Bank of Montreal’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 | $15.3M | Sell |
169,381
-22,217
| -12% | -$2.03M | 0.01% | 944 |
|
|
2025
Q4 | $16.9M | Sell |
191,598
-6,050
| -3% | -$511K | 0.01% | 910 |
|
|
2025
Q3 | $16.4M | Buy |
197,648
+15,685
| +9% | +$1.25M | 0.01% | 859 |
|
|
2025
Q2 | $14.5M | Sell |
181,963
-32,654
| -15% | -$2.51M | 0.01% | 839 |
|
|
2025
Q1 | $18.1M | Sell |
214,617
-38,787
| -15% | -$3.23M | 0.01% | 739 |
|
|
2024
Q4 | $19.6M | Sell |
253,404
-250,331
| -50% | -$21.1M | 0.01% | 750 |
|
|
2024
Q3 | $43.4M | Buy |
503,735
+146,473
| +41% | +$11.8M | 0.02% | 515 |
|
|
2024
Q2 | $28.6M | Buy |
357,262
+120,100
| +51% | +$9.75M | 0.01% | 642 |
|
|
2024
Q1 | $20.5M | Buy |
237,162
+14,414
| +6% | +$1.16M | 0.01% | 731 |
|
|
2023
Q4 | $17.7M | Buy |
222,748
+51,031
| +30% | +$3.7M | 0.01% | 833 |
|
|
2023
Q3 | $13.3M | Sell |
171,717
-1,367
| -0.8% | -$106K | ﹤0.01% | 872 |
|
|
2023
Q2 | $13.2M | Sell |
173,084
-1,027
| -0.6% | -$74K | ﹤0.01% | 901 |
|
|
2023
Q1 | $12.9M | Buy |
174,111
+5,280
| +3% | +$448K | 0.01% | 838 |
|
|
2022
Q4 | $14.7M | Buy |
168,831
+17,760
| +12% | +$1.52M | 0.01% | 816 |
|
|
2022
Q3 | $10.9K | Sell |
151,071
-10,502
| -6% | -$754K | ﹤0.01% | 948 |
|
|
2022
Q2 | $11.1K | Sell |
161,573
-5,738
| -3% | -$404K | 0.01% | 1017 |
|
|
2022
Q1 | $12.5M | Sell |
167,311
-393,376
| -70% | -$28.5M | 0.01% | 1046 |
|
|
2021
Q4 | $40.6M | Sell |
560,687
-1,947,250
| -78% | -$136M | 0.02% | 500 |
|
|
2021
Q3 | $165M | Buy |
2,507,937
+855,978
| +52% | +$55M | 0.08% | 230 |
|
|
2021
Q2 | $106M | Buy |
1,651,959
+181,097
| +12% | +$11.6M | 0.05% | 297 |
|
|
2021
Q1 | $90.3M | Buy |
1,470,862
+67,194
| +5% | +$3.75M | 0.06% | 274 |
|
|
2020
Q4 | $72.7M | Buy |
1,403,668
+138,789
| +11% | +$6.36M | 0.05% | 322 |
|
|
2020
Q3 | $52.8M | Buy |
1,264,879
+225,092
| +22% | +$9.59M | 0.04% | 337 |
|
|
2020
Q2 | $41.4M | Sell |
1,039,787
-53,997
| -5% | -$1.97M | 0.04% | 370 |
|
|
2020
Q1 | $29.1M | Sell |
1,093,784
-14,461
| -1% | -$684K | 0.03% | 398 |
|
|
2019
Q4 | $61M | Buy |
1,108,245
+138,648
| +14% | +$7.59M | 0.05% | 351 |
|
|
2019
Q3 | $55.4M | Buy |
969,597
+53,219
| +6% | +$3M | 0.05% | 336 |
|
|
2019
Q2 | $53.1M | Sell |
916,378
-33,892
| -4% | -$1.87M | 0.04% | 350 |
|
|
2019
Q1 | $47.7M | Buy |
950,270
+63,987
| +7% | +$3.17M | 0.04% | 357 |
|
|
2018
Q4 | $39.1M | Buy |
886,283
+15,487
| +2% | +$762K | 0.04% | 383 |
|
|
2018
Q3 | $51M | Buy |
870,796
+101,331
| +13% | +$5.65M | 0.04% | 363 |
|
|
2018
Q2 | $40.7M | Buy |
769,465
