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
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 $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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

Interval Partners's PFG Position: Q1 2026 in Review

Interval Partners reduced its Principal Financial Group (PFG) stake by 69% in Q1 2026, selling an estimated $17.6M and leaving 87,808 shares worth $7.91M. The position accounts for 0.21% of the portfolio, ranked #121.

Interval Partners first reported a position in PFG in Q2 2014 and has held it in 22 quarters since. The position peaked at $24.8M in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Interval Partners held 87,808 shares of Principal Financial Group worth $7.91M as of Q1 2026.
  • Interval Partners sold 192,782 Principal Financial Group shares in Q1 2026, an estimated $17.6M.
  • Principal Financial Group made up 0.21% of Interval Partners's portfolio in Q1 2026, its #121 holding.
  • Interval Partners first reported a position in Principal Financial Group in Q2 2014 and has held it in 22 quarters since.
  • Interval Partners's Principal Financial Group position peaked at $24.8M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Interval Partners's 13F filing for Q1 2026, filed 15 May 2026.