Contravisory Investment Management’s Principal Financial Group PFG Stock Holding History

Contravisory Investment 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	$82.9K	Buy	+769	New	+$78.1K	0.01%	243
2025 Q3	–	Sell	-6,184	Closed	-$491K	–	413
2025 Q2	$491K	Sell	6,184 -23	-0.4%	-$1.77K	0.1%	156
2025 Q1	$524K	Buy	+6,207	New	+$516K	0.11%	139
2023 Q2	–	Sell	-5,401	Closed	-$401K	–	358
2023 Q1	$401K	Buy	5,401 +63	+1%	+$5.34K	0.11%	122
2022 Q4	$448K	Buy	5,338 +4	+0.1%	+$343	0.12%	102
2022 Q3	$385K	Hold	5,334	–	–	0.13%	95
2022 Q2	$356K	Buy	5,334 +6	+0.1%	+$422	0.12%	112
2022 Q1	$391K	Buy	+5,328	New	+$386K	0.11%	120
2020 Q1	–	Sell	-5,567	Closed	-$306K	–	313
2019 Q4	$306K	Buy	5,567 +87	+2%	+$4.76K	0.11%	119
2019 Q3	$313K	Buy	+5,480	New	+$309K	0.12%	109

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Contravisory Investment Management's PFG Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 769 shares worth $82.9K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in PFG as recently as Q2 2025.

Contravisory Investment Management first reported a position in PFG in Q3 2019 and has held it in 10 quarters since. The position peaked at $524K in Q1 2025. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Contravisory Investment Management held 769 shares of Principal Financial Group worth $82.9K as of Q2 2026.
Principal Financial Group was a new Contravisory Investment Management position in Q2 2026.
Principal Financial Group made up 0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #243 holding.
Contravisory Investment Management first reported a position in Principal Financial Group in Q3 2019 and has held it in 10 quarters since.
Contravisory Investment Management's Principal Financial Group position peaked at $524K in Q1 2025.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.