HCP
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Hexagon Capital Partners’s Principal Financial Group PFG Stock Holding History

Hexagon Capital Partners’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
Q2 		– Sell
-534
Closed -$45.1K – 1248
2025
Q1 		$45.1K Sell
534
-38
-7% -$3.16K 0.01% 497
2024
Q4 		$44.3K Buy
572
+18
+3% +$1.52K 0.01% 516
2024
Q3 		$47.6K Buy
554
+30
+6% +$2.42K 0.01% 462
2024
Q2 		$41.1K Buy
524
+18
+4% +$1.46K 0.01% 475
2024
Q1 		$43.7K Sell
506
-41
-7% -$3.29K 0.01% 461
2023
Q4 		$43K Sell
547
-27
-5% -$1.96K 0.01% 450
2023
Q3 		$41.4K Buy
574
+19
+3% +$1.48K 0.01% 408
2023
Q2 		$42.1K Sell
555
-49
-8% -$3.53K 0.01% 412
2023
Q1 		$44.9K Sell
604
-128
-17% -$10.9K 0.01% 374
2022
Q4 		$61.4K Buy
732
+27
+4% +$2.32K 0.02% 316
2022
Q3 		$51K Buy
705
+338
+92% +$24.3K 0.02% 382
2022
Q2 		$25K Buy
367
+67
+22% +$4.71K 0.01% 492
2022
Q1 		$22K Hold
300
– – 0.01% 501
2021
Q4 		$22K Hold
300
– – 0.01% 499
2021
Q3 		$19K Hold
300
– – 0.01% 507
2021
Q2 		$19K Hold
300
– – 0.01% 476
2021
Q1 		$17K Hold
300
– – ﹤0.01% 460
2020
Q4 		$14K Hold
300
– – ﹤0.01% 445
2020
Q3 		$11K Buy
+300
New +$12.8K ﹤0.01% 442

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hexagon Capital Partners's PFG Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 534 shares — an estimated $45.1K sold.

Hexagon Capital Partners first reported a position in PFG in Q3 2020 and held it in 19 quarters. The position peaked at $61.4K in Q4 2022. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 534 Principal Financial Group shares in Q2 2025, an estimated $45.1K.
  • Hexagon Capital Partners first reported a position in Principal Financial Group in Q3 2020 and held it in 19 quarters.
  • Hexagon Capital Partners's Principal Financial Group position peaked at $61.4K in Q4 2022.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.