FMII
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Farmers & Merchants Investments Inc’s Principal Financial Group PFG Stock Holding History

Farmers & Merchants Investments Inc’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 		$304K Sell
2,822
-3
-0.1% -$305 0.01% 284
2026
Q1 		$255K Buy
2,825
+90
+3% +$8.23K 0.01% 286
2025
Q4 		$241K Hold
2,735
– – 0.01% 292
2025
Q3 		$227K Sell
2,735
-170
-6% -$13.6K 0.01% 294
2025
Q2 		$231K Sell
2,905
-718
-20% -$55.1K 0.01% 294
2025
Q1 		$306K Sell
3,623
-514
-12% -$42.8K 0.01% 269
2024
Q4 		$320K Sell
4,137
-393
-9% -$33.1K 0.01% 271
2024
Q3 		$389K Buy
4,530
+834
+23% +$67.4K 0.01% 255
2024
Q2 		$290K Hold
3,696
– – 0.01% 271
2024
Q1 		$319K Hold
3,696
– – 0.01% 255
2023
Q4 		$291K Sell
3,696
-812
-18% -$58.8K 0.01% 257
2023
Q3 		$325K Buy
4,508
+170
+4% +$13.2K 0.01% 248
2023
Q2 		$329K Hold
4,338
– – 0.01% 250
2023
Q1 		$322K Hold
4,338
– – 0.01% 249
2022
Q4 		$364K Sell
4,338
-628
-13% -$53.9K 0.02% 252
2022
Q3 		$358K Buy
4,966
+31
+0.6% +$2.23K 0.02% 251
2022
Q2 		$330K Buy
4,935
+220
+5% +$15.5K 0.01% 251
2022
Q1 		$346K Sell
4,715
-240
-5% -$17.4K 0.01% 255
2021
Q4 		$358K Buy
4,955
+905
+22% +$63.2K 0.01% 256
2021
Q3 		$261K Sell
4,050
-35
-0.9% -$2.25K 0.01% 264
2021
Q2 		$258K Hold
4,085
– – 0.01% 228
2021
Q1 		$245K Hold
4,085
– – 0.01% 226
2020
Q4 		$203K Sell
4,085
-294
-7% -$13.5K 0.01% 225
2020
Q3 		$176K Buy
4,379
+150
+4% +$6.39K 0.01% 230
2020
Q2 		$176K Buy
4,229
+10
+0.2% +$365 0.01% 228
2020
Q1 		$132K Sell
4,219
-1,673
-28% -$79.1K 0.01% 229
2019
Q4 		$324K Sell
5,892
-440
-7% -$24.1K 0.02% 203
2019
Q3 		$362K Buy
6,332
+5
+0.1% +$281 0.02% 200
2019
Q2 		$366K Buy
6,327
+1,244
+24% +$68.6K 0.02% 201
2019
Q1 		$255K Sell
5,083
-383
-7% -$19K 0.02% 211
2018
Q4 		$241K Sell
5,466
-137
-2% -$6.74K 0.02% 205
2018
Q3 		$328K Sell
5,603
-222
-4% -$12.4K 0.02% 197
2018
Q2 		$308K Sell
5,825
-250
-4% -$14.5K 0.02% 205
2018
Q1 		$370K Sell
6,075
-458
-7% -$30.1K 0.03% 199
2017
Q4 		$461K Buy
6,533
+481
+8% +$33.1K 0.03% 197
2017
Q3 		$389K Buy
6,052
+557
+10% +$35.8K 0.03% 201
2017
Q2 		$352K Buy
5,495
+1,892
+53% +$120K 0.03% 208
2017
Q1 		$227K Sell
3,603
-555
-13% -$33.9K 0.02% 225
2016
Q4 		$241K Buy
4,158
+1,179
+40% +$66.1K 0.02% 231
2016
Q3 		$153K Hold
2,979
– – 0.02% 227
2016
Q2 		$122K Hold
2,979
– – 0.01% 227
2016
Q1 		$118K Sell
2,979
-393
-12% -$15.1K 0.01% 226
2015
Q4 		$152K Sell
3,372
-257
-7% -$12.5K 0.02% 228
2015
Q3 		$172K Buy
3,629
+434
+14% +$22.5K 0.02% 208
2015
Q2 		$164K Sell
3,195
-263
-8% -$13.6K 0.02% 216
2015
Q1 		$178K Hold
3,458
– – 0.02% 207
2014
Q4 		$180K Buy
3,458
+237
+7% +$12.3K 0.02% 205
2014
Q3 		$169K Hold
3,221
– – 0.02% 209
2014
Q2 		$163K Sell
3,221
-543
-14% -$25.6K 0.02% 210
2014
Q1 		$173K Hold
3,764
– – 0.02% 212
2013
Q4 		$186K Sell
3,764
-927
-20% -$44K 0.03% 208
2013
Q3 		$201K Hold
4,691
– – 0.03% 197
2013
Q2 		$176K Buy
+4,691
New +$172K 0.03% 206

Other funds holding PFG

BlackRock
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Farmers & Merchants Investments Inc's PFG Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Principal Financial Group (PFG) stake by 0.11% in Q2 2026, selling an estimated $305 and leaving 2,822 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #284.

Farmers & Merchants Investments Inc first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $461K in Q4 2017. 550 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Farmers & Merchants Investments Inc held 2,822 shares of Principal Financial Group worth $304K as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 3 Principal Financial Group shares in Q2 2026, an estimated $305.
  • Principal Financial Group made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #284 holding.
  • Farmers & Merchants Investments Inc first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • Farmers & Merchants Investments Inc's Principal Financial Group position peaked at $461K in Q4 2017.
  • 550 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.