Vestmark Advisory Solutions’s Principal Financial Group PFG Stock Holding History

Vestmark Advisory Solutions’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	$862K	Sell	8,000 -103	-1%	-$10.5K	0.01%	1006
2026 Q1	$730K	Buy	+8,103	New	+$741K	0.01%	958
2022 Q2	–	Sell	-4,006	Closed	-$294K	–	907
2022 Q1	$294K	Hold	4,006	–	–	0.02%	721
2021 Q4	$290K	Sell	4,006 -31	-0.8%	-$2.16K	0.02%	721
2021 Q3	$260K	Sell	4,037 -44	-1%	-$2.83K	0.02%	713
2021 Q2	$258K	Buy	4,081 +446	+12%	+$28.5K	0.02%	672
2021 Q1	$218K	Buy	+3,635	New	+$203K	0.02%	688

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

Vestmark Advisory Solutions's PFG Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Principal Financial Group (PFG) stake by 1.3% in Q2 2026, selling an estimated $10.5K and leaving 8,000 shares worth $862K. The position accounts for 0.01% of the portfolio, ranked #1006.

Vestmark Advisory Solutions first reported a position in PFG in Q1 2021 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Vestmark Advisory Solutions held 8,000 shares of Principal Financial Group worth $862K as of Q2 2026.
Vestmark Advisory Solutions sold 103 Principal Financial Group shares in Q2 2026, an estimated $10.5K.
Principal Financial Group made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1006 holding.
Vestmark Advisory Solutions first reported a position in Principal Financial Group in Q1 2021 and has held it in 7 quarters since.
952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.