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Csenge Advisory Group’s Principal Financial Group PFG Stock Holding History

Csenge Advisory Group’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 		– Sell
-3,167
Closed -$285K – 815
2026
Q1 		$285K Sell
3,167
-165
-5% -$15.1K 0.01% 575
2025
Q4 		$294K Sell
3,332
-19
-0.6% -$1.6K 0.01% 571
2025
Q3 		$278K Sell
3,351
-1,240
-27% -$99.1K 0.01% 560
2025
Q2 		$358K Buy
4,591
+23
+0.5% +$1.77K 0.02% 507
2025
Q1 		$330K Sell
4,568
-24
-0.5% -$2K 0.02% 504
2024
Q4 		$355K Buy
4,592
+29
+0.6% +$2.44K 0.02% 510
2024
Q3 		$407K Sell
4,563
-470
-9% -$38K 0.02% 473
2024
Q2 		$395K Sell
5,033
-626
-11% -$50.8K 0.02% 460
2024
Q1 		$488K Buy
5,659
+86
+2% +$6.9K 0.03% 439
2023
Q4 		$438K Sell
5,573
-3,684
-40% -$267K 0.03% 432
2023
Q3 		$667K Buy
9,257
+102
+1% +$7.92K 0.05% 301
2023
Q2 		$694K Sell
9,155
-100
-1% -$7.21K 0.05% 297
2023
Q1 		$688K Buy
9,255
+958
+12% +$81.3K 0.05% 274
2022
Q4 		$696K Buy
8,297
+1,011
+14% +$86.7K 0.05% 270
2022
Q3 		$526K Buy
7,286
+242
+3% +$17.4K 0.04% 331
2022
Q2 		$470K Buy
7,044
+524
+8% +$36.9K 0.04% 350
2022
Q1 		$479K Buy
+6,520
New +$472K 0.04% 387
2018
Q4 		– Sell
-152
Closed -$7K – 1121
2018
Q3 		$7K Buy
+152
New +$8.47K ﹤0.01% 565
2018
Q1 		– Sell
-13,154
Closed -$928K – 298
2017
Q4 		$928K Sell
13,154
-3,285
-20% -$226K 0.33% 76
2017
Q3 		$1.06M Buy
+16,439
New +$1.06M 0.42% 62

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

Csenge Advisory Group's PFG Position: Q2 2026 in Review

Csenge Advisory Group sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 3,167 shares — an estimated $285K sold.

Csenge Advisory Group first reported a position in PFG in Q3 2017 and held it in 20 quarters. The position peaked at $1.06M in Q3 2017. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Csenge Advisory Group reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Csenge Advisory Group sold 3,167 Principal Financial Group shares in Q2 2026, an estimated $285K.
  • Csenge Advisory Group first reported a position in Principal Financial Group in Q3 2017 and held it in 20 quarters.
  • Csenge Advisory Group's Principal Financial Group position peaked at $1.06M in Q3 2017.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.