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InceptionR’s Principal Financial Group PFG Stock Holding History

InceptionR’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
-4,637
Closed -$409K – 838
2025
Q4 		$409K Sell
4,637
-2,944
-39% -$248K 0.11% 338
2025
Q3 		$629K Sell
7,581
-21,356
-74% -$1.71M 0.15% 250
2025
Q2 		$2.3M Buy
+28,937
New +$2.22M 0.53% 7
2025
Q1 		– Sell
-17,116
Closed -$1.32M – 768
2024
Q4 		$1.32M Buy
+17,116
New +$1.44M 0.3% 96
2024
Q3 		– Sell
-19,276
Closed -$1.51M – 815
2024
Q2 		$1.51M Buy
+19,276
New +$1.57M 0.43% 26
2023
Q3 		– Sell
-3,791
Closed -$288K – 533
2023
Q2 		$288K Buy
+3,791
New +$273K 0.15% 287

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

InceptionR's PFG Position: Q1 2026 in Review

InceptionR sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 4,637 shares — an estimated $409K sold.

InceptionR first reported a position in PFG in Q2 2023 and held it in 6 quarters. The position peaked at $2.3M in Q2 2025. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • InceptionR reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 4,637 Principal Financial Group shares in Q1 2026, an estimated $409K.
  • InceptionR first reported a position in Principal Financial Group in Q2 2023 and held it in 6 quarters.
  • InceptionR's Principal Financial Group position peaked at $2.3M in Q2 2025.
  • 914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

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