Godsey & Gibb Inc’s Principal Financial Group PFG Stock Holding History

Godsey & Gibb Inc’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	-700	Closed	-$61.7K	–	430
2025 Q4	$61.7K	Hold	700	–	–	0.01%	163
2025 Q3	$58K	Hold	700	–	–	0.01%	165
2025 Q2	$55.6K	Hold	700	–	–	0.01%	158
2025 Q1	$59.1K	Hold	700	–	–	0.01%	157
2024 Q4	$54.2K	Hold	700	–	–	0.01%	165
2024 Q3	$60.1K	Hold	700	–	–	0.01%	162
2024 Q2	$54.9K	Hold	700	–	–	0.01%	178
2024 Q1	$60.4K	Hold	700	–	–	0.01%	151
2023 Q4	$55.1K	Hold	700	–	–	0.01%	153
2023 Q3	$50.4K	Hold	700	–	–	0.01%	156
2023 Q2	$53.1K	Hold	700	–	–	0.01%	164
2023 Q1	$52K	Hold	700	–	–	0.01%	163
2022 Q4	$58.7K	Buy	+700	New	+$60K	0.01%	109

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

Godsey & Gibb Inc's PFG Position: Q1 2026 in Review

Godsey & Gibb Inc sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 700 shares — an estimated $61.7K sold.

Godsey & Gibb Inc first reported a position in PFG in Q4 2022 and held it in 13 quarters. The position peaked at $61.7K in Q4 2025. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Godsey & Gibb Inc reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
Godsey & Gibb Inc sold 700 Principal Financial Group shares in Q1 2026, an estimated $61.7K.
Godsey & Gibb Inc first reported a position in Principal Financial Group in Q4 2022 and held it in 13 quarters.
Godsey & Gibb Inc's Principal Financial Group position peaked at $61.7K in Q4 2025.
914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Godsey & Gibb Inc's 13F filing for Q1 2026, filed 20 Apr 2026.