GIM
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Goelzer Investment Management’s Principal Financial Group PFG Stock Holding History

Goelzer Investment 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
Q2 		$12.1M Sell
112,394
-4,480
-4% -$455K 0.53% 31
2026
Q1 		$10.5M Buy
116,874
+286
+0.2% +$26.1K 0.51% 34
2025
Q4 		$10.3M Buy
116,588
+394
+0.3% +$33.3K 0.48% 37
2025
Q3 		$9.63M Sell
116,194
-2,737
-2% -$219K 0.51% 38
2025
Q2 		$9.45M Sell
118,931
-1,284
-1% -$98.6K 0.52% 36
2025
Q1 		$10.1M Sell
120,215
-1,731
-1% -$144K 0.59% 30
2024
Q4 		$9.44M Sell
121,946
-2,719
-2% -$229K 0.55% 31
2024
Q3 		$10.7M Sell
124,665
-1,086
-0.9% -$87.7K 0.59% 29
2024
Q2 		$9.87M Sell
125,751
-1,234
-1% -$100K 0.55% 28
2024
Q1 		$11M Sell
126,985
-2
-0% -$161 0.62% 26
2023
Q4 		$9.99M Sell
126,987
-1,992
-2% -$144K 0.64% 28
2023
Q3 		$9.3M Sell
128,979
-2,667
-2% -$207K 0.65% 28
2023
Q2 		$9.98M Buy
131,646
+11,502
+10% +$829K 0.85% 24
2023
Q1 		$8.93M Buy
120,144
+568
+0.5% +$48.2K 0.78% 33
2022
Q4 		$10M Buy
119,576
+1,724
+1% +$148K 0.86% 26
2022
Q3 		$8.5M Buy
117,852
+2,196
+2% +$158K 0.85% 28
2022
Q2 		$7.72M Sell
115,656
-2,198
-2% -$155K 0.75% 36
2022
Q1 		$8.65M Sell
117,854
-42,184
-26% -$3.05M 0.75% 35
2021
Q4 		$11.6M Sell
160,038
-2,235
-1% -$156K 0.94% 21
2021
Q3 		$10.4M Sell
162,273
-4,511
-3% -$290K 0.92% 22
2021
Q2 		$10.5M Buy
166,784
+3,102
+2% +$198K 0.88% 27
2021
Q1 		$9.81M Sell
163,682
-6,649
-4% -$371K 0.86% 29
2020
Q4 		$8.45M Sell
170,331
-3,837
-2% -$176K 0.78% 35
2020
Q3 		$7.01M Sell
174,168
-2,489
-1% -$106K 0.65% 40
2020
Q2 		$7.34M Buy
176,657
+1,160
+0.7% +$42.3K 0.71% 33
2020
Q1 		$5.5M Sell
175,497
-174
-0.1% -$8.23K 0.63% 42
2019
Q4 		$9.66M Buy
175,671
+4,355
+3% +$238K 0.83% 30
2019
Q3 		$9.79M Sell
171,316
-3,907
-2% -$220K 0.9% 27
2019
Q2 		$10.1M Sell
175,223
-73,583
-30% -$4.05M 0.94% 25
2019
Q1 		$12.5M Buy
248,806
+2,781
+1% +$138K 1.18% 17
2018
Q4 		$10.9M Buy
246,025
+67,170
+38% +$3.31M 1.39% 11
2018
Q3 		$10.5M Sell
178,855
-340
-0.2% -$19K 1.17% 15
2018
Q2 		$9.49M Sell
179,195
-2,021
-1% -$117K 1.1% 16
2018
Q1 		$11M Sell
181,216
-3,279
-2% -$216K 1.32% 8
2017
Q4 		$13M Buy
184,495
+957
+0.5% +$65.9K 1.46% 8
2017
Q3 		$11.8M Sell
183,538
-1,036
-0.6% -$66.6K 1.39% 10
2017
Q2 		$11.8M Sell
184,574
-1,283
-0.7% -$81.4K 1.45% 9
2017
Q1 		$11.7M Buy
185,857
+1,994
+1% +$122K 1.46% 9
2016
Q4 		$10.6M Sell
183,863
-28,928
-14% -$1.62M 1.38% 13
2016
Q3 		$11M Buy
212,791
+1,310
+0.6% +$61.3K 1.48% 9
2016
Q2 		$8.69M Buy
211,481
+2,393
+1% +$101K 1.2% 17
2016
Q1 		$8.25M Buy
209,088
+68,737
+49% +$2.64M 1.18% 15
2015
Q4 		$6.31M Buy
140,351
+3,140
+2% +$153K 0.92% 26
2015
Q3 		$6.5M Buy
137,211
+715
+0.5% +$37.1K 1.03% 22
2015
Q2 		$7M Buy
136,496
+948
+0.7% +$49.2K 1.06% 20
2015
Q1 		$6.96M Buy
135,548
+471
+0.3% +$23.7K 1.05% 19
2014
Q4 		$7.02M Buy
135,077
+5,005
+4% +$259K 1.06% 20
2014
Q3 		$6.83M Buy
130,072
+560
+0.4% +$29.3K 1.13% 17
2014
Q2 		$6.54M Buy
129,512
+3,909
+3% +$184K 1.09% 21
2014
Q1 		$5.78M Buy
125,603
+8,214
+7% +$376K 1.03% 26
2013
Q4 		$5.79M Sell
117,389
-1,094
-0.9% -$52K 1.05% 26
2013
Q3 		$5.07M Sell
118,483
-117,779
-50% -$4.91M 1.04% 26
2013
Q2 		$8.85M Buy
+236,262
New +$8.64M 0.94% 30

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Goelzer Investment Management's PFG Position: Q2 2026 in Review

Goelzer Investment Management reduced its Principal Financial Group (PFG) stake by 3.8% in Q2 2026, selling an estimated $455K and leaving 112,394 shares worth $12.1M. The position accounts for 0.53% of the portfolio, ranked #31.

Goelzer Investment Management first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $13M in Q4 2017. 260 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Goelzer Investment Management held 112,394 shares of Principal Financial Group worth $12.1M as of Q2 2026.
  • Goelzer Investment Management sold 4,480 Principal Financial Group shares in Q2 2026, an estimated $455K.
  • Principal Financial Group made up 0.53% of Goelzer Investment Management's portfolio in Q2 2026, its #31 holding.
  • Goelzer Investment Management first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's Principal Financial Group position peaked at $13M in Q4 2017.
  • 260 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.