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Econ Financial Services’s Principal Financial Group PFG Stock Holding History

Econ Financial Services’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 		– Sell
-44,914
Closed -$3.96M – 93
2025
Q4 		$3.96M Buy
+44,914
New +$3.79M 1.99% 15

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

Econ Financial Services's PFG Position: Q1 2026 in Review

Econ Financial Services sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 44,914 shares — an estimated $3.96M sold.

Econ Financial Services first reported a position in PFG in Q4 2025 and held it in 1 quarter. The position peaked at $3.96M in Q4 2025. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Econ Financial Services reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Econ Financial Services sold 44,914 Principal Financial Group shares in Q1 2026, an estimated $3.96M.
  • Econ Financial Services first reported a position in Principal Financial Group in Q4 2025 and held it in 1 quarter.
  • Econ Financial Services's Principal Financial Group position peaked at $3.96M in Q4 2025.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.