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Alerus Financial’s Principal Financial Group PFG Stock Holding History

Alerus Financial’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 		$2.07M Sell
19,207
-18,140
-49% -$1.84M 0.09% 135
2026
Q1 		$3.37M Sell
37,347
-19,516
-34% -$1.78M 0.17% 81
2025
Q4 		$5.02M Buy
56,863
+3,598
+7% +$304K 0.25% 70
2025
Q3 		$4.42M Buy
53,265
+3,608
+7% +$288K 0.22% 73
2025
Q2 		$3.94M Buy
49,657
+487
+1% +$37.4K 0.28% 77
2025
Q1 		$4.15M Buy
+49,170
New +$4.09M 0.33% 68

Other funds holding PFG

BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alerus Financial's PFG Position: Q2 2026 in Review

Alerus Financial reduced its Principal Financial Group (PFG) stake by 49% in Q2 2026, selling an estimated $1.84M and leaving 19,207 shares worth $2.07M. The position accounts for 0.09% of the portfolio, ranked #135.

Alerus Financial first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.02M in Q4 2025. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Alerus Financial held 19,207 shares of Principal Financial Group worth $2.07M as of Q2 2026.
  • Alerus Financial sold 18,140 Principal Financial Group shares in Q2 2026, an estimated $1.84M.
  • Principal Financial Group made up 0.09% of Alerus Financial's portfolio in Q2 2026, its #135 holding.
  • Alerus Financial first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Alerus Financial's Principal Financial Group position peaked at $5.02M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.