Duncker Streett & Co’s Principal Financial Group PFG Stock Holding History

Duncker Streett & Co’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 Q2	–	Sell	-1,010	Closed	-$85.2K	–	525
2025 Q1	$85.2K	Hold	1,010	–	–	0.02%	277
2024 Q4	$78.2K	Hold	1,010	–	–	0.01%	288
2024 Q3	$86.8K	Hold	1,010	–	–	0.02%	288
2024 Q2	$79.2K	Hold	1,010	–	–	0.02%	285
2024 Q1	$87.2K	Hold	1,010	–	–	0.02%	279
2023 Q4	$79.5K	Hold	1,010	–	–	0.02%	282
2023 Q3	$72.8K	Hold	1,010	–	–	0.02%	282
2023 Q2	$76.6K	Hold	1,010	–	–	0.02%	277
2023 Q1	$75.1K	Hold	1,010	–	–	0.02%	269
2022 Q4	$84.8K	Hold	1,010	–	–	0.02%	269
2022 Q3	$73K	Hold	1,010	–	–	0.02%	273
2022 Q2	$67K	Buy	+1,010	New	+$71K	0.02%	290

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Duncker Streett & Co's PFG Position: Q2 2025 in Review

Duncker Streett & Co sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 1,010 shares — an estimated $85.2K sold.

Duncker Streett & Co first reported a position in PFG in Q2 2022 and held it in 12 quarters. The position peaked at $87.2K in Q1 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

Duncker Streett & Co reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
Duncker Streett & Co sold 1,010 Principal Financial Group shares in Q2 2025, an estimated $85.2K.
Duncker Streett & Co first reported a position in Principal Financial Group in Q2 2022 and held it in 12 quarters.
Duncker Streett & Co's Principal Financial Group position peaked at $87.2K in Q1 2024.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Duncker Streett & Co's 13F filing for Q2 2025, filed 28 Jul 2025.