PRINCIPAL FINANCIAL GROUP INC (PFG) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 963
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | HARBOR INVESTMENT ADVISORY#701 · 1,704 sh | 1,704 | $183.7K | — | 0.0% |
| 702 | Manchester Capital Management#702 · 1,668 sh | 1,668 | $179.8K | — | -0.7% |
| 703 | Private Wealth Asset Management#703 · 1,659 sh | 1,659 | $178.8K | 0.02% | 0.0% |
| 704 | CoreCap Advisors#704 · 1,601 sh | 1,601 | $172.6K | — | +57.3% |
| 705 | AlphaCentric Advisors#705 · 1,556 sh | 1,556 | $167.7K | 0.14% | +6.4% |
| 706 | LGT Financial Advisors#706 · 1,547 sh | 1,547 | $166.7K | 0.88% | 0.0% |
| 707 | West Financial Advisors#707 · 1,511 sh | 1,511 | $162.9K | — | -16.3% |
| 708 | Nemes Rush Group#708 · 1,440 sh | 1,440 | $155.2K | 0.01% | 0.0% |
| 709 | JNBA Financial Advisors#709 · 1,432 sh | 1,432 | $154.3K | 0.01% | 0.0% |
| 710 | Raiffeisen Bank International AG#710 · 1,410 sh | 1,410 | $153.0K | <0.01% | 0.0% |
| 711 | Larson Financial Group#711 · 1,404 sh | 1,404 | $151.3K | <0.01% | +5.6% |
| 712 | Essential Partners#712 · 1,394 sh | 1,394 | $150.2K | — | +5.5% |
| 713 | CVA Family Office#713 · 1,302 sh | 1,302 | $140.3K | 0.01% | +2.6% |
| 714 | Versant Capital Management#714 · 1,293 sh | 1,293 | $139.4K | — | -2.9% |
| 715 | JFS WEALTH ADVISORS#715 · 1,290 sh | 1,290 | $139.0K | <0.01% | +0.5% |
| 716 | Quent Capital#716 · 1,276 sh | 1,276 | $137.6K | <0.01% | -9.8% |
| 717 | Capital Advisors, Ltd.#717 · 1,202 sh | 1,202 | $130.0K | 0.01% | 0.0% |
| 718 | Parkside Financial Bank#718 · 1,156 sh | 1,156 | $124.6K | <0.01% | +111.3% |
| 719 | RMG Wealth Management#719 · 1,060 sh | 1,060 | $120.6K | — | +0.1% |
| 720 | GHP Investment Advisors#720 · 1,099 sh | 1,099 | $118.5K | — | 0.0% |
| 721 | Banque Cantonale Vaudoise#721 · 1,096 sh | 1,096 | $118.0K | <0.01% | New |
| 722 | RICHARDSON FINANCIAL SERVICES#722 · 1,080 sh | 1,080 | $116.4K | 0.07% | 0.0% |
| 723 | Union Bankshares#723 · 1,066 sh | 1,066 | $114.9K | <0.01% | -0.7% |
| 724 | Geneos Wealth Management#724 · 1,042 sh | 1,042 | $112.3K | <0.01% | 0.0% |
| 725 | Deseret Mutual Benefit Administrators#725 · 1,029 sh | 1,029 | $110.9K | 0.04% | -4.6% |
| 726 | Walleye Capital#726 · 1,015 sh | 1,015 | $109.4K | <0.01% | New |
| 727 | Key Capital Management#727 · 1,012 sh | 1,012 | $109.1K | 0.06% | -22.2% |
| 728 | Pingora Partners#728 · 1,000 sh | 1,000 | $107.8K | 0.06% | 0.0% |
| 729 | CITY HOLDING#729 · 964 sh | 964 | $103.9K | — | +83.6% |
| 730 | Pinnacle Bancorp#730 · 951 sh | 951 | $102.5K | — | 0.0% |
| 731 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#731 · 950 sh | 950 | $102.4K | — | 0.0% |
