Arcadia Investment Management’s Principal Financial Group PFG Stock Holding History

Arcadia Investment Management’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	$811	Hold	9	–	–	﹤0.01%	277
2025 Q4	$794	Buy	+9	New	+$760	﹤0.01%	286
2019 Q4	–	Sell	-2,325	Closed	-$133K	–	288
2019 Q3	$133K	Sell	2,325 -100	-4%	-$5.63K	0.04%	139
2019 Q2	$140K	Buy	2,425 +700	+41%	+$38.6K	0.04%	133
2019 Q1	$87K	Hold	1,725	–	–	0.03%	156
2018 Q4	$76K	Sell	1,725 -785	-31%	-$38.6K	0.03%	153
2018 Q3	$147K	Sell	2,510 -5,777	-70%	-$322K	0.04%	129
2018 Q2	$439K	Sell	8,287 -5,088	-38%	-$296K	0.12%	92
2018 Q1	$815K	Buy	13,375 +3,400	+34%	+$224K	0.23%	81
2017 Q4	$704K	Buy	9,975 +2,650	+36%	+$183K	0.2%	82
2017 Q3	$471K	Buy	7,325 +1,050	+17%	+$67.5K	0.14%	94
2017 Q2	$402K	Buy	6,275 +5,953	+1,849%	+$378K	0.13%	101
2017 Q1	$20K	Sell	322 -195	-38%	-$11.9K	0.01%	324
2016 Q4	$30K	Hold	517	–	–	0.01%	239
2016 Q3	$27K	Hold	517	–	–	0.01%	244
2016 Q2	$21K	Buy	517 +322	+165%	+$13.6K	0.01%	329
2016 Q1	$8K	Buy	+195	New	+$7.5K	﹤0.01%	265

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arcadia Investment Management's PFG Position: Q1 2026 in Review

Arcadia Investment Management held its Principal Financial Group (PFG) position steady in Q1 2026 at 9 shares worth $811. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Arcadia Investment Management first reported a position in PFG in Q1 2016 and has held it in 17 quarters since. The position peaked at $815K in Q1 2018. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Arcadia Investment Management held 9 shares of Principal Financial Group worth $811 as of Q1 2026.
Arcadia Investment Management left its Principal Financial Group share count unchanged in Q1 2026.
Principal Financial Group made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #277 holding.
Arcadia Investment Management first reported a position in Principal Financial Group in Q1 2016 and has held it in 17 quarters since.
Arcadia Investment Management's Principal Financial Group position peaked at $815K in Q1 2018.
914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.