Everence Capital Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $862K | Hold |
9,570
| – | – | 0.05% | 265 |
|
|
2025
Q4 | $844K | Hold |
9,570
| – | – | 0.05% | 269 |
|
|
2025
Q3 | $793K | Buy |
9,570
+4,940
| +107% | +$395K | 0.05% | 283 |
|
|
2025
Q2 | $368K | Sell |
4,630
-2,480
| -35% | -$190K | 0.02% | 494 |
|
|
2025
Q1 | $600K | Hold |
7,110
| – | – | 0.04% | 317 |
|
|
2024
Q4 | $550K | Buy |
7,110
+2,590
| +57% | +$218K | 0.04% | 340 |
|
|
2024
Q3 | $388K | Sell |
4,520
-9,280
| -67% | -$749K | 0.02% | 499 |
|
|
2024
Q2 | $1.09K | Hold |
13,800
| – | – | 0.08% | 208 |
|
|
2024
Q1 | $1.19K | Hold |
13,800
| – | – | 0.08% | 204 |
|
|
2023
Q4 | $1.09M | Buy |
13,800
+4,720
| +52% | +$342K | 0.08% | 215 |
|
|
2023
Q3 | $654 | Buy |
9,080
+4,550
| +100% | +$353K | 0.05% | 310 |
|
|
2023
Q2 | $297K | Hold |
4,530
| – | – | 0.02% | 527 |
|
|
2023
Q1 | $337 | Hold |
4,530
| – | – | 0.03% | 493 |
|
|
2022
Q4 | $380 | Sell |
4,530
-6,640
| -59% | -$570K | 0.03% | 455 |
|
|
2022
Q3 | $806K | Hold |
11,170
| – | – | 0.07% | 230 |
|
|
2022
Q2 | $746K | Hold |
11,170
| – | – | 0.07% | 240 |
|
|
2022
Q1 | $820K | Hold |
11,170
| – | – | 0.06% | 249 |
|
|
2021
Q4 | $808K | Hold |
11,170
| – | – | 0.06% | 265 |
|
|
2021
Q3 | $719K | Hold |
11,170
| – | – | 0.06% | 268 |
|
|
2021
Q2 | $706K | Hold |
11,170
| – | – | 0.06% | 278 |
|
|
2021
Q1 | $670K | Hold |
11,170
| – | – | 0.06% | 268 |
|
|
2020
Q4 | $554K | Hold |
11,170
| – | – | 0.05% | 313 |
|
|
2020
Q3 | $450K | Hold |
11,170
| – | – | 0.05% | 328 |
|
|
2020
Q2 | $431K | Hold |
11,170
| – | – | 0.05% | 343 |
|
|
2020
Q1 | $350K | Hold |
11,170
| – | – | 0.05% | 344 |
|
|
2019
Q4 | $614K | Sell |
11,170
-9,237
| -45% | -$506K | 0.09% | 239 |
|
|
2019
Q3 | $1.17M | Hold |
20,407
| – | – | 0.19% | 116 |
|
|
2019
Q2 | $1.18M | Hold |
20,407
| – | – | 0.2% | 116 |
|
|
2019
Q1 | $1.02M | Buy |
20,407
+12,816
| +169% | +$635K | 0.18% | 126 |
|
|
2018
Q4 | $335K | Hold |
7,591
| – | – | 0.08% | 267 |
|
|
2018
Q3 | $445K | Hold |
7,591
| – | – | 0.09% | 245 |
|
|
2018
Q2 | $402K | Hold |
7,591
| – | – | 0.09% | 256 |
|
|
2018
Q1 | $462K | Hold |
7,591
| – | – | 0.1% | 233 |
|
|
2017
Q4 | $536K | Buy |
7,591
+1,091
| +17% | +$75.2K | 0.12% | 205 |
|
|
2017
Q3 | $418K | Hold |
6,500
| – | – | 0.1% | 246 |
|
|
2017
Q2 | $416K | Hold |
6,500
| – | – | 0.1% | 241 |
|
|
2017
Q1 | $410K | Hold |
6,500
| – | – | 0.11% | 230 |
|
|
2016
Q4 | $376K | Hold |
6,500
| – | – | 0.11% | 233 |
|
|
2016
Q3 | $335K | Hold |
6,500
| – | – | 0.1% | 236 |
|
|
2016
Q2 | $267K | Buy |
+6,500
| New | +$274K | 0.08% | 262 |
|
|
2013
Q4 | – | Sell |
-5,342
| Closed | -$229K | – | 275 |
|
|
2013
Q3 | $229K | Hold |
5,342
| – | – | 0.1% | 238 |
|
|
2013
Q2 | $200K | Buy |
+5,342
| New | +$195K | 0.09% | 244 |
|
Other funds holding PFG
NLI
VCM
VPM
Everence Capital Management's PFG Position: Q1 2026 in Review
Everence Capital Management held its Principal Financial Group (PFG) position steady in Q1 2026 at 9,570 shares worth $862K. The position accounts for 0.05% of the portfolio, ranked #265.
Everence Capital Management first reported a position in PFG in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.18M in Q2 2019. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Everence Capital Management held 9,570 shares of Principal Financial Group worth $862K as of Q1 2026.
- Everence Capital Management left its Principal Financial Group share count unchanged in Q1 2026.
- Principal Financial Group made up 0.05% of Everence Capital Management's portfolio in Q1 2026, its #265 holding.
- Everence Capital Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 42 quarters since.
- Everence Capital Management's Principal Financial Group position peaked at $1.18M in Q2 2019.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.