IP
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Interval Partners’s Principal Financial Group PFG Stock Holding History

Interval Partners’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
-87,808
Closed -$8.92M – 349
2026
Q1 		$7.91M Sell
87,808
-192,782
-69% -$17.6M 0.21% 121
2025
Q4 		$24.8M Buy
280,590
+140,168
+100% +$11.8M 0.44% 66
2025
Q3 		$11.6M Sell
140,422
-36,884
-21% -$2.95M 0.19% 117
2025
Q2 		$14.1M Buy
177,306
+98,282
+124% +$7.54M 0.24% 105
2025
Q1 		$6.67M Sell
79,024
-34,971
-31% -$2.91M 0.14% 138
2024
Q4 		$8.82M Buy
113,995
+1,352
+1% +$114K 0.17% 128
2024
Q3 		$9.68M Sell
112,643
-43,302
-28% -$3.5M 0.22% 112
2024
Q2 		$12.2M Buy
155,945
+82,755
+113% +$6.72M 0.27% 83
2024
Q1 		$6.32M Buy
+73,190
New +$5.87M 0.18% 152
2022
Q1 		– Sell
-51,961
Closed -$3.76M – 315
2021
Q4 		$3.76M Sell
51,961
-178,844
-77% -$12.5M 0.16% 140
2021
Q3 		$14.9M Buy
230,805
+91,285
+65% +$5.86M 0.6% 44
2021
Q2 		$8.82M Sell
139,520
-71,819
-34% -$4.59M 0.36% 83
2021
Q1 		$12.7M Buy
211,339
+86,010
+69% +$4.79M 0.49% 56
2020
Q4 		$6.22M Buy
125,329
+74,184
+145% +$3.4M 0.26% 95
2020
Q3 		$2.06M Sell
51,145
-51,246
-50% -$2.18M 0.12% 164
2020
Q2 		$4.25M Buy
102,391
+11,039
+12% +$403K 0.27% 86
2020
Q1 		$2.86M Buy
+91,352
New +$4.32M 0.22% 95
2018
Q4 		– Sell
-30,152
Closed -$1.77M – 227
2018
Q3 		$1.77M Sell
30,152
-7,668
-20% -$427K 0.07% 165
2018
Q2 		$2M Buy
37,820
+17,820
+89% +$1.04M 0.07% 176
2018
Q1 		$1.22M Sell
20,000
-75,918
-79% -$5M 0.05% 190
2017
Q4 		$6.77M Buy
+95,918
New +$6.61M 0.28% 99
2014
Q3 		– Sell
-28,132
Closed -$1.42M – 173
2014
Q2 		$1.42M Buy
+28,132
New +$1.32M 0.33% 80

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

Interval Partners's PFG Position: Q2 2026 in Review

Interval Partners sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 87,808 shares — an estimated $8.92M sold.

Interval Partners first reported a position in PFG in Q2 2014 and held it in 22 quarters. The position peaked at $24.8M in Q4 2025. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Interval Partners reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Interval Partners sold 87,808 Principal Financial Group shares in Q2 2026, an estimated $8.92M.
  • Interval Partners first reported a position in Principal Financial Group in Q2 2014 and held it in 22 quarters.
  • Interval Partners's Principal Financial Group position peaked at $24.8M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.