AXQ Capital’s Principal Financial Group PFG Stock Holding History

AXQ Capital’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	-6,159	Closed	-$543K	–	1205
2025 Q4	$543K	Buy	+6,159	New	+$520K	0.12%	276
2025 Q3	–	Sell	-3,912	Closed	-$311K	–	771
2025 Q2	$311K	Buy	+3,912	New	+$300K	0.1%	347
2024 Q4	–	Sell	-5,816	Closed	-$500K	–	584
2024 Q3	$500K	Buy	+5,816	New	+$470K	0.15%	258
2024 Q2	–	Sell	-13,787	Closed	-$1.19M	–	661
2024 Q1	$1.19M	Buy	+13,787	New	+$1.11M	0.29%	109
2023 Q4	–	Sell	-10,000	Closed	-$721K	–	772
2023 Q3	$721K	Buy	10,000 +3,400	+52%	+$264K	0.25%	154
2023 Q2	$501K	Sell	6,600 -3,100	-32%	-$223K	0.62%	35
2023 Q1	$721K	Buy	+9,700	New	+$823K	0.29%	104

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 $3.38T AUM 44.17% 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

AXQ Capital's PFG Position: Q1 2026 in Review

AXQ Capital sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 6,159 shares — an estimated $543K sold.

AXQ Capital first reported a position in PFG in Q1 2023 and held it in 7 quarters. The position peaked at $1.19M in Q1 2024. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

AXQ Capital reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
AXQ Capital sold 6,159 Principal Financial Group shares in Q1 2026, an estimated $543K.
AXQ Capital first reported a position in Principal Financial Group in Q1 2023 and held it in 7 quarters.
AXQ Capital's Principal Financial Group position peaked at $1.19M in Q1 2024.
914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.