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Cape Investment Advisory’s Principal Financial Group PFG Stock Holding History

Cape Investment 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
2025
Q2 		– Sell
-1
Closed -$84 – 1235
2025
Q1 		$84 Hold
1
– – ﹤0.01% 1105
2024
Q4 		$77 Buy
+1
New +$84 ﹤0.01% 1117

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cape Investment Advisory's PFG Position: Q2 2025 in Review

Cape Investment Advisory sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 1 share — an estimated $84 sold.

Cape Investment Advisory first reported a position in PFG in Q4 2024 and held it in 2 quarters. The position peaked at $84 in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Cape Investment Advisory reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 1 Principal Financial Group share in Q2 2025, an estimated $84.
  • Cape Investment Advisory first reported a position in Principal Financial Group in Q4 2024 and held it in 2 quarters.
  • Cape Investment Advisory's Principal Financial Group position peaked at $84 in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.