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Graham Capital Management’s Principal Financial Group PFG Stock Holding History

Graham 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
2025
Q4 		– Sell
-27,573
Closed -$2.29M – 1517
2025
Q3 		$2.29M Sell
27,573
-10,101
-27% -$807K 0.04% 205
2025
Q2 		$2.99M Buy
37,674
+34,683
+1,160% +$2.66M 0.05% 243
2025
Q1 		$252K Sell
2,991
-5,131
-63% -$427K ﹤0.01% 1054
2024
Q4 		$629K Buy
8,122
+5,739
+241% +$484K 0.01% 659
2024
Q3 		$205K Buy
+2,383
New +$192K ﹤0.01% 905
2024
Q2 		– Sell
-20,479
Closed -$1.77M – 1295
2024
Q1 		$1.77M Buy
20,479
+17,349
+554% +$1.39M 0.03% 271
2023
Q4 		$246K Sell
3,130
-5,632
-64% -$408K 0.01% 783
2023
Q3 		$631K Buy
8,762
+2,859
+48% +$222K 0.01% 497
2023
Q2 		$448K Buy
+5,903
New +$425K 0.01% 587
2023
Q1 		– Sell
-5,286
Closed -$444K – 1268
2022
Q4 		$444K Buy
+5,286
New +$453K 0.01% 791

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Graham Capital Management's PFG Position: Q4 2025 in Review

Graham Capital Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 27,573 shares — an estimated $2.29M sold.

Graham Capital Management first reported a position in PFG in Q4 2022 and held it in 10 quarters. The position peaked at $2.99M in Q2 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Graham Capital Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Graham Capital Management sold 27,573 Principal Financial Group shares in Q4 2025, an estimated $2.29M.
  • Graham Capital Management first reported a position in Principal Financial Group in Q4 2022 and held it in 10 quarters.
  • Graham Capital Management's Principal Financial Group position peaked at $2.99M in Q2 2025.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Graham Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.