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Capital Investment Advisors’s Principal Financial Group PFG Stock Holding History

Capital Investment Advisors’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 		$553K Buy
+6,140
New +$561K 0.01% 463

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 Investment Advisors's PFG Position: Q1 2026 in Review

Capital Investment Advisors sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 6,123 shares — an estimated $560K sold.

Capital Investment Advisors first reported a position in PFG in Q4 2015 and held it in 40 quarters. The position peaked at $632K in Q4 2015. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Capital Investment Advisors reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Capital Investment Advisors sold 6,123 Principal Financial Group shares in Q1 2026, an estimated $560K.
  • Capital Investment Advisors first reported a position in Principal Financial Group in Q4 2015 and held it in 40 quarters.
  • Capital Investment Advisors's Principal Financial Group position peaked at $632K in Q4 2015.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.