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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
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

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

Donoghue Forlines's PFG Position: Q1 2026 in Review

Donoghue Forlines increased its Principal Financial Group (PFG) stake by 190% in Q1 2026, buying an estimated $2.87M and bringing the position to 47,843 shares worth $4.31M. The position accounts for 1.19% of the portfolio, ranked #10.

Donoghue Forlines first reported a position in PFG in Q2 2018 and has held it in 16 quarters since. The position peaked at $15.2M in Q2 2018. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Donoghue Forlines held 47,843 shares of Principal Financial Group worth $4.31M as of Q1 2026.
  • Donoghue Forlines bought 31,371 Principal Financial Group shares in Q1 2026, an estimated $2.87M.
  • Principal Financial Group made up 1.19% of Donoghue Forlines's portfolio in Q1 2026, its #10 holding.
  • Donoghue Forlines first reported a position in Principal Financial Group in Q2 2018 and has held it in 16 quarters since.
  • Donoghue Forlines's Principal Financial Group position peaked at $15.2M in Q2 2018.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.