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 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

YANKCOM Partnership's PFG Position: Q2 2026 in Review

YANKCOM Partnership reduced its Principal Financial Group (PFG) stake by 12% in Q2 2026, selling an estimated $3.45K and leaving 248 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #218.

YANKCOM Partnership first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

YANKCOM Partnership held 248 shares of Principal Financial Group worth $26.7K as of Q2 2026.
YANKCOM Partnership sold 34 Principal Financial Group shares in Q2 2026, an estimated $3.45K.
Principal Financial Group made up 0.01% of YANKCOM Partnership's portfolio in Q2 2026, its #218 holding.
YANKCOM Partnership first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
530 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.