Donoghue Forlines
PFG icon

Donoghue Forlines’s Principal Financial Group PFG Stock Holding History

Donoghue Forlines’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
Q3 		$1.83M Buy
16,357
+510
+3% +$57.7K 0.46% 64
2026
Q2 		$1.71M Sell
15,847
-31,996
-67% -$3.25M 0.44% 86
2026
Q1 		$4.31M Buy
47,843
+31,371
+190% +$2.87M 1.19% 10
2025
Q4 		$1.45M Sell
16,472
-2,097
-11% -$177K 0.45% 92
2025
Q3 		$1.54M Sell
18,569
-685
-4% -$54.8K 0.47% 69
2025
Q2 		$1.53M Buy
19,254
+1,518
+9% +$117K 0.44% 70
2025
Q1 		$1.5M Buy
+17,736
New +$1.48M 0.47% 77
2023
Q3 		– Sell
-5,859
Closed -$444K – 272
2023
Q2 		$444K Sell
5,859
-13,522
-70% -$975K 0.14% 145
2023
Q1 		$1.44M Sell
19,381
-6,590
-25% -$559K 0.52% 37
2022
Q4 		$2.18M Buy
25,971
+10,561
+69% +$906K 0.77% 22
2022
Q3 		$1.11M Buy
+15,410
New +$1.11M 0.4% 26
2020
Q4 		– Sell
-28,666
Closed -$1.15M – 284
2020
Q3 		$1.15M Buy
+28,666
New +$1.22M 0.32% 96
2020
Q2 		– Sell
-20,955
Closed -$657K – 95
2020
Q1 		$657K Sell
20,955
-39,772
-65% -$1.88M 0.15% 49
2019
Q4 		$3.34M Sell
60,727
-15,551
-20% -$851K 0.52% 46
2019
Q3 		$4.36M Sell
76,278
-37,174
-33% -$2.09M 0.62% 41
2019
Q2 		$6.57M Buy
+113,452
New +$6.25M 0.77% 44
2018
Q4 		– Sell
-236,883
Closed -$13.9M – 118
2018
Q3 		$13.9M Sell
236,883
-50,781
-18% -$2.83M 1.08% 28
2018
Q2 		$15.2M Buy
+287,664
New +$16.7M 1.26% 47

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Donoghue Forlines's PFG Position: Q3 2026 in Review

Donoghue Forlines increased its Principal Financial Group (PFG) stake by 3.2% in Q3 2026, buying an estimated $57.7K and bringing the position to 16,357 shares worth $1.83M. The position accounts for 0.46% of the portfolio, ranked #64.

Donoghue Forlines first reported a position in PFG in Q2 2018 and has held it in 18 quarters since. The position peaked at $15.2M in Q2 2018. 523 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Donoghue Forlines held 16,357 shares of Principal Financial Group worth $1.83M as of Q3 2026.
  • Donoghue Forlines bought 510 Principal Financial Group shares in Q3 2026, an estimated $57.7K.
  • Principal Financial Group made up 0.46% of Donoghue Forlines's portfolio in Q3 2026, its #64 holding.
  • Donoghue Forlines first reported a position in Principal Financial Group in Q2 2018 and has held it in 18 quarters since.
  • Donoghue Forlines's Principal Financial Group position peaked at $15.2M in Q2 2018.
  • 523 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.