Amalgamated Bank’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.74M | Sell |
34,713
-4,256
| -11% | -$432K | 0.03% | 558 |
|
|
2026
Q1 | $3.51M | Sell |
38,969
-212
| -0.5% | -$19.4K | 0.03% | 558 |
|
|
2025
Q4 | $3.46M | Sell |
39,181
-241
| -0.6% | -$20.3K | 0.02% | 574 |
|
|
2025
Q3 | $3.27M | Sell |
39,422
-1,193
| -3% | -$95.4K | 0.02% | 601 |
|
|
2025
Q2 | $3.23M | Sell |
40,615
-1,225
| -3% | -$94K | 0.02% | 586 |
|
|
2025
Q1 | $3.53M | Buy |
41,840
+657
| +2% | +$54.6K | 0.03% | 531 |
|
|
2024
Q4 | $3.19M | Sell |
41,183
-1,715
| -4% | -$145K | 0.03% | 596 |
|
|
2024
Q3 | $3.69M | Sell |
42,898
-18,265
| -30% | -$1.48M | 0.03% | 535 |
|
|
2024
Q2 | $4.8M | Sell |
61,163
-6,348
| -9% | -$515K | 0.04% | 443 |
|
|
2024
Q1 | $5.83M | Buy |
67,511
+9,894
| +17% | +$794K | 0.05% | 375 |
|
|
2023
Q4 | $4.53M | Sell |
57,617
-8,726
| -13% | -$632K | 0.04% | 526 |
|
|
2023
Q3 | $4.78M | Buy |
66,343
+6,895
| +12% | +$535K | 0.04% | 466 |
|
|
2023
Q2 | $4.51M | Sell |
59,448
-773
| -1% | -$55.7K | 0.04% | 489 |
|
|
2023
Q1 | $4.48M | Sell |
60,221
-16,273
| -21% | -$1.38M | 0.04% | 493 |
|
|
2022
Q4 | $6.42M | Buy |
76,494
+14,881
| +24% | +$1.28M | 0.06% | 341 |
|
|
2022
Q3 | $4.45M | Sell |
61,613
-16,009
| -21% | -$1.15M | 0.04% | 432 |
|
|
2022
Q2 | $5.18M | Buy |
77,622
+14,321
| +23% | +$1.01M | 0.05% | 400 |
|
|
2022
Q1 | $4.65M | Sell |
63,301
-4,861
| -7% | -$352K | 0.04% | 520 |
|
|
2021
Q4 | $4.93M | Sell |
68,162
-13,431
| -16% | -$937K | 0.04% | 528 |
|
|
2021
Q3 | $5.25M | Sell |
81,593
-3,546
| -4% | -$228K | 0.04% | 472 |
|
|
2021
Q2 | $5.38M | Buy |
85,139
+70,521
| +482% | +$4.51M | 0.04% | 514 |
|
|
2021
Q1 | $876K | Sell |
14,618
-563
| -4% | -$31.4K | 0.03% | 651 |
|
|
2020
Q4 | $753K | Sell |
15,181
-37
| -0.2% | -$1.7K | 0.03% | 718 |
|
|
2020
Q3 | $613K | Sell |
15,218
-308
| -2% | -$13.1K | 0.03% | 728 |
|
|
2020
Q2 | $645K | Sell |
15,526
-24,345
| -61% | -$888K | 0.03% | 672 |
|
|
2020
Q1 | $1.25M | Sell |
39,871
-1,593
| -4% | -$75.4K | 0.03% | 522 |
|
|
2019
Q4 | $2.28M | Buy |
41,464
+2,787
| +7% | +$153K | 0.04% | 440 |
|
|
2019
Q3 | $2.21M | Sell |
38,677
-769
| -2% | -$43.3K | 0.05% | 383 |
|
|
2019
Q2 | $2.29M | Buy |
39,446
+4,025
| +11% | +$222K | 0.05% | 342 |
|
|
2019
Q1 | $1.78M | Buy |
35,421
+944
| +3% | +$46.8K | 0.04% | 452 |
|
|
2018
Q4 | $1.52M | Sell |
34,477
-883
| -2% | -$43.5K | 0.04% | 439 |
|
|
2018
Q3 | $2.07M | Sell |
35,360
-825
