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Binnacle Investments’s Principal Financial Group PFG Stock Holding History

Binnacle Investments’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 		$87.1K Buy
1,051
+282
+37% +$22.5K 0.05% 118
2025
Q2 		$61.1K Hold
769
– – 0.04% 130
2025
Q1 		$64.9K Buy
+769
New +$64K 0.05% 118

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Binnacle Investments's PFG Position: Q3 2025 in Review

Binnacle Investments increased its Principal Financial Group (PFG) stake by 37% in Q3 2025, buying an estimated $22.5K and bringing the position to 1,051 shares worth $87.1K. The position accounts for 0.05% of the portfolio, ranked #118.

Binnacle Investments first reported a position in PFG in Q1 2025 and has held it in 3 quarters since. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Binnacle Investments held 1,051 shares of Principal Financial Group worth $87.1K as of Q3 2025.
  • Binnacle Investments bought 282 Principal Financial Group shares in Q3 2025, an estimated $22.5K.
  • Principal Financial Group made up 0.05% of Binnacle Investments's portfolio in Q3 2025, its #118 holding.
  • Binnacle Investments first reported a position in Principal Financial Group in Q1 2025 and has held it in 3 quarters since.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.