VVP
PFG icon

Venture Visionary Partners’s Principal Financial Group PFG Stock Holding History

Venture Visionary Partners’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 		$678K Buy
6,292
+5
+0.1% +$508 0.02% 419
2026
Q1 		$567K Buy
6,287
+2
+0% +$183 0.02% 403
2025
Q4 		$554K Buy
6,285
+57
+0.9% +$4.81K 0.02% 413
2025
Q3 		$516K Buy
6,228
+3
+0% +$240 0.02% 413
2025
Q2 		$495K Sell
6,225
-12
-0.2% -$921 0.02% 406
2025
Q1 		$526K Sell
6,237
-23
-0.4% -$1.91K 0.02% 373
2024
Q4 		$485K Buy
6,260
+2
+0% +$169 0.02% 375
2024
Q3 		$538K Buy
6,258
+2
+0% +$162 0.02% 356
2024
Q2 		$491K Buy
6,256
+2
+0% +$162 0.02% 379
2024
Q1 		$540K Buy
6,254
+2
+0% +$161 0.03% 363
2023
Q4 		$492K Sell
6,252
-559
-8% -$40.5K 0.03% 351
2023
Q3 		$491K Sell
6,811
-656
-9% -$50.9K 0.03% 336
2023
Q2 		$566K Sell
7,467
-1,178
-14% -$84.9K 0.03% 320
2023
Q1 		$642K Sell
8,645
-10,000
-54% -$848K 0.04% 298
2022
Q4 		$1.56M Buy
18,645
+2,248
+14% +$193K 0.11% 159
2022
Q3 		$1.18M Buy
16,397
+4,801
+41% +$345K 0.1% 172
2022
Q2 		$775K Buy
11,596
+1,742
+18% +$123K 0.06% 236
2022
Q1 		$723K Buy
9,854
+296
+3% +$21.4K 0.05% 262
2021
Q4 		$691K Buy
9,558
+1,221
+15% +$85.2K 0.04% 279
2021
Q3 		$536K Buy
8,337
+1,202
+17% +$77.2K 0.04% 313
2021
Q2 		$450K Buy
7,135
+299
+4% +$19.1K 0.04% 325
2021
Q1 		$409K Buy
+6,836
New +$381K 0.03% 328

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

Venture Visionary Partners's PFG Position: Q2 2026 in Review

Venture Visionary Partners increased its Principal Financial Group (PFG) stake by 0.08% in Q2 2026, buying an estimated $508 and bringing the position to 6,292 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #419.

Venture Visionary Partners first reported a position in PFG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.56M in Q4 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Venture Visionary Partners held 6,292 shares of Principal Financial Group worth $678K as of Q2 2026.
  • Venture Visionary Partners bought 5 Principal Financial Group shares in Q2 2026, an estimated $508.
  • Principal Financial Group made up 0.02% of Venture Visionary Partners's portfolio in Q2 2026, its #419 holding.
  • Venture Visionary Partners first reported a position in Principal Financial Group in Q1 2021 and has held it in 22 quarters since.
  • Venture Visionary Partners's Principal Financial Group position peaked at $1.56M in Q4 2022.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.