| -2% | -$46K | 0.05% | 350 |
|
|
2018
Q2 | $1.92M | Buy |
36,185
+2,984
| +9% | +$173K | 0.05% | 409 |
|
|
2018
Q1 | $2.02M | Sell |
33,201
-406
| -1% | -$26.7K | 0.05% | 362 |
|
|
2017
Q4 | $2.37M | Buy |
33,607
+2,992
| +10% | +$206K | 0.06% | 291 |
|
|
2017
Q3 | $1.97M | Buy |
30,615
+604
| +2% | +$38.9K | 0.06% | 306 |
|
|
2017
Q2 | $1.92M | Buy |
30,011
+11,225
| +60% | +$712K | 0.06% | 305 |
|
|
2017
Q1 | $1.19M | Buy |
18,786
+1,082
| +6% | +$66K | 0.06% | 353 |
|
|
2016
Q4 | $1.02M | Buy |
17,704
+5,085
| +40% | +$285K | 0.05% | 461 |
|
|
2016
Q3 | $650K | Buy |
12,619
+30
| +0.2% | +$1.4K | 0.04% | 600 |
|
|
2016
Q2 | $594K | Buy |
12,589
+2,215
| +21% | +$93.5K | 0.03% | 655 |
|
|
2016
Q1 | $409K | Buy |
10,374
+2,791
| +37% | +$107K | 0.04% | 658 |
|
|
2015
Q4 | $341K | Sell |
7,583
-2,523
| -25% | -$123K | 0.04% | 681 |
|
|
2015
Q3 | $478K | Buy |
10,106
+276
| +3% | +$14.3K | 0.05% | 536 |
|
|
2015
Q2 | $504K | Buy |
9,830
+592
| +6% | +$30.7K | 0.05% | 564 |
|
|
2015
Q1 | $475K | Buy |
9,238
+2,289
| +33% | +$115K | 0.06% | 440 |
|
|
2014
Q4 | $361K | Sell |
6,949
-1,046
| -13% | -$54.2K | 0.06% | 485 |
|
|
2014
Q3 | $419K | Buy |
7,995
+50
| +0.6% | +$2.62K | 0.06% | 423 |
|
|
2014
Q2 | $401K | Buy |
7,945
+846
| +12% | +$39.8K | 0.06% | 454 |
|
|
2014
Q1 | $326K | Sell |
7,099
-137
| -2% | -$6.27K | 0.06% | 512 |
|
|
2013
Q4 | $357K | Buy |
+7,236
| New | +$344K | 0.06% | 473 |
|
Other funds holding PFG
NLI
Amalgamated Bank's PFG Position: Q2 2026 in Review
Amalgamated Bank reduced its Principal Financial Group (PFG) stake by 11% in Q2 2026, selling an estimated $432K and leaving 34,713 shares worth $3.74M. The position accounts for 0.03% of the portfolio, ranked #558.
Amalgamated Bank first reported a position in PFG in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.42M in Q4 2022. 558 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Amalgamated Bank held 34,713 shares of Principal Financial Group worth $3.74M as of Q2 2026.
- Amalgamated Bank sold 4,256 Principal Financial Group shares in Q2 2026, an estimated $432K.
- Principal Financial Group made up 0.03% of Amalgamated Bank's portfolio in Q2 2026, its #558 holding.
- Amalgamated Bank first reported a position in Principal Financial Group in Q4 2013 and has held it in 51 quarters since.
- Amalgamated Bank's Principal Financial Group position peaked at $6.42M in Q4 2022.
- 558 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.