PRINCIPAL FINANCIAL GROUP INC (PFG) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 963
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | AdvisorNet Financial#801 · 325 sh | 325 | $35.0K | — | 0.0% |
| 802 | Providence Capital Advisors#802 · 320 sh | 320 | $34.5K | <0.01% | New |
| 803 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#803 · 310 sh | 310 | $33.4K | <0.01% | -38.0% |
| 804 | First Pacific Financial#804 · 305 sh | 305 | $32.9K | — | +0.7% |
| 805 | Rialto Wealth Management#805 · 302 sh | 302 | $32.5K | <0.01% | +6.0% |
| 806 | OLD SECOND NATIONAL BANK OF AURORA#806 · 300 sh | 300 | $32.3K | — | 0.0% |
| 807 | VALLEY WEALTH MANAGERS#807 · 300 sh | 300 | $32.3K | — | 0.0% |
| 808 | THURSTON, SPRINGER, MILLER, HERD & TITAK#808 · 295 sh | 295 | $31.8K | — | 0.0% |
| 809 | Hilton Head Capital Partners#809 · 293 sh | 293 | $31.6K | — | 0.0% |
| 810 | Creative Capital Management Investments#810 · 283 sh | 283 | $30.5K | <0.01% | +20.9% |
| 811 | HOERTKORN RICHARD CHARLES#811 · 272 sh | 272 | $29.3K | 0.02% | 0.0% |
| 812 | GW&K Investment Management#812 · 265 sh | 265 | $29.0K | <0.01% | +12.3% |
| 813 | First Command Advisory Services#813 · 265 sh | 265 | $28.6K | <0.01% | -70.3% |
| 814 | Center for Financial Planning#814 · 264 sh | 264 | $28.5K | — | 0.0% |
| 815 | YANKCOM Partnership#815 · 248 sh | 248 | $26.7K | — | -12.1% |
| 816 | Fortitude Family Office#816 · 248 sh | 248 | $26.7K | — | +1.2% |
| 817 | Ancora Advisors#817 · 247 sh | 247 | $26.6K | <0.01% | -26.0% |
| 818 | Salomon & Ludwin#818 · 241 sh | 241 | $26.3K | <0.01% | 0.0% |
| 819 | Key FInancial#819 · 240 sh | 240 | $25.9K | <0.01% | +9.6% |
| 820 | VALLEY NATIONAL ADVISERS#820 · 239 sh | 239 | $25.8K | — | +1.7% |
| 821 | ST GERMAIN D J#821 · 239 sh | 239 | $25.8K | <0.01% | 0.0% |
| 822 | Grove Bank#822 · 236 sh | 236 | $25.4K | — | 0.0% |
| 823 | Caldwell#823 · 235 sh | 235 | $25.3K | <0.01% | 0.0% |
| 824 | Colonial / SC#824 · 234 sh | 234 | $25.2K | <0.01% | -22.8% |
| 825 | Triumph Capital Management#825 · 233 sh | 233 | $25.1K | — | +1.3% |
| 826 | Oakmont Advisory Group#826 · 228 sh | 228 | $24.5K | 0.02% | New |
| 827 | COUNTRY BANK#827 · 221 sh | 221 | $23.8K | <0.01% | 0.0% |
| 828 | Hughes Financial Services#828 · 218 sh | 218 | $23.5K | <0.01% | +772.0% |
| 829 | SRH ADVISORS#829 · 211 sh | 211 | $22.7K | — | 0.0% |
| 830 | ACTION POINT FINANCIAL PLANNING#830 · 212 sh | 212 | $22.7K | <0.01% | New |
| 831 | Frazier Financial Advisors#831 · 208 sh | 208 | $22.4K | 0.01% | -1.9% |
| 832 | BLUELINE ADVISORS#832 · 206 sh | 206 | $22.2K | — | 0.0% |
