CM
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Columbus Macro’s Principal Financial Group PFG Stock Holding History

Columbus Macro’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 		$2.72M Sell
25,195
-223
-0.9% -$22.6K 0.26% 110
2026
Q1 		$2.29M Buy
25,418
+240
+1% +$21.9K 0.24% 110
2025
Q4 		$2.22M Sell
25,178
-767
-3% -$64.7K 0.24% 115
2025
Q3 		$2.15M Buy
25,945
+295
+1% +$23.6K 0.24% 114
2025
Q2 		$2.04M Buy
25,650
+210
+0.8% +$16.1K 0.25% 116
2025
Q1 		$2.15M Sell
25,440
-213
-0.8% -$17.7K 0.28% 111
2024
Q4 		$1.99M Buy
25,653
+8,169
+47% +$688K 0.28% 114
2024
Q3 		$1.51M Sell
17,484
-569
-3% -$46K 0.55% 64
2024
Q2 		$1.42M Sell
18,053
-861
-5% -$69.9K 0.55% 62
2024
Q1 		$1.63M Sell
18,914
-1,180
-6% -$94.7K 0.62% 53
2023
Q4 		$1.58M Sell
20,094
-582
-3% -$42.2K 0.62% 48
2023
Q3 		$1.49M Sell
20,676
-1,247
-6% -$96.8K 0.63% 50
2023
Q2 		$1.68M Sell
21,923
-899
-4% -$64.8K 0.67% 44
2023
Q1 		$1.7M Sell
22,822
-311
-1% -$26.4K 0.63% 54
2022
Q4 		$1.94M Sell
23,133
-2,095
-8% -$180K 0.75% 46
2022
Q3 		$1.82M Sell
25,228
-909
-3% -$65.3K 0.75% 41
2022
Q2 		$1.75M Sell
26,137
-1,055
-4% -$74.2K 0.66% 48
2022
Q1 		$2M Buy
27,192
+177
+0.7% +$12.8K 0.68% 49
2021
Q4 		$1.95M Sell
27,015
-2,802
-9% -$196K 0.66% 47
2021
Q3 		$1.92M Sell
29,817
-1,495
-5% -$96K 0.63% 45
2021
Q2 		$1.98M Sell
31,312
-1,046
-3% -$66.9K 0.62% 49
2021
Q1 		$1.94M Sell
32,358
-6,434
-17% -$359K 0.6% 47
2020
Q4 		$1.92M Sell
38,792
-2,854
-7% -$131K 0.59% 47
2020
Q3 		$1.68M Buy
+41,646
New +$1.78M 0.51% 64
2018
Q4 		– Sell
-77,701
Closed -$4.55M – 143
2018
Q3 		$4.55M Sell
77,701
-107
-0.1% -$5.96K 1.13% 37
2018
Q2 		$4.12M Buy
+77,808
New +$4.52M 1.07% 39

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 $3.37T AUM 44.26% 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

Columbus Macro's PFG Position: Q2 2026 in Review

Columbus Macro reduced its Principal Financial Group (PFG) stake by 0.88% in Q2 2026, selling an estimated $22.6K and leaving 25,195 shares worth $2.72M. The position accounts for 0.26% of the portfolio, ranked #110.

Columbus Macro first reported a position in PFG in Q2 2018 and has held it in 26 quarters since. The position peaked at $4.55M in Q3 2018. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Columbus Macro held 25,195 shares of Principal Financial Group worth $2.72M as of Q2 2026.
  • Columbus Macro sold 223 Principal Financial Group shares in Q2 2026, an estimated $22.6K.
  • Principal Financial Group made up 0.26% of Columbus Macro's portfolio in Q2 2026, its #110 holding.
  • Columbus Macro first reported a position in Principal Financial Group in Q2 2018 and has held it in 26 quarters since.
  • Columbus Macro's Principal Financial Group position peaked at $4.55M in Q3 2018.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Columbus Macro's 13F filing for Q2 2026, filed 22 Jul 2026.