Vanguard National Trust
PFG icon

Vanguard National Trust’s Principal Financial Group PFG Stock Holding History

Vanguard National Trust’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 		$9.7K Hold
90
– – ﹤0.01% 604
2026
Q1 		$8.11K Buy
+90
New +$8.23K ﹤0.01% 562

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Vanguard Portfolio Management
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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

Vanguard National Trust's PFG Position: Q2 2026 in Review

Vanguard National Trust held its Principal Financial Group (PFG) position steady in Q2 2026 at 90 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Vanguard National Trust first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Vanguard National Trust held 90 shares of Principal Financial Group worth $9.7K as of Q2 2026.
  • Vanguard National Trust left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Vanguard National Trust's portfolio in Q2 2026, its #604 holding.
  • Vanguard National Trust first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Vanguard National Trust's 13F filing for Q2 2026, filed 13 Aug 2026.