Brown Advisory’s Principal Financial Group PFG Stock Holding History

Brown Advisory’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 Q1	$205K	Sell	2,272 -943	-29%	-$86.2K	﹤0.01%	1330
2025 Q4	$284K	Sell	3,215 -50	-2%	-$4.22K	﹤0.01%	1225
2025 Q3	$271K	Buy	3,265 +38	+1%	+$3.04K	﹤0.01%	1238
2025 Q2	$256K	Buy	3,227 +55	+2%	+$4.22K	﹤0.01%	1213
2025 Q1	$268K	Sell	3,172 -2	-0.1%	-$166	﹤0.01%	1173
2024 Q4	$246K	Buy	3,174 +440	+16%	+$37.1K	﹤0.01%	1222
2024 Q3	$235K	Sell	2,734 -260	-9%	-$21K	﹤0.01%	1164
2024 Q2	$235K	Buy	+2,994	New	+$243K	﹤0.01%	1136
2023 Q2	–	Sell	-3,010	Closed	-$224K	–	1230
2023 Q1	$224K	Sell	3,010 -117	-4%	-$9.93K	﹤0.01%	1105
2022 Q4	$262K	Buy	3,127 +89	+3%	+$7.63K	﹤0.01%	1053
2022 Q3	$219K	Hold	3,038	–	–	﹤0.01%	1043
2022 Q2	$203K	Hold	3,038	–	–	﹤0.01%	1041
2022 Q1	$223K	Sell	3,038 -455	-13%	-$32.9K	﹤0.01%	1042
2021 Q4	$252K	Hold	3,493	–	–	﹤0.01%	1094
2021 Q3	$225K	Sell	3,493 -648	-16%	-$41.6K	﹤0.01%	1017
2021 Q2	$261K	Buy	+4,141	New	+$265K	﹤0.01%	975

Other funds holding PFG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory's PFG Position: Q1 2026 in Review

Brown Advisory reduced its Principal Financial Group (PFG) stake by 29% in Q1 2026, selling an estimated $86.2K and leaving 2,272 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Brown Advisory first reported a position in PFG in Q2 2021 and has held it in 16 quarters since. The position peaked at $284K in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Brown Advisory held 2,272 shares of Principal Financial Group worth $205K as of Q1 2026.
Brown Advisory sold 943 Principal Financial Group shares in Q1 2026, an estimated $86.2K.
Principal Financial Group made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #1330 holding.
Brown Advisory first reported a position in Principal Financial Group in Q2 2021 and has held it in 16 quarters since.
Brown Advisory's Principal Financial Group position peaked at $284K in Q4 2025.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.