| 732 | Johnson Financial Group#732 · 930 sh | 930 | $100.2K | <0.01% | 0.0% |
| 733 | Lloyd Advisory Services#733 · 904 sh | 904 | $97.5K | 0.04% | New |
| 734 | Concord Wealth Partners#734 · 878 sh | 878 | $94.6K | 0.01% | New |
| 735 | TFC Financial Management#735 · 844 sh | 844 | $91.0K | — | 0.0% |
| 736 | N.E.W. Advisory Services#736 · 819 sh | 819 | $88.3K | <0.01% | +46.2% |
| 737 | CONTRAVISORY INVESTMENT MANAGEMENT#737 · 769 sh | 769 | $82.9K | — | New |
| 738 | Burnham#738 · 750 sh | 750 | $80.8K | 0.07% | — |
| 739 | Princeton Global Asset Management#739 · 742 sh | 742 | $80.0K | — | +72.6% |
| 740 | BOKF, NA#740 · 742 sh | 742 | $80.0K | <0.01% | +8.6% |
| 741 | OSSIAM#741 · 686 sh | 686 | $73.9K | <0.01% | +47.5% |
| 742 | Cromwell#742 · 674 sh | 674 | $72.6K | 0.03% | +5.0% |
| 743 | Vermillion Wealth Management#743 · 673 sh | 673 | $72.5K | — | +357.8% |
| 744 | TOMPKINS FINANCIAL#744 · 650 sh | 650 | $70.1K | — | 0.0% |
| 745 | PARK NATIONAL#745 · 641 sh | 641 | $69.1K | — | -13.5% |
| 746 | Security National Bank#746 · 631 sh | 631 | $68.0K | — | -34.3% |
| 747 | Keating Financial Advisory Services#747 · 622 sh | 622 | $67.1K | <0.01% | +16.0% |
| 748 | FINANCIAL CONSULATE#748 · 614 sh | 614 | $66.2K | — | +6.8% |
| 749 | Cassaday & Wealth Management#749 · 608 sh | 608 | $65.5K | <0.01% | +0.2% |
| 750 | FIRST HORIZON NATIONAL#750 · 593 sh | 593 | $63.9K | — | 0.0% |
| 751 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#751 · 585 sh | 585 | $63.7K | <0.01% | +36.0% |
| 752 | IFG Advisory#752 · 587 sh | 587 | $63.3K | <0.01% | New |
| 753 | HAZLETT, BURT & WATSON#753 · 583 sh | 583 | $63.0K | 0.02% | 0.0% |
| 754 | GeoWealth Management#754 · 584 sh | 584 | $62.9K | <0.01% | New |
| 755 | Dynamic Wealth Strategies#755 · 577 sh | 577 | $62.2K | — | +3.4% |
| 756 | Legacy Bridge#756 · 570 sh | 570 | $61.4K | 0.02% | 0.0% |
| 757 | Winch Advisory Services#757 · 564 sh | 564 | $60.8K | 0.01% | +0.5% |
| 758 | BFSG#758 · 562 sh | 562 | $60.6K | <0.01% | -9.1% |
| 759 | Ronald Blue#759 · 553 sh | 553 | $59.6K | — | -40.0% |
| 760 | Stilwell Value#760 · 547 sh | 547 | $59.0K | 0.03% | 0.0% |
| 761 | Plante Moran Financial Advisors#761 · 547 sh | 547 | $59.0K | <0.01% | +0.2% |
| 762 | MOTCO#762 · 539 sh | 539 | $58.1K | <0.01% | +0.7% |
| 763 | ONEFUND#763 · 535 sh | 535 | $57.7K | 0.03% | -2.6% |
| 764 | Financial Perspectives#764 · 535 sh | 535 | $57.7K | 0.01% | +124.8% |
| 765 | True Wealth Design#765 · 515 sh | 515 | $55.5K | — | 0.0% |
| 766 | WESTPAC BANKING#766 · 511 sh | 511 | $55.1K | <0.01% | 0.0% |
