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GTS Securities’s Principal Financial Group PFG Stock Holding History

GTS Securities’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
2024
Q4 		– Sell
-3,800
Closed -$326K – 3273
2024
Q3 		$326K Sell
3,800
-700
-16% -$56.5K ﹤0.01% 3223
2024
Q2 		$353K Buy
4,500
+600
+15% +$48.7K ﹤0.01% 2987
2024
Q1 		$337K Buy
+3,900
New +$313K ﹤0.01% 2901

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GTS Securities's PFG Position: Q1 2026 in Review

GTS Securities increased its Principal Financial Group (PFG) stake by 21% in Q1 2026, buying an estimated $51.2K and bringing the position to 3,271 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #1113.

GTS Securities first reported a position in PFG in Q3 2023 and has held it in 8 quarters since. The position peaked at $419K in Q4 2023. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • GTS Securities held 3,271 shares of Principal Financial Group worth $295K as of Q1 2026.
  • GTS Securities bought 560 Principal Financial Group shares in Q1 2026, an estimated $51.2K.
  • Principal Financial Group made up 0.01% of GTS Securities's portfolio in Q1 2026, its #1113 holding.
  • GTS Securities first reported a position in Principal Financial Group in Q3 2023 and has held it in 8 quarters since.
  • GTS Securities's Principal Financial Group position peaked at $419K in Q4 2023.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on GTS Securities's 13F filing for Q1 2026, filed 15 May 2026.