AlphaQuest’s Principal Financial Group PFG Stock Holding History

AlphaQuest’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 Q1	–	Sell	-30,437	Closed	-$2.68M	–	1493
2025 Q4	$2.68M	Buy	30,437 +20,709	+213%	+$1.75M	0.15%	126
2025 Q3	$807K	Sell	9,728 -11,384	-54%	-$910K	0.05%	525
2025 Q2	$1.68M	Sell	21,112 -8,195	-28%	-$629K	0.16%	134
2025 Q1	$2.47M	Buy	29,307 +106	+0.4%	+$8.82K	0.27%	55
2024 Q4	$2.26M	Buy	29,201 +4,555	+18%	+$384K	0.3%	37
2024 Q3	$2.12M	Sell	24,646 -2,410	-9%	-$195K	0.19%	122
2024 Q2	$2.12M	Buy	27,056 +13,145	+94%	+$1.07M	0.29%	74
2024 Q1	$1.2M	Sell	13,911 -8,794	-39%	-$706K	0.21%	153
2023 Q4	$1.79M	Buy	+22,705	New	+$1.64M	0.38%	17

Other funds holding PFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return