| 767 | Delos Wealth Advisors#767 · 504 sh | 504 | $54.3K | 0.03% | New |
| 768 | Navigoe#768 · 497 sh | 497 | $53.0K | 0.03% | +1.8% |
| 769 | MassMutual Private Wealth & , FSB#769 · 485 sh | 485 | $52.3K | — | +5.2% |
| 770 | Clean Yield Group#770 · 484 sh | 484 | $52.2K | 0.01% | 0.0% |
| 771 | Physician Wealth Advisors#771 · 484 sh | 484 | $52.2K | — | 0.0% |
| 772 | North Star Investment Management#772 · 478 sh | 478 | $51.5K | <0.01% | +72.6% |
| 773 | Pflug Koory#773 · 473 sh | 473 | $51.0K | — | 0.0% |
| 774 | Wilkerson Advisory Group#774 · 470 sh | 470 | $50.7K | — | +11.4% |
| 775 | Fortis Group Advisors#775 · 458 sh | 458 | $49.4K | <0.01% | 0.0% |
| 776 | Paladin Advisory Group#776 · 449 sh | 449 | $48.4K | 0.03% | 0.0% |
| 777 | SJS Investment Consulting#777 · 436 sh | 436 | $47.0K | — | +0.7% |
| 778 | BROWN, LISLE/CUMMINGS#778 · 423 sh | 423 | $45.6K | — | 0.0% |
| 779 | BankPlus Department#779 · 422 sh | 422 | $45.5K | 0.01% | 0.0% |
| 780 | Covestor Ltd#780 · 418 sh | 418 | $45.0K | 0.03% | +19.1% |
| 781 | AMERICAN NATIONAL BANK#781 · 417 sh | 417 | $44.9K | — | +19.5% |
| 782 | NBC SECURITIES#782 · 416 sh | 416 | $44.8K | — | +2.7% |
| 783 | Anchor Investment Management#783 · 414 sh | 414 | $44.6K | <0.01% | 0.0% |
| 784 | Gould Capital#784 · 408 sh | 408 | $44.0K | 0.02% | 0.0% |
| 785 | LOOMIS SAYLES & L P#785 · 397 sh | 397 | $42.8K | <0.01% | New |
| 786 | MILLER WEALTH ADVISORS#786 · 396 sh | 396 | $42.7K | 0.02% | 0.0% |
| 787 | Owl Creek Wealth Partners#787 · 395 sh | 395 | $42.6K | — | +2.6% |
| 788 | MCF Advisors#788 · 394 sh | 394 | $42.5K | <0.01% | 0.0% |
| 789 | Comprehensive Financial Planning#789 · 381 sh | 381 | $41.1K | 0.02% | 0.0% |
| 790 | FWL INVESTMENT MANAGEMENT#790 · 380 sh | 380 | $41.0K | <0.01% | 0.0% |
| 791 | GILL CAPITAL PARTNERS#791 · 374 sh | 374 | $40.3K | — | +100.0% |
| 792 | TD Capital Management#792 · 369 sh | 369 | $39.8K | <0.01% | +0.5% |
| 793 | Quarry#793 · 368 sh | 368 | $39.7K | <0.01% | New |
| 794 | Rossby Financial, LCC#794 · 367 sh | 367 | $39.6K | <0.01% | -48.1% |
| 795 | TOTH FINANCIAL ADVISORY#795 · 365 sh | 365 | $39.3K | — | 0.0% |
| 796 | Bogart Wealth#796 · 360 sh | 360 | $38.8K | <0.01% | +14.6% |
| 797 | Signature Equity Partners#797 · 350 sh | 350 | $37.7K | 0.02% | 0.0% |
| 798 | Basecamp Wealth Advisors#798 · 349 sh | 349 | $37.6K | <0.01% | 0.0% |
| 799 | Bell Investment Advisors#799 · 348 sh | 348 | $37.5K | <0.01% | 0.0% |
| 800 | Quest 10 Wealth Builders#800 · 334 sh | 334 | $36.0K | 0.03% | -2.3% |
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.