| 833 | Planning Strategies#833 · 206 sh | 206 | $22.2K | — | — |
| 834 | Activest Wealth Management#834 · 205 sh | 205 | $22.1K | — | -4.7% |
| 835 | Axiom Investment Management#835 · 200 sh | 200 | $21.6K | 0.01% | 0.0% |
| 836 | New England Capital Financial Advisors#836 · 200 sh | 200 | $21.6K | <0.01% | 0.0% |
| 837 | Kentucky#837 · 200 sh | 200 | $21.6K | — | 0.0% |
| 838 | UNION SAVINGS BANK#838 · 195 sh | 195 | $21.0K | — | 0.0% |
| 839 | Bruce G. Allen Investments#839 · 192 sh | 192 | $20.7K | 0.01% | +1.1% |
| 840 | LRI Investments#840 · 191 sh | 191 | $20.6K | <0.01% | +70.5% |
| 841 | SBI Securities , Ltd.#841 · 190 sh | 190 | $20.5K | — | +6.1% |
| 842 | Alpine Bank Wealth Management#842 · 189 sh | 189 | $20.4K | — | New |
| 843 | Strategic Investment Solutions#843 · 189 sh | 189 | $20.4K | <0.01% | 0.0% |
| 844 | EASTERN BANK#844 · 188 sh | 188 | $20.3K | — | 0.0% |
| 845 | Marquette Asset Management#845 · 188 sh | 188 | $20.3K | — | 0.0% |
| 846 | Smithfield#846 · 190 sh | 190 | $20.0K | <0.01% | 0.0% |
| 847 | CALDWELL SUTTER CAPITAL#847 · 180 sh | 180 | $19.4K | <0.01% | 0.0% |
| 848 | Strategic Wealth Partners, Ltd.#848 · 173 sh | 173 | $18.6K | <0.01% | 0.0% |
| 849 | Spire Wealth Management#849 · 172 sh | 172 | $18.5K | <0.01% | 0.0% |
| 850 | Institute for Wealth Management#850 · 171 sh | 171 | $18.4K | <0.01% | New |
| 851 | ALLIANZ SE#851 · 170 sh | 170 | $18.3K | <0.01% | New |
| 852 | HHM Wealth Advisors#852 · 169 sh | 169 | $18.2K | <0.01% | 0.0% |
| 853 | Synergy Investment Management#853 · 163 sh | 163 | $17.9K | <0.01% | +8050.0% |
| 854 | WHITTIER OF NEVADA#854 · 155 sh | 155 | $17.5K | <0.01% | 0.0% |
| 855 | Sachetta#855 · 162 sh | 162 | $17.5K | <0.01% | +32.8% |
| 856 | Gen-Wealth Partners#856 · 162 sh | 162 | $17.5K | <0.01% | New |
| 857 | Ares Financial Consulting#857 · 161 sh | 161 | $17.4K | — | 0.0% |
| 858 | Cornerstone Planning Group#858 · 160 sh | 160 | $17.3K | — | -0.6% |
| 859 | Buck Wealth Strategies#859 · 158 sh | 158 | $17.0K | <0.01% | New |
| 860 | HORIZON FINANCIAL SERVICES#860 · 158 sh | 158 | $17.0K | <0.01% | 0.0% |
| 861 | OF VERMONT#861 · 157 sh | 157 | $16.9K | — | — |
| 862 | WEST PACES ADVISORS#862 · 152 sh | 152 | $16.4K | — | New |
| 863 | Rosenberg Matthew Hamilton#863 · 150 sh | 150 | $16.2K | — | 0.0% |
| 864 | CoreFirst Bank#864 · 150 sh | 150 | $16.2K | <0.01% | 0.0% |
| 865 | Steigerwald, Gordon & Koch#865 · 149 sh | 149 | $16.1K | <0.01% | 0.0% |
| 866 | Community Bank, N.A.#866 · 147 sh | 147 | $15.8K | <0.01% | 0.0% |
| 867 | Private Wealth Management Group#867 · 146 sh | 146 | $15.7K | — | 0.0% |
