IEQ Capital’s Principal Financial Group PFG Stock Holding History

IEQ Capital’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	$5.22M	Buy	57,974 +7,515	+15%	+$687K	0.02%	499
2025 Q4	$4.45M	Buy	+50,459	New	+$4.26M	0.01%	555
2025 Q3	–	Sell	-9,062	Closed	-$720K	–	2020
2025 Q2	$720K	Sell	9,062 -10,864	-55%	-$834K	﹤0.01%	981
2025 Q1	$1.68M	Buy	19,926 +15,462	+346%	+$1.29M	0.01%	622
2024 Q4	$346K	Sell	4,464 -4,896	-52%	-$413K	﹤0.01%	978
2024 Q3	$804K	Buy	9,360 +3,086	+49%	+$249K	0.01%	604
2024 Q2	$492K	Buy	6,274 +894	+17%	+$72.6K	0.01%	657
2024 Q1	$464K	Buy	5,380 +329	+7%	+$26.4K	0.01%	646
2023 Q4	$397K	Sell	5,051 -361	-7%	-$26.1K	0.01%	642
2023 Q3	$390K	Buy	5,412 +1,267	+31%	+$98.3K	0.01%	647
2023 Q2	$314K	Sell	4,145 -1,536	-27%	-$111K	0.01%	662
2023 Q1	$422K	Buy	5,681 +2,342	+70%	+$199K	0.01%	624
2022 Q4	$280K	Sell	3,339 -196	-6%	-$16.8K	0.01%	654
2022 Q3	$255K	Buy	3,535 +494	+16%	+$35.5K	0.01%	708
2022 Q2	$203K	Sell	3,041 -537	-15%	-$37.8K	0.01%	731
2022 Q1	$263K	Buy	3,578 +596	+20%	+$43.1K	0.01%	673
2021 Q4	$216K	Sell	2,982 -231	-7%	-$16.1K	0.01%	678
2021 Q3	$207K	Buy	+3,213	New	+$206K	0.01%	666

Other funds holding PFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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