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Vise Technologies’s Principal Financial Group PFG Stock Holding History

Vise Technologies’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 		$661K Buy
6,132
+1,591
+35% +$162K 0.01% 1004
2026
Q1 		$401K Hold
4,541
– – 0.01% 997
2025
Q4 		$401K Buy
4,541
+1,348
+42% +$114K 0.01% 1003
2025
Q3 		$265K Buy
3,193
+402
+14% +$32.1K 0.01% 970
2025
Q2 		$222K Buy
+2,791
New +$214K 0.01% 959

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

Vise Technologies's PFG Position: Q2 2026 in Review

Vise Technologies increased its Principal Financial Group (PFG) stake by 35% in Q2 2026, buying an estimated $162K and bringing the position to 6,132 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #1004.

Vise Technologies first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Vise Technologies held 6,132 shares of Principal Financial Group worth $661K as of Q2 2026.
  • Vise Technologies bought 1,591 Principal Financial Group shares in Q2 2026, an estimated $162K.
  • Principal Financial Group made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1004 holding.
  • Vise Technologies first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.