PRINCIPAL FINANCIAL GROUP INC (PFG) — Institutional Holders, Q2 2026 (page 10)
963 institutional investment managers reported a PFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $18.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 963. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PFG 13F holders ranked 901–963 of 963
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Strive Financial Group#901 · 70 sh | 70 | $7.5K | <0.01% | 0.0% |
| 902 | Fulcrum Asset Management LLP#902 · 65 sh | 65 | $7.1K | <0.01% | New |
| 903 | Cornerstone Financial Management#903 · 61 sh | 61 | $6.6K | <0.01% | +13.0% |
| 904 | ZRC WEALTH MANAGEMENT#904 · 58 sh | 58 | $6.3K | — | +7.4% |
| 905 | Ritter Daniher Financial Advisory / DE#905 · 57 sh | 57 | $6.1K | <0.01% | 0.0% |
| 906 | Davis Capital Management#906 · 55 sh | 55 | $5.9K | — | +5.8% |
| 907 | Valued Wealth Advisors#907 · 54 sh | 54 | $5.8K | <0.01% | +50.0% |
| 908 | Bay Harbor Wealth Management#908 · 51 sh | 51 | $5.5K | <0.01% | -90.9% |
| 909 | Westfuller Advisors#909 · 51 sh | 51 | $5.5K | <0.01% | -8.9% |
| 910 | Phillip James Consulting#910 · 50 sh | 50 | $5.4K | <0.01% | 0.0% |
| 911 | SouthState Bank#911 · 49 sh | 49 | $5.3K | <0.01% | 0.0% |
| 912 | POM Investment Strategies#912 · 49 sh | 49 | $5.3K | — | 0.0% |
| 913 | SHP Wealth Management#913 · 47 sh | 47 | $5.1K | <0.01% | +14.6% |
| 914 | OGOREK ANTHONY JOSEPH /NY#914 · 53 sh | 53 | $5.0K | <0.01% | 0.0% |
| 915 | SUMMIT SECURITIES GROUP#915 · 46 sh | 46 | $5.0K | <0.01% | +43.8% |
| 916 | RAFFA WEALTH MANAGEMENT#916 · 44 sh | 44 | $4.7K | <0.01% | 0.0% |
| 917 | Archer Investment#917 · 44 sh | 44 | $4.7K | <0.01% | 0.0% |
| 918 | Financial Management Professionals#918 · 42 sh | 42 | $4.5K | — | +10.5% |
| 919 | Crewe Advisors#919 · 41 sh | 41 | $4.4K | <0.01% | New |
| 920 | Godfrey Financial Associates#920 · 41 sh | 41 | $4.4K | <0.01% | New |
| 921 | HM PAYSON#921 · 39 sh | 39 | $4.2K | <0.01% | 0.0% |
| 922 | DiNuzzo Private Wealth#922 · 36 sh | 36 | $3.9K | — | 0.0% |
| 923 | ROSS\JOHNSON & Associates#923 · 34 sh | 34 | $3.7K | 0.06% | 0.0% |
| 924 | Westside Investment Management#924 · 33 sh | 33 | $3.6K | <0.01% | New |
| 925 | Corsicana#925 · 32 sh | 32 | $3.4K | <0.01% | 0.0% |
| 926 | Kilter Group#926 · 30 sh | 30 | $3.2K | <0.01% | -26.8% |
| 927 | HIGHLINE WEALTH PARTNERS#927 · 30 sh | 30 | $3.2K | — | New |
| 928 | Avion Wealth#928 · 29 sh | 29 | $3.0K | <0.01% | +20.8% |
| 929 | Prestige Wealth Management Group#929 · 27 sh | 27 | $2.9K | <0.01% | 0.0% |
| 930 | Allied Private Wealth#930 · 24 sh | 24 | $2.7K | <0.01% | — |
| 931 | Dunhill Financial#931 · 24 sh | 24 | $2.6K | <0.01% | -4.0% |
| 932 | HFM Investment Advisors#932 · 24 sh | 24 | $2.6K | <0.01% | +100.0% |
| 933 | Clark Wealth Partners#933 · 23 sh | 23 | $2.5K | — | 0.0% |
| 934 | TOUNJIAN ADVISORY PARTNERS#934 · 23 sh | 23 | $2.4K | <0.01% | -99.8% |
| 935 | NVWM#935 · 20 sh | 20 | $2.2K | — | 0.0% |
| 936 | Principia Wealth Advisory#936 · 20 sh | 20 | $2.2K | <0.01% | +5.3% |
| 937 | DT Investment Partners#937 · 16 sh | 16 | $1.7K | — | 0.0% |
| 938 | WOLFF WIESE MAGANA#938 · 15 sh | 15 | $1.6K | — | 0.0% |
| 939 | IMG Wealth Management#939 · 13 sh | 13 | $1.4K | — | New |
| 940 | Investors Portfolio Services#940 · 13 sh | 13 | $1.4K | <0.01% | 0.0% |
| 941 | 1015 Capital Partners#941 · 12 sh | 12 | $1.3K | <0.01% | 0.0% |
| 942 | Aspect Partners#942 · 11 sh | 11 | $1.2K | — | 0.0% |
| 943 | Penserra Capital Management#943 · 18 sh | 18 | $1.0K | 0.00% | +20.0% |
| 944 | Cherry Tree Wealth Management#944 · 8 sh | 8 | $863.00 | — | 0.0% |
| 945 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#945 · 8 sh | 8 | $862.00 | 0.00% | 0.0% |
| 946 | Burk#946 · 8 sh | 8 | $862.00 | <0.01% | 0.0% |
| 947 | JPL Wealth Management#947 · 7 sh | 7 | $755.00 | <0.01% | +40.0% |
| 948 | WestEnd Advisors#948 · 7 sh | 7 | $754.00 | 0.00% | +16.7% |
| 949 | Rakuten Securities#949 · 7 sh | 7 | $754.00 | <0.01% | New |
| 950 | American Capital Advisory#950 · 6 sh | 6 | $647.00 | <0.01% | 0.0% |
| 951 | Spectrum Wealth Advisory Group#951 · 5 sh | 5 | $548.00 | <0.01% | New |
| 952 | DecisionPoint Financial#952 · 5 sh | 5 | $545.00 | <0.01% | +150.0% |
| 953 | Quaker Wealth Management#953 · 5 sh | 5 | $539.00 | — | 0.0% |
| 954 | Atlantic Private Wealth#954 · 5 sh | 5 | $539.00 | <0.01% | 0.0% |
| 955 | Arlington#955 · 5 sh | 5 | $539.00 | — | 0.0% |
| 956 | EVOLUTION WEALTH MANAGEMENT#956 · 5 sh | 5 | $539.00 | <0.01% | 0.0% |
| 957 | Seneschal Advisors#957 · 5 sh | 5 | $539.00 | <0.01% | 0.0% |
| 958 | Aventura Private Wealth#958 · 5 sh | 5 | $539.00 | <0.01% | 0.0% |
| 959 | Y.D. More Investments Ltd#959 · 992 sh | 992 | $359.00 | 0.00% | +3.2% |
| 960 | MARYLAND CAPITAL ADVISORS#960 · 2 sh | 2 | $216.00 | — | — |
| 961 | SOA Wealth Advisors#961 · 1 sh | 1 | $128.00 | 0.00% | 0.0% |
| 962 | 3 FACTOR INDEXING#962 · 1 sh | 1 | $108.00 | — | 0.0% |
| 963 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#963 · 355,366 sh | 355,366 | — | — | -10.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.