GCA
PFG icon

Greenwood Capital Associates’s Principal Financial Group PFG Stock Holding History

Greenwood Capital Associates’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 		$1.12M Sell
10,424
-304
-3% -$30.9K 0.11% 153
2026
Q1 		$967K Sell
10,728
-8,639
-45% -$790K 0.11% 149
2025
Q4 		$1.71M Buy
19,367
+2,870
+17% +$242K 0.19% 114
2025
Q3 		$1.37M Sell
16,497
-451
-3% -$36K 0.16% 125
2025
Q2 		$1.35M Sell
16,948
-1,740
-9% -$134K 0.17% 116
2025
Q1 		$1.58M Buy
18,688
+1,110
+6% +$92.3K 0.21% 102
2024
Q4 		$1.36M Buy
17,578
+219
+1% +$18.5K 0.18% 108
2024
Q3 		$1.49M Buy
17,359
+422
+2% +$34.1K 0.19% 98
2024
Q2 		$1.33M Sell
16,937
-118
-0.7% -$9.58K 0.17% 116
2024
Q1 		$1.47M Sell
17,055
-13
-0.1% -$1.04K 0.2% 106
2023
Q4 		$1.34M Buy
17,068
+116
+0.7% +$8.4K 0.17% 107
2023
Q3 		$1.22M Buy
16,952
+597
+4% +$46.3K 0.18% 107
2023
Q2 		$1.24M Sell
16,355
-216
-1% -$15.6K 0.17% 105
2023
Q1 		$1.23M Buy
16,571
+2,497
+18% +$212K 0.18% 112
2022
Q4 		$1.18M Sell
14,074
-7,898
-36% -$678K 0.19% 96
2022
Q3 		$1.58M Buy
21,972
+1,040
+5% +$74.7K 0.27% 82
2022
Q2 		$1.4M Buy
20,932
+1,037
+5% +$72.9K 0.22% 83
2022
Q1 		$1.46M Buy
19,895
+7,230
+57% +$523K 0.38% 45
2021
Q4 		$916K Buy
12,665
+2,363
+23% +$165K 0.13% 134
2021
Q3 		$663K Buy
10,302
+1,115
+12% +$71.6K 0.1% 158
2021
Q2 		$581K Buy
9,187
+1,799
+24% +$115K 0.09% 172
2021
Q1 		$443K Buy
+7,388
New +$412K 0.07% 179
2015
Q1 		– Sell
-4,380
Closed -$227K – 169
2014
Q4 		$227K Buy
4,380
+50
+1% +$2.59K 0.07% 135
2014
Q3 		$227K Buy
4,330
+5
+0.1% +$262 0.07% 116
2014
Q2 		$218K Buy
+4,325
New +$204K 0.07% 123

Other funds holding PFG

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Greenwood Capital Associates's PFG Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Principal Financial Group (PFG) stake by 2.8% in Q2 2026, selling an estimated $30.9K and leaving 10,424 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #153.

Greenwood Capital Associates first reported a position in PFG in Q2 2014 and has held it in 25 quarters since. The position peaked at $1.71M in Q4 2025. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Greenwood Capital Associates held 10,424 shares of Principal Financial Group worth $1.12M as of Q2 2026.
  • Greenwood Capital Associates sold 304 Principal Financial Group shares in Q2 2026, an estimated $30.9K.
  • Principal Financial Group made up 0.11% of Greenwood Capital Associates's portfolio in Q2 2026, its #153 holding.
  • Greenwood Capital Associates first reported a position in Principal Financial Group in Q2 2014 and has held it in 25 quarters since.
  • Greenwood Capital Associates's Principal Financial Group position peaked at $1.71M in Q4 2025.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.