Planning Strategies Inc.’s Principal Financial Group PFG Stock Holding History

Planning Strategies Inc.’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	$22.2K	Buy	+206	New	+$20.9K	0.01%	234

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.3B AUM

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Planning Strategies Inc.'s PFG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Principal Financial Group (PFG) in Q2 2026: 206 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings.

346 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Planning Strategies Inc. held 206 shares of Principal Financial Group worth $22.2K as of Q2 2026.
Principal Financial Group was a new Planning Strategies Inc. position in Q2 2026.
Principal Financial Group made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #234 holding.
346 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.