EGM
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Engineers Gate Manager’s Principal Financial Group PFG Stock Holding History

Engineers Gate Manager’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
-24,890
Closed -$2.2M – 2471
2025
Q4 		$2.2M Sell
24,890
-69,368
-74% -$5.85M 0.03% 663
2025
Q3 		$7.81M Buy
94,258
+72,429
+332% +$5.79M 0.09% 284
2025
Q2 		$1.73M Sell
21,829
-61,950
-74% -$4.76M 0.02% 803
2025
Q1 		$7.07M Sell
83,779
-108,548
-56% -$9.03M 0.12% 230
2024
Q4 		$14.9M Buy
192,327
+133,212
+225% +$11.2M 0.26% 77
2024
Q3 		$5.08M Sell
59,115
-39,646
-40% -$3.2M 0.1% 290
2024
Q2 		$7.75M Sell
98,761
-9,448
-9% -$767K 0.17% 149
2024
Q1 		$9.34M Sell
108,209
-44,883
-29% -$3.6M 0.25% 86
2023
Q4 		$12M Buy
153,092
+94,462
+161% +$6.84M 0.34% 34
2023
Q3 		$4.23M Buy
58,630
+53,034
+948% +$4.12M 0.16% 152
2023
Q2 		$424K Buy
+5,596
New +$403K 0.02% 1135
2023
Q1 		– Sell
-35,552
Closed -$2.98M – 1921
2022
Q4 		$2.98M Buy
+35,552
New +$3.05M 0.18% 108
2021
Q1 		– Sell
-12,030
Closed -$597K – 2055
2020
Q4 		$597K Sell
12,030
-22,203
-65% -$1.02M 0.03% 876
2020
Q3 		$1.38M Buy
34,233
+25,084
+274% +$1.07M 0.06% 456
2020
Q2 		$380K Sell
9,149
-37,254
-80% -$1.36M 0.02% 1100
2020
Q1 		$1.45M Sell
46,403
-1,483
-3% -$70.2K 0.1% 273
2019
Q4 		$2.63M Buy
+47,886
New +$2.62M 0.12% 255
2018
Q3 		– Sell
-23,978
Closed -$1.27M – 1102
2018
Q2 		$1.27M Buy
23,978
+14,832
+162% +$862K 0.1% 305
2018
Q1 		$557K Buy
+9,146
New +$602K 0.04% 579
2016
Q4 		– Sell
-69,992
Closed -$3.6M – 701
2016
Q3 		$3.6M Buy
+69,992
New +$3.27M 0.38% 75
2016
Q2 		– Sell
-12,750
Closed -$503K – 794
2016
Q1 		$503K Buy
12,750
+6,572
+106% +$253K 0.04% 483
2015
Q4 		$278K Buy
+6,178
New +$302K 0.02% 569

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

Engineers Gate Manager's PFG Position: Q1 2026 in Review

Engineers Gate Manager sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 24,890 shares — an estimated $2.2M sold.

Engineers Gate Manager first reported a position in PFG in Q4 2015 and held it in 22 quarters. The position peaked at $14.9M in Q4 2024. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Engineers Gate Manager reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Engineers Gate Manager sold 24,890 Principal Financial Group shares in Q1 2026, an estimated $2.2M.
  • Engineers Gate Manager first reported a position in Principal Financial Group in Q4 2015 and held it in 22 quarters.
  • Engineers Gate Manager's Principal Financial Group position peaked at $14.9M in Q4 2024.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.