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 		$3.51M Buy
+32,600
New +$3.31M 0.09% 210
2017
Q3 		– Sell
-179,100
Closed -$11.5M – 222
2017
Q2 		$11.5M Sell
179,100
-92,500
-34% -$5.87M 0.5% 64
2017
Q1 		$17.1M Sell
271,600
-1,800
-0.7% -$110K 0.83% 32
2016
Q4 		$15.8M Buy
+273,400
New +$15.3M 0.95% 26

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. 957 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.
  • 957 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.