Benin Management Corp’s Principal Financial Group PFG Stock Holding History

Benin Management Corp’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	$560K	Hold	5,200	–	–	0.11%	88
2026 Q1	$469K	Hold	5,200	–	–	0.11%	90
2025 Q4	$459K	Hold	5,200	–	–	0.1%	89
2025 Q3	$431K	Hold	5,200	–	–	0.1%	87
2025 Q2	$413K	Hold	5,200	–	–	0.11%	87
2025 Q1	$439K	Hold	5,200	–	–	0.12%	86
2024 Q4	$403K	Hold	5,200	–	–	0.11%	87
2024 Q3	$447K	Hold	5,200	–	–	0.13%	82
2024 Q2	$408K	Hold	5,200	–	–	0.12%	81
2024 Q1	$449K	Sell	5,200 -2	-0%	-$161	0.14%	68
2023 Q4	$409K	Buy	5,202 +2	+0%	+$145	0.14%	69
2023 Q3	$375K	Hold	5,200	–	–	0.14%	72
2023 Q2	$394K	Hold	5,200	–	–	0.14%	68
2023 Q1	$386K	Hold	5,200	–	–	0.15%	67
2022 Q4	$436K	Hold	5,200	–	–	0.18%	62
2022 Q3	$375K	Hold	5,200	–	–	0.16%	65
2022 Q2	$347K	Sell	5,200 -100	-2%	-$7.03K	0.13%	74
2022 Q1	$389K	Hold	5,300	–	–	0.12%	78
2021 Q4	$383K	Sell	5,300 -1,200	-18%	-$83.7K	0.12%	79
2021 Q3	$419K	Hold	6,500	–	–	0.13%	73
2021 Q2	$411K	Sell	6,500 -5,800	-47%	-$371K	0.13%	72
2021 Q1	$738K	Sell	12,300 -300	-2%	-$16.7K	0.26%	49
2020 Q4	$625K	Sell	12,600 -5,700	-31%	-$261K	0.25%	51
2020 Q3	$737K	Hold	18,300	–	–	0.33%	43
2020 Q2	$760K	Sell	18,300 -700	-4%	-$25.5K	0.34%	41
2020 Q1	$595K	Buy	19,000 +10,700	+129%	+$506K	0.31%	45
2019 Q4	$457K	Sell	8,300 -925	-10%	-$50.6K	0.19%	68
2019 Q3	$527K	Sell	9,225 -100	-1%	-$5.63K	0.22%	55
2019 Q2	$540K	Buy	+9,325	New	+$514K	0.23%	53
2017 Q1	–	Sell	-4,000	Closed	-$231K	–	103
2016 Q4	$231K	Sell	4,000 -1,300	-25%	-$72.8K	0.11%	92
2016 Q3	$273K	Sell	5,300 -1,300	-20%	-$60.8K	0.13%	85
2016 Q2	$271K	Buy	+6,600	New	+$279K	0.14%	81
2015 Q3	–	Sell	-5,900	Closed	-$303K	–	102
2015 Q2	$303K	Sell	5,900 -500	-8%	-$25.9K	0.16%	78
2015 Q1	$329K	Buy	6,400 +500	+8%	+$25.1K	0.18%	73
2014 Q4	$307K	Sell	5,900 -800	-12%	-$41.5K	0.16%	76
2014 Q3	$352K	Sell	6,700 -8,900	-57%	-$466K	0.18%	74
2014 Q2	$788K	Buy	15,600 +6,400	+70%	+$301K	0.43%	46
2014 Q1	$423K	Buy	+9,200	New	+$421K	0.26%	63

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Benin Management Corp's PFG Position: Q2 2026 in Review

Benin Management Corp held its Principal Financial Group (PFG) position steady in Q2 2026 at 5,200 shares worth $560K. The position accounts for 0.11% of the portfolio, ranked #88.

Benin Management Corp first reported a position in PFG in Q1 2014 and has held it in 38 quarters since. The position peaked at $788K in Q2 2014. 136 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Benin Management Corp held 5,200 shares of Principal Financial Group worth $560K as of Q2 2026.
Benin Management Corp left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.11% of Benin Management Corp's portfolio in Q2 2026, its #88 holding.
Benin Management Corp first reported a position in Principal Financial Group in Q1 2014 and has held it in 38 quarters since.
Benin Management Corp's Principal Financial Group position peaked at $788K in Q2 2014.
136 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Benin Management Corp's 13F filing for Q2 2026, filed 15 Jul 2026.