USA Financial Formulas’s Principal Financial Group PFG Stock Holding History

USA Financial Formulas’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	–	Sell	-74	Closed	-$6.67K	–	504
2026 Q1	$6.67K	Sell	74 -42	-36%	-$3.84K	﹤0.01%	318
2025 Q4	$10.2K	Buy	+116	New	+$9.79K	﹤0.01%	279
2025 Q2	–	Sell	-231	Closed	-$19.5K	–	335
2025 Q1	$19.5K	Buy	+231	New	+$19.2K	﹤0.01%	234
2020 Q4	–	Sell	-23	Closed	-$1K	–	394
2020 Q3	$1K	Hold	23	–	–	﹤0.01%	282
2020 Q2	$1K	Sell	23 -41	-64%	-$1.5K	﹤0.01%	192
2020 Q1	$2K	Buy	+64	New	+$3.03K	﹤0.01%	177
2019 Q1	–	Sell	-3,913	Closed	-$229K	–	282
2018 Q4	$229K	Sell	3,913 -605	-13%	-$29.8K	0.06%	248
2018 Q3	$239K	Buy	+4,518	New	+$252K	0.06%	246

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

USA Financial Formulas's PFG Position: Q2 2026 in Review

USA Financial Formulas sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 74 shares — an estimated $6.67K sold.

USA Financial Formulas first reported a position in PFG in Q3 2018 and held it in 8 quarters. The position peaked at $239K in Q3 2018. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

USA Financial Formulas reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
USA Financial Formulas sold 74 Principal Financial Group shares in Q2 2026, an estimated $6.67K.
USA Financial Formulas first reported a position in Principal Financial Group in Q3 2018 and held it in 8 quarters.
USA Financial Formulas's Principal Financial Group position peaked at $239K in Q3 2018.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.