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Bridgefront Capital’s Principal Financial Group PFG Stock Holding History

Bridgefront 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
2025
Q2 		– Sell
-6,737
Closed -$568K – 794
2025
Q1 		$568K Buy
+6,737
New +$560K 0.16% 219
2023
Q3 		– Sell
-11,425
Closed -$866K – 558
2023
Q2 		$866K Buy
+11,425
New +$824K 0.47% 37
2022
Q4 		– Sell
-9,430
Closed -$680K – 480
2022
Q3 		$680K Buy
+9,430
New +$677K 0.7% 18
2021
Q1 		– Sell
-15,440
Closed -$766K – 857
2020
Q4 		$766K Buy
+15,440
New +$707K 0.26% 107

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridgefront Capital's PFG Position: Q2 2025 in Review

Bridgefront Capital sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 6,737 shares — an estimated $568K sold.

Bridgefront Capital first reported a position in PFG in Q4 2020 and held it in 4 quarters. The position peaked at $866K in Q2 2023. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Bridgefront Capital reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Bridgefront Capital sold 6,737 Principal Financial Group shares in Q2 2025, an estimated $568K.
  • Bridgefront Capital first reported a position in Principal Financial Group in Q4 2020 and held it in 4 quarters.
  • Bridgefront Capital's Principal Financial Group position peaked at $866K in Q2 2023.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Bridgefront Capital's 13F filing for Q2 2025, filed 14 Aug 2025.