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YANKCOM Partnership’s Principal Financial Group PFG Stock Holding History

YANKCOM Partnership’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
Q3 		– Sell
-248
Closed -$26.7K – 332
2026
Q2 		$26.7K Sell
248
-34
-12% -$3.45K 0.01% 218
2026
Q1 		$25.4K Hold
282
– – 0.01% 216
2025
Q4 		$24.9K Hold
282
– – 0.01% 231
2025
Q3 		$23.4K Buy
282
+34
+14% +$2.72K 0.01% 212
2025
Q2 		$19.7K Hold
248
– – 0.01% 212
2025
Q1 		$20.9K Hold
248
– – 0.01% 209
2024
Q4 		$19.2K Buy
+248
New +$20.9K 0.01% 210

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

YANKCOM Partnership's PFG Position: Q3 2026 in Review

YANKCOM Partnership sold out of Principal Financial Group (PFG) in Q3 2026, closing a stake of 248 shares — an estimated $26.7K sold.

YANKCOM Partnership first reported a position in PFG in Q4 2024 and held it in 7 quarters. The position peaked at $26.7K in Q2 2026. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • YANKCOM Partnership reported no remaining Principal Financial Group position as of Q3 2026 after selling out during the quarter.
  • YANKCOM Partnership sold 248 Principal Financial Group shares in Q3 2026, an estimated $26.7K.
  • YANKCOM Partnership first reported a position in Principal Financial Group in Q4 2024 and held it in 7 quarters.
  • YANKCOM Partnership's Principal Financial Group position peaked at $26.7K in Q2 2026.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.