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BOLTON SECURITIES CORPORATION’s Principal Financial Group PFG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$529K Buy
4,724
+4,374
+1,250% +$495K 0.02% 593
2026
Q2 		$37.7K Hold
350
– – ﹤0.01% 1431
2026
Q1 		$31.5K Hold
350
– – ﹤0.01% 1338
2025
Q4 		$30.9K Hold
350
– – ﹤0.01% 1321
2025
Q3 		$29K Hold
350
– – ﹤0.01% 1299
2025
Q2 		$27.8K Hold
350
– – ﹤0.01% 1264
2025
Q1 		$29.5K Buy
+350
New +$29.1K ﹤0.01% 1194

Other funds holding PFG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PFG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Principal Financial Group (PFG) stake by 1,250% in Q3 2026, buying an estimated $495K and bringing the position to 4,724 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #593.

BOLTON SECURITIES CORPORATION first reported a position in PFG in Q1 2025 and has held it in 7 quarters since. 845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,724 shares of Principal Financial Group worth $529K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 4,374 Principal Financial Group shares in Q3 2026, an estimated $495K.
  • Principal Financial Group made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #593 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Principal Financial Group in Q1 2025 and has held it in 7 quarters since.
  • 845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.