Anchor Investment Management’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
Q1 | $37.3K | Hold |
414
| – | – | ﹤0.01% | 628 |
|
|
2025
Q4 | $36.5K | Hold |
414
| – | – | ﹤0.01% | 642 |
|
|
2025
Q3 | $34.3K | Hold |
414
| – | – | ﹤0.01% | 646 |
|
|
2025
Q2 | $32.9K | Hold |
414
| – | – | ﹤0.01% | 640 |
|
|
2025
Q1 | $34.9K | Sell |
414
-100
| -19% | -$8.32K | ﹤0.01% | 617 |
|
|
2024
Q4 | $39.8K | Hold |
514
| – | – | ﹤0.01% | 601 |
|
|
2024
Q3 | $44.2K | Hold |
514
| – | – | ﹤0.01% | 586 |
|
|
2024
Q2 | $40.3K | Hold |
514
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $44.4K | Hold |
514
| – | – | ﹤0.01% | 554 |
|
|
2023
Q4 | $40.4K | Hold |
514
| – | – | ﹤0.01% | 552 |
|
|
2023
Q3 | $37K | Hold |
514
| – | – | ﹤0.01% | 551 |
|
|
2023
Q2 | $39K | Hold |
514
| – | – | 0.01% | 545 |
|
|
2023
Q1 | $38.2K | Hold |
514
| – | – | 0.01% | 568 |
|
|
2022
Q4 | $43.1K | Hold |
514
| – | – | 0.01% | 541 |
|
|
2022
Q3 | $37.1K | Hold |
514
| – | – | 0.01% | 552 |
|
|
2022
Q2 | $34.3K | Hold |
514
| – | – | 0.01% | 584 |
|
|
2022
Q1 | $37.7K | Hold |
514
| – | – | ﹤0.01% | 588 |
|
|
2021
Q4 | $37.2K | Hold |
514
| – | – | ﹤0.01% | 603 |
|
|
2021
Q3 | $33.1K | Buy |
514
+150
| +41% | +$9.63K | ﹤0.01% | 571 |
|
|
2021
Q2 | $23K | Hold |
364
| – | – | ﹤0.01% | 642 |
|
|
2021
Q1 | $21.8K | Hold |
364
| – | – | ﹤0.01% | 619 |
|
|
2020
Q4 | $18.1K | Hold |
364
| – | – | ﹤0.01% | 609 |
|
|
2020
Q3 | $14.7K | Hold |
364
| – | – | ﹤0.01% | 599 |
|
|
2020
Q2 | $15.1K | Hold |
364
| – | – | ﹤0.01% | 584 |
|
|
2020
Q1 | $11.4K | Buy |
364
+14
| +4% | +$662 | ﹤0.01% | 612 |
|
|
2019
Q4 | $19.3K | Sell |
350
-150
| -30% | -$8.21K | ﹤0.01% | 571 |
|
|
2019
Q3 | $28.6K | Hold |
500
| – | – | 0.01% | 518 |
|
|
2019
Q2 | $29K | Hold |
500
| – | – | 0.01% | 521 |
|
|
2019
Q1 | $25.1K | Sell |
500
-145
| -22% | -$7.19K | 0.01% | 532 |
|
|
2018
Q4 | $28.5K | Hold |
645
| – | – | 0.01% | 506 |
|
|
2018
Q3 | $37.8K | Hold |
645
| – | – | 0.01% | 509 |
|
|
2018
Q2 | $34.2K | Hold |
645
| – | – | 0.01% | 531 |
|
|
2018
Q1 | $39.3K | Hold |
645
| – | – | 0.01% | 511 |
|
|
2017
Q4 | $45.5K | Buy |
645
+150
| +30% | +$10.3K | 0.01% | 479 |
|
|
2017
Q3 | $31.8K | Buy |
495
+395
| +395% | +$25.4K | 0.01% | 505 |
|
|
2017
Q2 | $6.41K | Sell |
100
-2,860
| -97% | -$181K | ﹤0.01% | 609 |
|
|
2017
Q1 | $187K | Hold |
2,960
| – | – | 0.06% | 241 |
|
|
2016
Q4 | $171K | Hold |
2,960
| – | – | 0.06% | 240 |
|
|
2016
Q3 | $152K | Hold |
2,960
| – | – | 0.06% | 247 |
|
|
2016
Q2 | $122K | Sell |
2,960
-1,380
| -32% | -$58.3K | 0.05% | 268 |
|
|
2016
Q1 | $171K | Buy |
+4,340
| New | +$167K | 0.07% | 227 |
|
Other funds holding PFG
NLI
VCM
VPM
Anchor Investment Management's PFG Position: Q1 2026 in Review
Anchor Investment Management held its Principal Financial Group (PFG) position steady in Q1 2026 at 414 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #628.
Anchor Investment Management first reported a position in PFG in Q1 2016 and has held it in 41 quarters since. The position peaked at $187K in Q1 2017. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Anchor Investment Management held 414 shares of Principal Financial Group worth $37.3K as of Q1 2026.
- Anchor Investment Management left its Principal Financial Group share count unchanged in Q1 2026.
- Principal Financial Group made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #628 holding.
- Anchor Investment Management first reported a position in Principal Financial Group in Q1 2016 and has held it in 41 quarters since.
- Anchor Investment Management's Principal Financial Group position peaked at $187K in Q1 2017.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.