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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 $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 $3.38T 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
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

GTS Securities's PFG Position: Q2 2026 in Review

GTS Securities sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 3,271 shares — an estimated $295K sold.

GTS Securities first reported a position in PFG in Q3 2023 and held it in 8 quarters. The position peaked at $419K in Q4 2023. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • GTS Securities reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • GTS Securities sold 3,271 Principal Financial Group shares in Q2 2026, an estimated $295K.
  • GTS Securities first reported a position in Principal Financial Group in Q3 2023 and held it in 8 quarters.
  • GTS Securities's Principal Financial Group position peaked at $419K in Q4 2023.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on GTS Securities's 13F filing for Q2 2026, filed 14 Aug 2026.