Capital Fund Management (CFM)
PFG icon

Capital Fund Management (CFM)’s Principal Financial Group PFG Stock Holding History

Capital Fund Management (CFM)’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
2019
Q1 		– Sell
-8,500
Closed -$375K – 2003
2018
Q4 		$375K Buy
8,500
+4,900
+136% +$241K ﹤0.01% 1515
2018
Q3 		$211K Sell
3,600
-17,400
-83% -$970K ﹤0.01% 1878
2018
Q2 		$1.11M Buy
+21,000
New +$1.22M 0.01% 1295

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

Capital Fund Management (CFM)'s PFG Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 18,292 shares — an estimated $1.61M sold.

Capital Fund Management (CFM) first reported a position in PFG in Q2 2013 and held it in 13 quarters. The position peaked at $11M in Q3 2017. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 18,292 Principal Financial Group shares in Q1 2026, an estimated $1.61M.
  • Capital Fund Management (CFM) first reported a position in Principal Financial Group in Q2 2013 and held it in 13 quarters.
  • Capital Fund Management (CFM)'s Principal Financial Group position peaked at $11M in Q3 2017.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.