Holocene Advisors
PFG icon

Holocene Advisors’s Principal Financial Group PFG Stock Holding History

Holocene Advisors’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 		– Sell
-19,232
Closed -$1.73M – 960
2026
Q1 		$1.73M Sell
19,232
-44,804
-70% -$4.1M ﹤0.01% 593
2025
Q4 		$5.65M Sell
64,036
-32,524
-34% -$2.75M 0.01% 357
2025
Q3 		$8.01M Sell
96,560
-33,517
-26% -$2.68M 0.02% 312
2025
Q2 		$10.3M Sell
130,077
-12,237
-9% -$939K 0.03% 285
2025
Q1 		$12M Buy
142,314
+17,708
+14% +$1.47M 0.04% 272
2024
Q4 		$9.65M Buy
124,606
+16,280
+15% +$1.37M 0.03% 296
2024
Q3 		$9.31M Buy
108,326
+52,077
+93% +$4.21M 0.04% 250
2024
Q2 		$4.41M Sell
56,249
-38,335
-41% -$3.11M 0.02% 356
2024
Q1 		$8.16M Buy
+94,584
New +$7.59M 0.03% 310
2023
Q1 		– Sell
-19,707
Closed -$1.65M – 846
2022
Q4 		$1.65M Buy
+19,707
New +$1.69M 0.01% 475
2021
Q2 		– Sell
-10,501
Closed -$630K – 916
2021
Q1 		$630K Sell
10,501
-17,367
-62% -$968K ﹤0.01% 733
2020
Q4 		$1.38M Sell
27,868
-4,817
-15% -$221K 0.01% 483
2020
Q3 		$1.32M Sell
32,685
-43,346
-57% -$1.85M 0.01% 455
2020
Q2 		$3.16M Sell
76,031
-48,448
-39% -$1.77M 0.03% 256
2020
Q1 		$3.9M Buy
124,479
+84,504
+211% +$4M 0.04% 190
2019
Q4 		$2.2M Buy
39,975
+3,779
+10% +$207K 0.02% 371
2019
Q3 		$2.07M Sell
36,196
-2,321
-6% -$131K 0.02% 293
2019
Q2 		$2.23M Sell
38,517
-8,664
-18% -$477K 0.03% 175
2019
Q1 		$2.37M Buy
47,181
+11,285
+31% +$559K 0.04% 152
2018
Q4 		$1.59M Buy
35,896
+14,599
+69% +$719K 0.03% 182
2018
Q3 		$1.25M Buy
21,297
+11,676
+121% +$651K 0.02% 158
2018
Q2 		$509K Sell
9,621
-2
-0% -$116 0.01% 219
2018
Q1 		$586K Sell
9,623
-3,192
-25% -$210K 0.01% 125
2017
Q4 		$904K Buy
+12,815
New +$883K 0.02% 206

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

Holocene Advisors's PFG Position: Q2 2026 in Review

Holocene Advisors sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 19,232 shares — an estimated $1.73M sold.

Holocene Advisors first reported a position in PFG in Q4 2017 and held it in 24 quarters. The position peaked at $12M in Q1 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Holocene Advisors reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Holocene Advisors sold 19,232 Principal Financial Group shares in Q2 2026, an estimated $1.73M.
  • Holocene Advisors first reported a position in Principal Financial Group in Q4 2017 and held it in 24 quarters.
  • Holocene Advisors's Principal Financial Group position peaked at $12M in Q1 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.