Global Retirement Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $635K | Buy |
+5,888
| New | +$598K | 0.01% | 923 |
|
|
2025
Q4 | $333K | Buy |
3,775
+2,133
| +130% | +$180K | 0.01% | 1181 |
|
|
2025
Q3 | $136K | Buy |
1,642
+9
| +0.6% | +$719 | ﹤0.01% | 1368 |
|
|
2025
Q2 | $130K | Buy |
+1,633
| New | +$125K | ﹤0.01% | 1302 |
|
|
2024
Q4 | $95.2K | Sell |
1,230
-312
| -20% | -$26.3K | ﹤0.01% | 1293 |
|
|
2024
Q3 | $132K | Buy |
1,542
+141
| +10% | +$11.4K | ﹤0.01% | 1092 |
|
|
2024
Q2 | $110K | Buy |
1,401
+107
| +8% | +$8.69K | ﹤0.01% | 1141 |
|
|
2024
Q1 | $112K | Buy |
1,294
+201
| +18% | +$16.1K | ﹤0.01% | 1029 |
|
|
2023
Q4 | $85.4K | Sell |
1,093
-112
| -9% | -$8.11K | ﹤0.01% | 1123 |
|
|
2023
Q3 | $82.4K | Buy |
1,205
+191
| +19% | +$14.8K | ﹤0.01% | 1015 |
|
|
2023
Q2 | $76.9K | Sell |
1,014
-11
| -1% | -$793 | ﹤0.01% | 1066 |
|
|
2023
Q1 | $71.8K | Buy |
1,025
+826
| +415% | +$70.1K | ﹤0.01% | 1061 |
|
|
2022
Q4 | $16.7K | Buy |
199
+71
| +55% | +$6.09K | ﹤0.01% | 1551 |
|
|
2022
Q3 | $11K | Sell |
128
-28,849
| -100% | -$2.07M | ﹤0.01% | 1658 |
|
|
2022
Q2 | $1.94M | Sell |
28,977
-14
| -0% | -$985 | 0.16% | 150 |
|
|
2022
Q1 | $2.04M | Buy |
+28,991
| New | +$2.1M | 0.16% | 139 |
|
|
2021
Q4 | – | Sell |
-28,818
| Closed | -$1.86M | – | 1338 |
|
|
2021
Q3 | $1.86M | Buy |
28,818
+66
| +0.2% | +$4.24K | 0.18% | 119 |
|
|
2021
Q2 | $1.82M | Sell |
28,752
-160
| -0.6% | -$10.2K | 0.19% | 121 |
|
|
2021
Q1 | $1.73M | Buy |
28,912
+1,010
| +4% | +$56.3K | 0.2% | 108 |
|
|
2020
Q4 | $1.38M | Hold |
27,902
| – | – | 0.17% | 120 |
|
|
2020
Q3 | $1.12M | Hold |
27,902
| – | – | 0.16% | 135 |
|
|
2020
Q2 | $1.16M | Sell |
27,902
-19
| -0.1% | -$693 | 0.18% | 123 |
|
|
2020
Q1 | $875K | Buy |
27,921
+27,261
| +4,130% | +$1.29M | 0.17% | 129 |
|
|
2019
Q4 | $36K | Hold |
660
| – | – | 0.01% | 736 |
|
|
2019
Q3 | $38K | Hold |
660
| – | – | 0.01% | 694 |
|
|
2019
Q2 | $38K | Sell |
660
-25
| -4% | -$1.38K | 0.01% | 681 |
|
|
2019
Q1 | $34K | Hold |
685
| – | – | 0.01% | 659 |
|
|
2018
Q4 | $30K | Sell |
685
-275
| -29% | -$13.5K | 0.01% | 636 |
|
|
2018
Q3 | $56K | Sell |
960
-345
| -26% | -$19.2K | 0.01% | 529 |
|
|
2018
Q2 | $69K | Sell |
1,305
-270
| -17% | -$15.7K | 0.02% | 461 |
|
|
2018
Q1 | $96K | Hold |
1,575
| – | – | 0.03% | 383 |
|
|
2017
Q4 | $111K | Hold |
1,575
| – | – | 0.03% | 344 |
|
|
2017
Q3 | $101K | Hold |
1,575
| – | – | 0.04% | 318 |
|
|
2017
Q2 | $101K | Sell |
1,575
-930
| -37% | -$59K | 0.05% | 299 |
|
|
2017
Q1 | $158K | Buy |
2,505
+100
| +4% | +$6.1K | 0.09% | 212 |
|
|
2016
Q4 | $139K | Buy |
+2,405
| New | +$135K | 0.09% | 193 |
|
Other funds holding PFG
NLI
Global Retirement Partners's PFG Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Principal Financial Group (PFG) in Q2 2026: 5,888 shares worth $635K. The stake represents 0.01% of the portfolio and ranks #923 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PFG as recently as Q4 2025.
Global Retirement Partners first reported a position in PFG in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.04M in Q1 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Global Retirement Partners held 5,888 shares of Principal Financial Group worth $635K as of Q2 2026.
- Principal Financial Group was a new Global Retirement Partners position in Q2 2026.
- Principal Financial Group made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #923 holding.
- Global Retirement Partners first reported a position in Principal Financial Group in Q4 2016 and has held it in 36 quarters since.
- Global Retirement Partners's Principal Financial Group position peaked at $2.04M in Q1 2022.
- 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.