| 868 | Holos Integrated Wealth#868 · 138 sh | 138 | $15.6K | — | 0.0% |
| 869 | BURKETT FINANCIAL SERVICES#869 · 140 sh | 140 | $15.1K | — | +0.7% |
| 870 | KELLEHER FINANCIAL ADVISORS#870 · 135 sh | 135 | $14.6K | <0.01% | New |
| 871 | PFS Partners#871 · 126 sh | 126 | $13.6K | — | +0.8% |
| 872 | Gunpowder Capital Management, dba Oliver Wealth Management#872 · 123 sh | 123 | $13.3K | <0.01% | 0.0% |
| 873 | PICTON MAHONEY ASSET MANAGEMENT#873 · 121 sh | 121 | $13.0K | <0.01% | -99.4% |
| 874 | REAP Financial Group#874 · 118 sh | 118 | $12.7K | <0.01% | +0.9% |
| 875 | CULLEN/FROST BANKERS#875 · 118 sh | 118 | $12.7K | <0.01% | 0.0% |
| 876 | Richard W. Paul & Associates#876 · 117 sh | 117 | $12.6K | <0.01% | +36.0% |
| 877 | Silver Grove Financial Group#877 · 113 sh | 113 | $12.2K | <0.01% | +76.6% |
| 878 | Asset Dedication#878 · 113 sh | 113 | $12.2K | <0.01% | 0.0% |
| 879 | KERR FINANCIAL PLANNING#879 · 112 sh | 112 | $12.0K | 0.01% | +0.9% |
| 880 | Golden State Wealth Management#880 · 111 sh | 111 | $12.0K | <0.01% | 0.0% |
| 881 | Moisand Fitzgerald Tamayo#881 · 110 sh | 110 | $11.9K | — | 0.0% |
| 882 | Fairway Wealth#882 · 105 sh | 105 | $11.3K | <0.01% | 0.0% |
| 883 | BOYD WATTERSON ASSET MANAGEMENT#883 · 103 sh | 103 | $11.1K | <0.01% | 0.0% |
| 884 | ATWOOD & PALMER#884 · 100 sh | 100 | $10.8K | — | 0.0% |
| 885 | ALBION FINANCIAL GROUP#885 · 100 sh | 100 | $10.8K | — | 0.0% |
| 886 | FIRST COMMUNITY NA#886 · 100 sh | 100 | $10.8K | — | -80.7% |
| 887 | MCDONALD PARTNERS#887 · 100 sh | 100 | $10.8K | <0.01% | New |
| 888 | Atlantic Edge Private Wealth Management#888 · 100 sh | 100 | $10.8K | — | 0.0% |
| 889 | Financial Network Wealth Advisors#889 · 100 sh | 100 | $10.8K | 0.01% | 0.0% |
| 890 | Graney & King#890 · 100 sh | 100 | $10.8K | <0.01% | 0.0% |
| 891 | Bulwark Capital#891 · 100 sh | 100 | $10.8K | — | New |
| 892 | PlanVest Financial#892 · 100 sh | 100 | $10.8K | <0.01% | 0.0% |
| 893 | Torren Management#893 · 98 sh | 98 | $10.5K | <0.01% | 0.0% |
| 894 | SOUTHERN MICHIGAN BANK &#894 · 95 sh | 95 | $10.2K | — | 0.0% |
| 895 | Kemnay Advisory Services#895 · 90 sh | 90 | $9.7K | <0.01% | +3.4% |
| 896 | Vanguard National#896 · 90 sh | 90 | $9.7K | <0.01% | 0.0% |
| 897 | James T. Borello RIA#897 · 89 sh | 89 | $9.6K | — | +3.5% |
| 898 | MEEDER ASSET MANAGEMENT#898 · 81 sh | 81 | $8.7K | <0.01% | +19.1% |
| 899 | VISION FINANCIAL MARKETS#899 · 77 sh | 77 | $8.3K | — | +1.3% |
| 900 | 1 NORTH WEALTH SERVICES#900 · 74 sh | 74 | $8.0K | <0.01% | New |
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.