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Ancora Advisors’s Principal Financial Group PFG Stock Holding History

Ancora Advisors’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 		$26.6K Sell
247
-87
-26% -$8.83K ﹤0.01% 1238
2026
Q1 		$30.1K Hold
334
– – ﹤0.01% 1352
2025
Q4 		$29.5K Buy
334
+210
+169% +$17.7K ﹤0.01% 1361
2025
Q3 		$10.3K Hold
124
– – ﹤0.01% 1383
2025
Q2 		$9.85K Buy
124
+34
+38% +$2.61K ﹤0.01% 1375
2025
Q1 		$7.59K Hold
90
– – ﹤0.01% 1362
2024
Q4 		$6.97K Hold
90
– – ﹤0.01% 1400
2024
Q3 		$7.73K Hold
90
– – ﹤0.01% 1381
2024
Q2 		$7.06K Sell
90
-629
-87% -$51.1K ﹤0.01% 1386
2024
Q1 		$62.1K Hold
719
– – ﹤0.01% 909
2023
Q4 		$56.6K Buy
719
+629
+699% +$45.6K ﹤0.01% 914
2023
Q3 		$6.49K Hold
90
– – ﹤0.01% 1359
2023
Q2 		$6.83K Hold
90
– – ﹤0.01% 1335
2023
Q1 		$6.69K Sell
90
-7
-7% -$594 ﹤0.01% 1351
2022
Q4 		$9K Buy
97
+7
+8% +$600 ﹤0.01% 1366
2022
Q3 		$6K Buy
+90
New +$6.46K ﹤0.01% 1610
2018
Q4 		– Sell
-32
Closed -$2K – 1035
2018
Q3 		$2K Buy
+32
New +$1.78K ﹤0.01% 1310

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

Ancora Advisors's PFG Position: Q2 2026 in Review

Ancora Advisors reduced its Principal Financial Group (PFG) stake by 26% in Q2 2026, selling an estimated $8.83K and leaving 247 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Ancora Advisors first reported a position in PFG in Q3 2018 and has held it in 17 quarters since. The position peaked at $62.1K in Q1 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Ancora Advisors held 247 shares of Principal Financial Group worth $26.6K as of Q2 2026.
  • Ancora Advisors sold 87 Principal Financial Group shares in Q2 2026, an estimated $8.83K.
  • Principal Financial Group made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1238 holding.
  • Ancora Advisors first reported a position in Principal Financial Group in Q3 2018 and has held it in 17 quarters since.
  • Ancora Advisors's Principal Financial Group position peaked at $62.1K in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.