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IMS Capital Management’s Principal Financial Group PFG Stock Holding History

IMS Capital Management’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
Q1 		– Sell
-2,900
Closed -$224K – 142
2024
Q4 		$224K Buy
+2,900
New +$244K 0.1% 128

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IMS Capital Management's PFG Position: Q1 2025 in Review

IMS Capital Management sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 2,900 shares — an estimated $224K sold.

IMS Capital Management first reported a position in PFG in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • IMS Capital Management reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • IMS Capital Management sold 2,900 Principal Financial Group shares in Q1 2025, an estimated $224K.
  • IMS Capital Management first reported a position in Principal Financial Group in Q4 2024 and held it in 1 quarter.
  • IMS Capital Management's Principal Financial Group position peaked at $224K in Q4 2024.
  • 841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on IMS Capital Management's 13F filing for Q1 2025, filed 15 Jul 2025.