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Coldstream Capital Management’s Principal Financial Group PFG Stock Holding History

Coldstream Capital Management’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
Q2 		$642K Sell
5,958
-494
-8% -$50.2K 0.01% 637
2026
Q1 		$581K Buy
6,452
+328
+5% +$30K 0.01% 663
2025
Q4 		$540K Sell
6,124
-4
-0.1% -$338 0.01% 692
2025
Q3 		$508K Buy
6,128
+362
+6% +$28.9K 0.01% 742
2025
Q2 		$458K Sell
5,766
-477
-8% -$36.6K 0.01% 697
2025
Q1 		$527K Buy
6,243
+258
+4% +$21.5K 0.01% 581
2024
Q4 		$463K Buy
5,985
+29
+0.5% +$2.44K 0.01% 636
2024
Q3 		$512K Buy
5,956
+357
+6% +$28.8K 0.01% 604
2024
Q2 		$439K Buy
5,599
+84
+2% +$6.82K 0.01% 603
2024
Q1 		$476K Buy
5,515
+21
+0.4% +$1.69K 0.01% 573
2023
Q4 		$432K Buy
5,494
+126
+2% +$9.13K 0.01% 565
2023
Q3 		$387K Buy
5,368
+43
+0.8% +$3.34K 0.01% 522
2023
Q2 		$404K Sell
5,325
-550
-9% -$39.6K 0.01% 527
2023
Q1 		$437K Sell
5,875
-86
-1% -$7.3K 0.01% 484
2022
Q4 		$500K Buy
+5,961
New +$511K 0.02% 430
2022
Q2 		$385K Buy
5,775
+977
+20% +$68.7K 0.02% 478
2022
Q1 		$352K Sell
4,798
-709
-13% -$51.3K 0.01% 503
2021
Q4 		$398K Buy
+5,507
New +$384K 0.01% 504

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coldstream Capital Management's PFG Position: Q2 2026 in Review

Coldstream Capital Management reduced its Principal Financial Group (PFG) stake by 7.7% in Q2 2026, selling an estimated $50.2K and leaving 5,958 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #637.

Coldstream Capital Management first reported a position in PFG in Q4 2021 and has held it in 18 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Coldstream Capital Management held 5,958 shares of Principal Financial Group worth $642K as of Q2 2026.
  • Coldstream Capital Management sold 494 Principal Financial Group shares in Q2 2026, an estimated $50.2K.
  • Principal Financial Group made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #637 holding.
  • Coldstream Capital Management first reported a position in Principal Financial Group in Q4 2021 and has held it in 18 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.