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Dynamic Technology Lab’s Principal Financial Group PFG Stock Holding History

Dynamic Technology Lab’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
-5,540
Closed -$467K – 1260
2025
Q1 		$467K Buy
5,540
+1,059
+24% +$88.1K 0.07% 511
2024
Q4 		$347K Buy
4,481
+1,871
+72% +$158K 0.06% 588
2024
Q3 		$224K Sell
2,610
-22,724
-90% -$1.84M 0.02% 842
2024
Q2 		$1.99M Buy
+25,334
New +$2.06M 0.22% 124
2023
Q4 		– Sell
-27,580
Closed -$1.99M – 1325
2023
Q3 		$1.99M Buy
+27,580
New +$2.14M 0.2% 94
2023
Q1 		– Sell
-57,146
Closed -$4.8M – 1418
2022
Q4 		$4.8M Buy
+57,146
New +$4.9M 0.48% 10
2021
Q4 		– Sell
-18,960
Closed -$1.22M – 1406
2021
Q3 		$1.22M Buy
+18,960
New +$1.22M 0.15% 202
2020
Q2 		– Sell
-17,193
Closed -$539K – 1260
2020
Q1 		$539K Buy
+17,193
New +$813K 0.11% 334
2018
Q3 		– Sell
-7,969
Closed -$422K – 1267
2018
Q2 		$422K Buy
+7,969
New +$463K 0.06% 527
2018
Q1 		– Sell
-13,780
Closed -$973K – 1280
2017
Q4 		$973K Buy
13,780
+7,789
+130% +$537K 0.17% 133
2017
Q3 		$385K Sell
5,991
-4,300
-42% -$277K 0.06% 571
2017
Q2 		$659K Buy
+10,291
New +$653K 0.12% 256
2016
Q2 		– Sell
-12,539
Closed -$495K – 1089
2016
Q1 		$495K Sell
12,539
-333
-3% -$12.8K 0.13% 269
2015
Q4 		$579K Buy
+12,872
New +$628K 0.17% 153
2015
Q3 		– Sell
-7,511
Closed -$385K – 988
2015
Q2 		$385K Buy
+7,511
New +$390K 0.13% 297
2015
Q1 		– Sell
-15,647
Closed -$813K – 834
2014
Q4 		$813K Buy
+15,647
New +$811K 0.41% 12

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynamic Technology Lab's PFG Position: Q2 2025 in Review

Dynamic Technology Lab sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 5,540 shares — an estimated $467K sold.

Dynamic Technology Lab first reported a position in PFG in Q4 2014 and held it in 16 quarters. The position peaked at $4.8M in Q4 2022. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Dynamic Technology Lab reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 5,540 Principal Financial Group shares in Q2 2025, an estimated $467K.
  • Dynamic Technology Lab first reported a position in Principal Financial Group in Q4 2014 and held it in 16 quarters.
  • Dynamic Technology Lab's Principal Financial Group position peaked at $4.8M in Q4 2022.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Dynamic Technology Lab's 13F filing for Q2 2025, filed 12 Aug 2025.