0.1%	115
2019 Q3	$142K	Hold	2,479	–	–	0.11%	110
2019 Q2	$144K	Hold	2,479	–	–	0.12%	104
2019 Q1	$124K	Buy	+2,479	New	+$123K	0.11%	117

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

TS Financial Group (TSFG)'s PFG Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its Principal Financial Group (PFG) stake by 0.77% in Q2 2026, buying an estimated $2.03K and bringing the position to 2,613 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #163.

TS Financial Group (TSFG) first reported a position in PFG in Q1 2019 and has held it in 30 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

TS Financial Group (TSFG) held 2,613 shares of Principal Financial Group worth $282K as of Q2 2026.
TS Financial Group (TSFG) bought 20 Principal Financial Group shares in Q2 2026, an estimated $2.03K.
Principal Financial Group made up 0.04% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #163 holding.
TS Financial Group (TSFG) first reported a position in Principal Financial Group in Q1 2019 and has held it in 30 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.