Flagship Harbor Advisors’s Principal Financial Group PFG Stock Holding History

Flagship Harbor Advisors’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	-431	Closed	-$38K	–	1754
2025 Q4	$38K	Buy	+431	New	+$36.4K	﹤0.01%	1144
2020 Q4	–	Sell	-113	Closed	-$4K	–	1386
2020 Q3	$4K	Hold	113	–	–	﹤0.01%	1593
2020 Q2	$4K	Hold	113	–	–	﹤0.01%	1659
2020 Q1	$4K	Hold	113	–	–	﹤0.01%	1478
2019 Q4	$6K	Hold	113	–	–	﹤0.01%	1487
2019 Q3	$6K	Hold	113	–	–	﹤0.01%	1441
2019 Q2	$6K	Hold	113	–	–	﹤0.01%	1452
2019 Q1	$5K	Sell	113 -4,079	-97%	-$202K	﹤0.01%	1503
2018 Q4	$185K	Buy	4,192 +1	+0%	+$49	0.05%	372
2018 Q3	$246K	Buy	4,191 +1	+0%	+$56	0.05%	359
2018 Q2	$221K	Hold	4,190	–	–	0.04%	368
2018 Q1	$250K	Sell	4,190 -711	-15%	-$46.8K	0.07%	281
2017 Q4	$354K	Hold	4,901	–	–	0.1%	223
2017 Q3	$327K	Buy	4,901 +101	+2%	+$6.5K	0.11%	222
2017 Q2	$314K	Hold	4,800	–	–	0.11%	221
2017 Q1	$298K	Buy	+4,800	New	+$293K	0.11%	215

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Flagship Harbor Advisors's PFG Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 431 shares — an estimated $38K sold.

Flagship Harbor Advisors first reported a position in PFG in Q1 2017 and held it in 16 quarters. The position peaked at $354K in Q4 2017. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Flagship Harbor Advisors reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 431 Principal Financial Group shares in Q1 2026, an estimated $38K.
Flagship Harbor Advisors first reported a position in Principal Financial Group in Q1 2017 and held it in 16 quarters.
Flagship Harbor Advisors's Principal Financial Group position peaked at $354K in Q4 2017.
914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.