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Dunhill Financial’s Principal Financial Group PFG Stock Holding History

Dunhill Financial’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 		$2.31K Buy
25
+4
+19% +$366 ﹤0.01% 764
2025
Q4 		$1.89K Buy
21
+2
+11% +$169 ﹤0.01% 755
2025
Q3 		$1.6K Sell
19
-1
-5% -$80 ﹤0.01% 728
2025
Q2 		$1.6K Hold
20
– – ﹤0.01% 719
2025
Q1 		$1.73K Sell
20
-13
-39% -$1.08K ﹤0.01% 759
2024
Q4 		$2.59K Buy
33
+12
+57% +$1.01K ﹤0.01% 672
2024
Q3 		$1.77K Buy
21
+1
+5% +$81 ﹤0.01% 736
2024
Q2 		$1.59K Hold
20
– – ﹤0.01% 610
2024
Q1 		$1.72K Buy
20
+3
+18% +$241 ﹤0.01% 528
2023
Q4 		$1.32K Buy
+17
New +$1.23K ﹤0.01% 539

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

Dunhill Financial's PFG Position: Q1 2026 in Review

Dunhill Financial increased its Principal Financial Group (PFG) stake by 19% in Q1 2026, buying an estimated $366 and bringing the position to 25 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Dunhill Financial first reported a position in PFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.59K in Q4 2024. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Dunhill Financial held 25 shares of Principal Financial Group worth $2.31K as of Q1 2026.
  • Dunhill Financial bought 4 Principal Financial Group shares in Q1 2026, an estimated $366.
  • Principal Financial Group made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #764 holding.
  • Dunhill Financial first reported a position in Principal Financial Group in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's Principal Financial Group position peaked at $2.59K in Q4 2024.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.