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HRT Financial’s Principal Financial Group PFG Stock Holding History

HRT Financial’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
Q1 		– Sell
-48,019
Closed -$4.24M – 4506
2025
Q4 		$4.24M Buy
48,019
+17,806
+59% +$1.5M 0.01% 858
2025
Q3 		$2.5M Buy
+30,213
New +$2.42M 0.01% 1028
2025
Q1 		– Sell
-44,807
Closed -$3.47M – 3193
2024
Q4 		$3.47M Sell
44,807
-4,723
-10% -$398K 0.02% 529
2024
Q3 		$4.25M Buy
49,530
+26,543
+115% +$2.14M 0.02% 537
2024
Q2 		$1.8M Sell
22,987
-334,120
-94% -$27.1M 0.01% 777
2024
Q1 		$30.8M Buy
357,107
+303,145
+562% +$24.3M 0.19% 49
2023
Q4 		$4.25M Sell
53,962
-30,379
-36% -$2.2M 0.03% 357
2023
Q3 		$6.08M Buy
+84,341
New +$6.55M 0.06% 236
2023
Q2 		– Sell
-184,724
Closed -$13.7M – 3070
2023
Q1 		$13.7M Buy
184,724
+176,464
+2,136% +$15M 0.17% 95
2022
Q4 		$693K Buy
+8,260
New +$709K 0.01% 1211
2022
Q3 		– Sell
-29,738
Closed -$1.99M – 3324
2022
Q2 		$1.99M Buy
29,738
+25,224
+559% +$1.77M 0.02% 577
2022
Q1 		$331K Buy
+4,514
New +$327K ﹤0.01% 2170
2021
Q4 		– Sell
-26,720
Closed -$1.72M – 3864
2021
Q3 		$1.72M Buy
+26,720
New +$1.72M 0.01% 841
2021
Q2 		– Sell
-142,157
Closed -$8.52M – 3365
2021
Q1 		$8.52M Sell
142,157
-17,017
-11% -$948K 0.09% 159
2020
Q4 		$7.9M Buy
+159,174
New +$7.29M 0.16% 106
2020
Q3 		– Sell
-11,140
Closed -$462K – 2240
2020
Q2 		$462K Buy
+11,140
New +$406K 0.01% 809

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

HRT Financial's PFG Position: Q1 2026 in Review

HRT Financial sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 48,019 shares — an estimated $4.24M sold.

HRT Financial first reported a position in PFG in Q2 2020 and held it in 16 quarters. The position peaked at $30.8M in Q1 2024. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • HRT Financial reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 48,019 Principal Financial Group shares in Q1 2026, an estimated $4.24M.
  • HRT Financial first reported a position in Principal Financial Group in Q2 2020 and held it in 16 quarters.
  • HRT Financial's Principal Financial Group position peaked at $30.8M in Q1 2024.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.