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Forum Financial Management’s Principal Financial Group PFG Stock Holding History

Forum Financial Management’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
-7,546
Closed -$666K – 798
2025
Q4 		$666K Buy
7,546
+11
+0.1% +$928 0.01% 365
2025
Q3 		$625K Buy
7,535
+602
+9% +$48.1K 0.01% 373
2025
Q2 		$551K Buy
6,933
+486
+8% +$37.3K 0.01% 377
2025
Q1 		$544K Buy
6,447
+2
+0% +$166 0.01% 339
2024
Q4 		$499K Hold
6,445
– – 0.01% 380
2024
Q3 		$554K Buy
6,445
+12
+0.2% +$969 0.01% 303
2024
Q2 		$505K Sell
6,433
-446
-6% -$36.2K 0.01% 301
2024
Q1 		$594K Buy
6,879
+450
+7% +$36.1K 0.01% 275
2023
Q4 		$506K Sell
6,429
-450
-7% -$32.6K 0.01% 288
2023
Q3 		$496K Hold
6,879
– – 0.01% 286
2023
Q2 		$522K Sell
6,879
-2
-0% -$144 0.01% 283
2023
Q1 		$511K Buy
6,881
+2
+0% +$170 0.01% 261
2022
Q4 		$577K Hold
6,879
– – 0.02% 223
2022
Q3 		$496K Hold
6,879
– – 0.02% 221
2022
Q2 		$459K Buy
6,879
+192
+3% +$13.5K 0.02% 249
2022
Q1 		$490K Sell
6,687
-202
-3% -$14.6K 0.02% 244
2021
Q4 		$498K Buy
+6,889
New +$481K 0.03% 251

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's PFG Position: Q1 2026 in Review

Forum Financial Management sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 7,546 shares — an estimated $666K sold.

Forum Financial Management first reported a position in PFG in Q4 2021 and held it in 17 quarters. The position peaked at $666K in Q4 2025. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Forum Financial Management reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 7,546 Principal Financial Group shares in Q1 2026, an estimated $666K.
  • Forum Financial Management first reported a position in Principal Financial Group in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Principal Financial Group position peaked at $666K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.