Dark Forest Capital Management’s Principal Financial Group PFG Stock Holding History

Dark Forest Capital 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 Q4	–	Sell	-44,867	Closed	-$3.72M	–	1258
2025 Q3	$3.72M	Buy	44,867 +19,967	+80%	+$1.6M	0.14%	218
2025 Q2	$1.98M	Sell	24,900 -3,056	-11%	-$235K	0.08%	451
2025 Q1	$2.36M	Buy	+27,956	New	+$2.33M	0.11%	320
2024 Q4	–	Sell	-3,934	Closed	-$338K	–	1223
2024 Q3	$338K	Buy	+3,934	New	+$318K	0.04%	556
2023 Q1	–	Sell	-725	Closed	-$60.8K	–	1410
2022 Q4	$60.8K	Buy	+725	New	+$62.2K	0.02%	398
2022 Q2	–	Sell	-16	Closed	-$1K	–	1251
2022 Q1	$1K	Sell	16 -129	-89%	-$9.34K	﹤0.01%	1195
2021 Q4	$10K	Buy	145 +87	+150%	+$6.07K	﹤0.01%	938
2021 Q3	$4K	Buy	+58	New	+$3.72K	﹤0.01%	1118

Other funds holding PFG

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dark Forest Capital Management's PFG Position: Q4 2025 in Review

Dark Forest Capital Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 44,867 shares — an estimated $3.72M sold.

Dark Forest Capital Management first reported a position in PFG in Q3 2021 and held it in 8 quarters. The position peaked at $3.72M in Q3 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

Dark Forest Capital Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
Dark Forest Capital Management sold 44,867 Principal Financial Group shares in Q4 2025, an estimated $3.72M.
Dark Forest Capital Management first reported a position in Principal Financial Group in Q3 2021 and held it in 8 quarters.
Dark Forest Capital Management's Principal Financial Group position peaked at $3.72M in Q3 2025.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Dark Forest Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.