Y.D. More Investments’s Principal Financial Group PFG Stock Holding History

Y.D. More Investments’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	$359	Buy	992 +31	+3%	+$3.15K	﹤0.01%	461
2026 Q1	$274	Sell	961 -226	-19%	-$20.7K	﹤0.01%	435
2025 Q4	$328	Sell	1,187 -379	-24%	-$32K	﹤0.01%	429
2025 Q3	$393	Buy	1,566 +1,370	+699%	+$110K	﹤0.01%	407
2025 Q2	$46	Sell	196 -105	-35%	-$8.06K	﹤0.01%	437
2025 Q1	$68	Buy	301 +35	+13%	+$2.91K	﹤0.01%	451
2024 Q4	$56	Buy	266 +143	+116%	+$12.1K	﹤0.01%	443
2024 Q3	$28	Buy	123 +6	+5%	+$485	﹤0.01%	432
2024 Q2	$24	Buy	+117	New	+$9.5K	﹤0.01%	445

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

Y.D. More Investments's PFG Position: Q2 2026 in Review

Y.D. More Investments increased its Principal Financial Group (PFG) stake by 3.2% in Q2 2026, buying an estimated $3.15K and bringing the position to 992 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Y.D. More Investments first reported a position in PFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $393 in Q3 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Y.D. More Investments held 992 shares of Principal Financial Group worth $359 as of Q2 2026.
Y.D. More Investments bought 31 Principal Financial Group shares in Q2 2026, an estimated $3.15K.
Principal Financial Group made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #461 holding.
Y.D. More Investments first reported a position in Principal Financial Group in Q2 2024 and has held it in 9 quarters since.
Y.D. More Investments's Principal Financial Group position peaked at $393 in Q3 2025.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.