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Callan Family Office’s Principal Financial Group PFG Stock Holding History

Callan Family Office’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 		$584K Sell
6,480
-314
-5% -$28.7K 0.01% 719
2025
Q4 		$599K Buy
6,794
+895
+15% +$75.5K 0.01% 718
2025
Q3 		$489K Buy
5,899
+1,181
+25% +$94.4K 0.02% 543
2025
Q2 		$375K Buy
+4,718
New +$362K 0.01% 696
2025
Q1 		– Sell
-3,520
Closed -$272K – 629
2024
Q4 		$272K Buy
+3,520
New +$297K 0.02% 503

Other funds holding PFG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Callan Family Office's PFG Position: Q1 2026 in Review

Callan Family Office reduced its Principal Financial Group (PFG) stake by 4.6% in Q1 2026, selling an estimated $28.7K and leaving 6,480 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #719.

Callan Family Office first reported a position in PFG in Q4 2024 and has held it in 5 quarters since. The position peaked at $599K in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Callan Family Office held 6,480 shares of Principal Financial Group worth $584K as of Q1 2026.
  • Callan Family Office sold 314 Principal Financial Group shares in Q1 2026, an estimated $28.7K.
  • Principal Financial Group made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #719 holding.
  • Callan Family Office first reported a position in Principal Financial Group in Q4 2024 and has held it in 5 quarters since.
  • Callan Family Office's Principal Financial Group position peaked at $599K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.