Crestline Management’s Principal Financial Group PFG Stock Holding History

Crestline 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
2025 Q1	–	Sell	-19,588	Closed	-$1.52M	–	475
2024 Q4	$1.52M	Buy	19,588 +3,453	+21%	+$291K	0.05%	335
2024 Q3	$1.39M	Buy	+16,135	New	+$1.3M	0.07%	234
2023 Q3	–	Sell	-20,000	Closed	-$1.52M	–	172
2023 Q2	$1.52M	Buy	20,000 +5,000	+33%	+$360K	0.16%	122
2023 Q1	$1.11M	Buy	+15,000	New	+$1.27M	0.13%	122
2021 Q4	–	Sell	-42,604	Closed	-$2.74M	–	255
2021 Q3	$2.74M	Buy	+42,604	New	+$2.74M	0.26%	85
2019 Q3	–	Sell	-105,186	Closed	-$6.09M	–	101
2019 Q2	$6.09M	Buy	+105,186	New	+$5.8M	0.82%	22
2018 Q2	–	Sell	-142,238	Closed	-$8.66M	–	274
2018 Q1	$8.66M	Buy	+142,238	New	+$9.36M	1.08%	4

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crestline Management's PFG Position: Q1 2025 in Review

Crestline Management sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 19,588 shares — an estimated $1.52M sold.

Crestline Management first reported a position in PFG in Q1 2018 and held it in 7 quarters. The position peaked at $8.66M in Q1 2018. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

Crestline Management reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
Crestline Management sold 19,588 Principal Financial Group shares in Q1 2025, an estimated $1.52M.
Crestline Management first reported a position in Principal Financial Group in Q1 2018 and held it in 7 quarters.
Crestline Management's Principal Financial Group position peaked at $8.66M in Q1 2018.
841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.