Edgestream Partners’s Principal Financial Group PFG Stock Holding History

Edgestream Partners’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 Q2	–	Sell	-2,501	Closed	-$225K	–	1093
2026 Q1	$225K	Buy	+2,501	New	+$229K	0.01%	843
2023 Q3	–	Sell	-14,936	Closed	-$1.13M	–	935
2023 Q2	$1.13M	Buy	+14,936	New	+$1.08M	0.1%	335
2021 Q1	–	Sell	-17,920	Closed	-$889K	–	430
2020 Q4	$889K	Sell	17,920 -49,431	-73%	-$2.26M	0.04%	296
2020 Q3	$2.71M	Sell	67,351 -5,393	-7%	-$230K	0.18%	167
2020 Q2	$3.02M	Buy	72,744 +22,263	+44%	+$812K	0.16%	161
2020 Q1	$1.58M	Sell	50,481 -40,581	-45%	-$1.92M	0.15%	161
2019 Q4	$5.01M	Buy	+91,062	New	+$4.98M	0.26%	119
2018 Q3	–	Sell	-58,850	Closed	-$3.12M	–	315
2018 Q2	$3.12M	Sell	58,850 -3,390	-5%	-$197K	0.63%	47
2018 Q1	$3.79M	Buy	+62,240	New	+$4.1M	0.74%	42
2017 Q2	–	Sell	-3,733	Closed	-$236K	–	144
2017 Q1	$236K	Buy	+3,733	New	+$228K	0.1%	133

Other funds holding PFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edgestream Partners's PFG Position: Q2 2026 in Review

Edgestream Partners sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 2,501 shares — an estimated $225K sold.

Edgestream Partners first reported a position in PFG in Q1 2017 and held it in 10 quarters. The position peaked at $5.01M in Q4 2019. 956 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Edgestream Partners reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 2,501 Principal Financial Group shares in Q2 2026, an estimated $225K.
Edgestream Partners first reported a position in Principal Financial Group in Q1 2017 and held it in 10 quarters.
Edgestream Partners's Principal Financial Group position peaked at $5.01M in Q4 2019.
956 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.