FCM
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Fourpath Capital Management’s Principal Financial Group PFG Stock Holding History

Fourpath Capital 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 		$367K Buy
+4,068
New +$372K 0.05% 172
2024
Q4 		– Sell
-523
Closed -$44.9K – 608
2024
Q3 		$44.9K Buy
+523
New +$42.2K 0.01% 353

Other funds holding PFG

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fourpath Capital Management's PFG Position: Q1 2026 in Review

Fourpath Capital Management opened a new position in Principal Financial Group (PFG) in Q1 2026: 4,068 shares worth $367K. The stake represents 0.05% of the portfolio and ranks #172 among its holdings. This is a return to the name: Fourpath Capital Management previously reported a position in PFG as recently as Q3 2024.

Fourpath Capital Management first reported a position in PFG in Q3 2024 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Fourpath Capital Management held 4,068 shares of Principal Financial Group worth $367K as of Q1 2026.
  • Principal Financial Group was a new Fourpath Capital Management position in Q1 2026.
  • Principal Financial Group made up 0.05% of Fourpath Capital Management's portfolio in Q1 2026, its #172 holding.
  • Fourpath Capital Management first reported a position in Principal Financial Group in Q3 2024 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.