+186,661
| +32% | +$10.8M | 0.03% | 402 |
|
|
2018
Q1 | $35.5M | Buy |
582,804
+60,867
| +12% | +$4M | 0.03% | 440 |
|
|
2017
Q4 | $36.8M | Buy |
521,937
+20,742
| +4% | +$1.43M | 0.03% | 430 |
|
|
2017
Q3 | $32.2M | Buy |
501,195
+36,442
| +8% | +$2.34M | 0.03% | 455 |
|
|
2017
Q2 | $29.8M | Sell |
464,753
-16,381
| -3% | -$1.04M | 0.03% | 476 |
|
|
2017
Q1 | $30.4M | Buy |
481,134
+181,816
| +61% | +$11.1M | 0.03% | 449 |
|
|
2016
Q4 | $17.3M | Buy |
299,318
+28,375
| +10% | +$1.59M | 0.02% | 606 |
|
|
2016
Q3 | $14M | Sell |
270,943
-320,687
| -54% | -$15M | 0.02% | 677 |
|
|
2016
Q2 | $24.3M | Buy |
591,630
+293,266
| +98% | +$12.4M | 0.03% | 480 |
|
|
2016
Q1 | $11.8M | Buy |
298,364
+38,550
| +15% | +$1.48M | 0.01% | 681 |
|
|
2015
Q4 | $11.7M | Sell |
259,814
-89,412
| -26% | -$4.36M | 0.01% | 667 |
|
|
2015
Q3 | $16.5M | Buy |
349,226
+53,554
| +18% | +$2.78M | 0.02% | 526 |
|
|
2015
Q2 | $15.2M | Buy |
295,672
+23,334
| +9% | +$1.21M | 0.02% | 625 |
|
|
2015
Q1 | $14M | Sell |
272,338
-133,108
| -33% | -$6.69M | 0.02% | 657 |
|
|
2014
Q4 | $21.1M | Sell |
405,446
-51,553
| -11% | -$2.67M | 0.02% | 457 |
|
|
2014
Q3 | $24M | Buy |
456,999
+77,040
| +20% | +$4.03M | 0.03% | 435 |
|
|
2014
Q2 | $19.2M | Buy |
379,959
+342,606
| +917% | +$16.1M | 0.02% | 507 |
|
|
2014
Q1 | $1.72M | Buy |
37,353
+1,789
| +5% | +$81.9K | ﹤0.01% | 1402 |
|
|
2013
Q4 | $1.75M | Buy |
35,564
+819
| +2% | +$38.9K | ﹤0.01% | 1233 |
|
|
2013
Q3 | $1.49M | Buy |
34,745
+8,327
| +32% | +$347K | ﹤0.01% | 1277 |
|
|
2013
Q2 | $989K | Buy |
+26,418
| New | +$966K | ﹤0.01% | 1402 |
|
Other funds holding PFG
NLI
VCM
VPM
Bank of Montreal's PFG Position: Q1 2026 in Review
Bank of Montreal reduced its Principal Financial Group (PFG) stake by 12% in Q1 2026, selling an estimated $2.03M and leaving 169,381 shares worth $15.3M. The position accounts for 0.01% of the portfolio, ranked #944.
Bank of Montreal first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $165M in Q3 2021. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Bank of Montreal held 169,381 shares of Principal Financial Group worth $15.3M as of Q1 2026.
- Bank of Montreal sold 22,217 Principal Financial Group shares in Q1 2026, an estimated $2.03M.
- Principal Financial Group made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #944 holding.
- Bank of Montreal first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Principal Financial Group position peaked at $165M in Q3 2021.
- 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.