Vision Financial Markets’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.29K Buy
77
+1
+1% +$102 0.01% 261
2026
Q1
$6.82K Hold
76
0.01% 264
2025
Q4
$6.64K Buy
76
+1
+1% +$84 0.01% 253
2025
Q3
$6.2K Hold
75
0.01% 283
2025
Q2
$5.89K Buy
75
+2
+3% +$154 0.01% 265
2025
Q1
$6.19K Hold
73
0.01% 239
2024
Q4
$5.63K Buy
+73
New +$6.15K 0.01% 196

Other funds holding PFG

Vision Financial Markets's PFG Position: Q2 2026 in Review

Vision Financial Markets increased its Principal Financial Group (PFG) stake by 1.3% in Q2 2026, buying an estimated $102 and bringing the position to 77 shares worth $8.29K. The position accounts for 0.01% of the portfolio, ranked #261.

Vision Financial Markets 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.

  • Vision Financial Markets held 77 shares of Principal Financial Group worth $8.29K as of Q2 2026.
  • Vision Financial Markets bought 1 Principal Financial Group share in Q2 2026, an estimated $102.
  • Principal Financial Group made up 0.01% of Vision Financial Markets's portfolio in Q2 2026, its #261 holding.
  • Vision Financial Markets 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 Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.