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Vermillion Wealth Management’s Principal Financial Group PFG Stock Holding History

Vermillion Wealth Management’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 		$72.5K Buy
673
+526
+358% +$53.4K 0.02% 500
2026
Q1 		$13.2K Buy
147
+15
+11% +$1.37K 0.01% 358
2025
Q4 		$11.6K Hold
132
– – ﹤0.01% 354
2025
Q3 		$10.9K Hold
132
– – ﹤0.01% 1032
2025
Q2 		$10.5K Hold
132
– – 0.01% 334
2025
Q1 		$11.1K Hold
132
– – ﹤0.01% 842
2024
Q4 		$10.2K Buy
+132
New +$11.1K 0.01% 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

Vermillion Wealth Management's PFG Position: Q2 2026 in Review

Vermillion Wealth Management increased its Principal Financial Group (PFG) stake by 358% in Q2 2026, buying an estimated $53.4K and bringing the position to 673 shares worth $72.5K. The position accounts for 0.02% of the portfolio, ranked #500.

Vermillion Wealth Management first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Vermillion Wealth Management held 673 shares of Principal Financial Group worth $72.5K as of Q2 2026.
  • Vermillion Wealth Management bought 526 Principal Financial Group shares in Q2 2026, an estimated $53.4K.
  • Principal Financial Group made up 0.02% of Vermillion Wealth Management's portfolio in Q2 2026, its #500 holding.
  • Vermillion Wealth Management first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.