EntryPoint Capital’s Principal Financial Group PFG Stock Holding History

EntryPoint Capital’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	-2,395	Closed	-$202K	–	771
2025 Q1	$202K	Buy	+2,395	New	+$199K	0.09%	536
2024 Q4	–	Sell	-3,030	Closed	-$260K	–	910
2024 Q3	$260K	Buy	3,030 +831	+38%	+$67.1K	0.15%	312
2024 Q2	$173K	Buy	+2,199	New	+$179K	0.25%	49
2024 Q1	–	Sell	-1,740	Closed	-$137K	–	1673
2023 Q4	$137K	Buy	+1,740	New	+$126K	0.13%	229

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EntryPoint Capital's PFG Position: Q2 2025 in Review

EntryPoint Capital sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 2,395 shares — an estimated $202K sold.

EntryPoint Capital first reported a position in PFG in Q4 2023 and held it in 4 quarters. The position peaked at $260K in Q3 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

EntryPoint Capital reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
EntryPoint Capital sold 2,395 Principal Financial Group shares in Q2 2025, an estimated $202K.
EntryPoint Capital first reported a position in Principal Financial Group in Q4 2023 and held it in 4 quarters.
EntryPoint Capital's Principal Financial Group position peaked at $260K in Q3 2024.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on EntryPoint Capital's 13F filing for Q2 2025, filed 11 Aug 2025.