FourThought Financial Partners’s Principal Financial Group PFG Stock Holding History

FourThought Financial Partners’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	-3,485	Closed	-$307K	–	498
2025 Q4	$307K	Buy	3,485 +2	+0.1%	+$169	0.03%	320
2025 Q3	$289K	Buy	+3,483	New	+$278K	0.03%	370

Other funds holding PFG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FourThought Financial Partners's PFG Position: Q1 2026 in Review

FourThought Financial Partners sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 3,485 shares — an estimated $307K sold.

FourThought Financial Partners first reported a position in PFG in Q3 2025 and held it in 2 quarters. The position peaked at $307K in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

FourThought Financial Partners reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
FourThought Financial Partners sold 3,485 Principal Financial Group shares in Q1 2026, an estimated $307K.
FourThought Financial Partners first reported a position in Principal Financial Group in Q3 2025 and held it in 2 quarters.
FourThought Financial Partners's Principal Financial Group position peaked at $307K in Q4 2025.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.