Beacon Capital Management LLC (Tennessee)’s Principal Financial Group PFG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-265	Closed	-$21.1K	–	764
2025 Q2	$21.1K	Buy	265 +1	+0.4%	+$77	﹤0.01%	495
2025 Q1	$22.3K	Buy	264 +3	+1%	+$250	﹤0.01%	459
2024 Q4	$20.2K	Sell	261 -56	-18%	-$4.72K	﹤0.01%	472
2024 Q3	$27.2K	Buy	317 +100	+46%	+$8.08K	﹤0.01%	427
2024 Q2	$17K	Buy	217 +58	+36%	+$4.71K	﹤0.01%	472
2024 Q1	$13.7K	Hold	159	–	–	﹤0.01%	522
2023 Q4	$11.5K	Hold	159	–	–	﹤0.01%	490
2023 Q3	$12.1K	Hold	159	–	–	﹤0.01%	510
2023 Q2	$12.1K	Hold	159	–	–	﹤0.01%	510
2023 Q1	$11.8K	Hold	159	–	–	﹤0.01%	463
2022 Q4	$13.3K	Buy	159 +37	+30%	+$3.17K	﹤0.01%	446
2022 Q3	$8K	Buy	+122	New	+$8.76K	﹤0.01%	520

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PFG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 265 shares — an estimated $21.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PFG in Q3 2022 and held it in 12 quarters. The position peaked at $27.2K in Q3 2024. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 265 Principal Financial Group shares in Q3 2025, an estimated $21.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Principal Financial Group in Q3 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s Principal Financial Group position peaked at $27.2K in Q3 2024.
829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.