Creative Planning’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.1M | Buy |
89,903
+17,416
| +24% | +$1.59M | 0.01% | 834 |
|
|
2025
Q4 | $6.39M | Buy |
72,487
+19,941
| +38% | +$1.68M | ﹤0.01% | 840 |
|
|
2025
Q3 | $4.36M | Buy |
52,546
+411
| +0.8% | +$32.9K | ﹤0.01% | 966 |
|
|
2025
Q2 | $4.14M | Buy |
52,135
+360
| +0.7% | +$27.6K | ﹤0.01% | 850 |
|
|
2025
Q1 | $4.37M | Buy |
51,775
+3,396
| +7% | +$282K | ﹤0.01% | 760 |
|
|
2024
Q4 | $3.74M | Buy |
48,379
+1,951
| +4% | +$164K | ﹤0.01% | 788 |
|
|
2024
Q3 | $3.99M | Sell |
46,428
-3,357
| -7% | -$271K | ﹤0.01% | 730 |
|
|
2024
Q2 | $3.91M | Buy |
49,785
+1,552
| +3% | +$126K | ﹤0.01% | 711 |
|
|
2024
Q1 | $4.16M | Sell |
48,233
-101
| -0.2% | -$8.11K | ﹤0.01% | 675 |
|
|
2023
Q4 | $3.8M | Buy |
48,334
+2,277
| +5% | +$165K | 0.01% | 652 |
|
|
2023
Q3 | $3.32M | Buy |
46,057
+22,865
| +99% | +$1.77M | ﹤0.01% | 659 |
|
|
2023
Q2 | $1.76M | Buy |
23,192
+975
| +4% | +$70.3K | ﹤0.01% | 880 |
|
|
2023
Q1 | $1.65M | Buy |
22,217
+435
| +2% | +$36.9K | ﹤0.01% | 859 |
|
|
2022
Q4 | $1.83M | Buy |
21,782
+2,830
| +15% | +$243K | ﹤0.01% | 780 |
|
|
2022
Q3 | $1.37M | Sell |
18,952
-1,495
| -7% | -$107K | ﹤0.01% | 826 |
|
|
2022
Q2 | $1.37M | Buy |
20,447
+2,185
| +12% | +$154K | ﹤0.01% | 845 |
|
|
2022
Q1 | $1.34M | Buy |
18,262
+1,743
| +11% | +$126K | ﹤0.01% | 857 |
|
|
2021
Q4 | $1.2M | Sell |
16,519
-6
| -0% | -$419 | ﹤0.01% | 873 |
|
|
2021
Q3 | $1.06M | Buy |
16,525
+1,118
| +7% | +$71.8K | ﹤0.01% | 917 |
|
|
2021
Q2 | $974K | Sell |
15,407
-1,121
| -7% | -$71.7K | ﹤0.01% | 945 |
|
|
2021
Q1 | $991K | Sell |
16,528
-292
| -2% | -$16.3K | ﹤0.01% | 1027 |
|
|
2020
Q4 | $834K | Buy |
16,820
+897
| +6% | +$41.1K | ﹤0.01% | 1041 |
|
|
2020
Q3 | $641K | Sell |
15,923
-738
| -4% | -$31.5K | ﹤0.01% | 1004 |
|
|
2020
Q2 | $692K | Buy |
16,661
+535
| +3% | +$19.5K | ﹤0.01% | 892 |
|
|
2020
Q1 | $505K | Buy |
16,126
+54
| +0.3% | +$2.56K | ﹤0.01% | 940 |
|
|
2019
Q4 | $884K | Buy |
16,072
+248
| +2% | +$13.6K | ﹤0.01% | 845 |
|
|
2019
Q3 | $904K | Buy |
15,824
+968
| +7% | +$54.5K | ﹤0.01% | 802 |
|
|
2019
Q2 | $860K | Buy |
14,856
+1,127
| +8% | +$62.1K | ﹤0.01% | 820 |
|
|
2019
Q1 | $689K | Buy |
13,729
+111
| +0.8% | +$5.5K | ﹤0.01% | 889 |
|
|
2018
Q4 | $601K | Buy |
13,618
+893
| +7% | +$44K | ﹤0.01% | 872 |
|
|
2018
Q3 | $746K | Buy |
12,725
+120
| +1% | +$6.69K | ﹤0.01% | 884 |
|
|
2018
Q2 | $667K | Buy |
12,605
+1,098
