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Compass Financial Services’s Principal Financial Group PFG Stock Holding History

Compass Financial Services’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 		– Sell
-1,693
Closed -$149K – 206
2025
Q4 		$149K Buy
1,693
+11
+0.7% +$928 0.06% 59
2025
Q3 		$139K Buy
1,682
+388
+30% +$31K 0.06% 66
2025
Q2 		$103K Buy
1,294
+213
+20% +$16.4K 0.05% 65
2025
Q1 		$91.2K Sell
1,081
-62
-5% -$5.16K 0.05% 58
2024
Q4 		$88.5K Buy
+1,143
New +$96.3K 0.05% 52

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

Compass Financial Services's PFG Position: Q1 2026 in Review

Compass Financial Services sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 1,693 shares — an estimated $149K sold.

Compass Financial Services first reported a position in PFG in Q4 2024 and held it in 5 quarters. The position peaked at $149K in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Compass Financial Services reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 1,693 Principal Financial Group shares in Q1 2026, an estimated $149K.
  • Compass Financial Services first reported a position in Principal Financial Group in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Principal Financial Group position peaked at $149K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.