CAG
PFG icon

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
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 $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

Csenge Advisory Group's PFG Position: Q1 2026 in Review

Csenge Advisory Group reduced its Principal Financial Group (PFG) stake by 5% in Q1 2026, selling an estimated $15.1K and leaving 3,167 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #575.

Csenge Advisory Group first reported a position in PFG in Q3 2017 and has held it in 20 quarters since. The position peaked at $1.06M in Q3 2017. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Csenge Advisory Group held 3,167 shares of Principal Financial Group worth $285K as of Q1 2026.
  • Csenge Advisory Group sold 165 Principal Financial Group shares in Q1 2026, an estimated $15.1K.
  • Principal Financial Group made up 0.01% of Csenge Advisory Group's portfolio in Q1 2026, its #575 holding.
  • Csenge Advisory Group first reported a position in Principal Financial Group in Q3 2017 and has held it in 20 quarters since.
  • Csenge Advisory Group's Principal Financial Group position peaked at $1.06M in Q3 2017.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.