| +10% | +$63.8K | ﹤0.01% | 933 |
|
|
2018
Q1 | $701K | Buy |
11,507
+290
| +3% | +$19.1K | ﹤0.01% | 917 |
|
|
2017
Q4 | $791K | Sell |
11,217
-988
| -8% | -$68.1K | ﹤0.01% | 846 |
|
|
2017
Q3 | $785K | Sell |
12,205
-871
| -7% | -$56K | ﹤0.01% | 824 |
|
|
2017
Q2 | $838K | Buy |
13,076
+5
| +0% | +$317 | ﹤0.01% | 773 |
|
|
2017
Q1 | $825K | Sell |
13,071
-424
| -3% | -$25.9K | ﹤0.01% | 744 |
|
|
2016
Q4 | $781K | Buy |
13,495
+1,316
| +11% | +$73.7K | ﹤0.01% | 722 |
|
|
2016
Q3 | $627K | Buy |
12,179
+2,170
| +22% | +$101K | ﹤0.01% | 780 |
|
|
2016
Q2 | $411K | Buy |
10,009
+363
| +4% | +$15.3K | ﹤0.01% | 876 |
|
|
2016
Q1 | $381K | Buy |
9,646
+396
| +4% | +$15.2K | ﹤0.01% | 867 |
|
|
2015
Q4 | $416K | Buy |
9,250
+353
| +4% | +$17.2K | ﹤0.01% | 849 |
|
|
2015
Q3 | $421K | Buy |
+8,897
| New | +$461K | ﹤0.01% | 802 |
|
|
2015
Q2 | – | Sell |
-8,703
| Closed | -$447K | – | 2457 |
|
|
2015
Q1 | $447K | Buy |
8,703
+611
| +8% | +$30.7K | ﹤0.01% | 788 |
|
|
2014
Q4 | $420K | Buy |
8,092
+1,133
| +16% | +$58.7K | ﹤0.01% | 763 |
|
|
2014
Q3 | $365K | Sell |
6,959
-385
| -5% | -$20.1K | ﹤0.01% | 780 |
|
|
2014
Q2 | $371K | Sell |
7,344
-946
| -11% | -$44.5K | ﹤0.01% | 759 |
|
|
2014
Q1 | $381K | Buy |
8,290
+992
| +14% | +$45.4K | 0.01% | 733 |
|
|
2013
Q4 | $360K | Sell |
7,298
-1,152
| -14% | -$54.7K | 0.01% | 624 |
|
|
2013
Q3 | $362K | Buy |
8,450
+2,521
| +43% | +$105K | 0.01% | 535 |
|
|
2013
Q2 | $222K | Buy |
+5,929
| New | +$217K | 0.01% | 650 |
|
Other funds holding PFG
NLI
VCM
VPM
Creative Planning's PFG Position: Q1 2026 in Review
Creative Planning increased its Principal Financial Group (PFG) stake by 24% in Q1 2026, buying an estimated $1.59M and bringing the position to 89,903 shares worth $8.1M. The position accounts for 0.01% of the portfolio, ranked #834.
Creative Planning first reported a position in PFG in Q2 2013 and has held it in 51 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Creative Planning held 89,903 shares of Principal Financial Group worth $8.1M as of Q1 2026.
- Creative Planning bought 17,416 Principal Financial Group shares in Q1 2026, an estimated $1.59M.
- Principal Financial Group made up 0.01% of Creative Planning's portfolio in Q1 2026, its #834 holding.
- Creative Planning first reported a position in Principal Financial Group in Q2 2013 and has held it in 51 quarters since.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.