IMCOOI
PFG icon

Investment Management Corp of Ontario (IMCO)’s Principal Financial Group PFG Stock Holding History

Investment Management Corp of Ontario (IMCO)’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 		$1.49M Sell
13,837
-1,900
-12% -$193K 0.02% 483
2026
Q1 		$1.42M Buy
15,737
+700
+5% +$64K 0.02% 494
2025
Q4 		$1.33M Buy
15,037
+4,603
+44% +$389K 0.02% 519
2025
Q3 		$865K Buy
10,434
+4,914
+89% +$393K 0.01% 508
2025
Q2 		$438K Sell
5,520
-900
-14% -$69.1K 0.01% 544
2025
Q1 		$542K Hold
6,420
– – 0.01% 520
2024
Q4 		$497K Sell
6,420
-1,300
-17% -$110K 0.02% 291
2024
Q3 		$663K Buy
7,720
+2,500
+48% +$202K 0.01% 480
2024
Q2 		$410K Buy
5,220
+1,400
+37% +$114K 0.01% 487
2024
Q1 		$330K Sell
3,820
-1,800
-32% -$144K 0.01% 488
2023
Q4 		$442K Buy
+5,620
New +$407K 0.01% 491
2023
Q3 		– Sell
-31,607
Closed -$2.4M – 232
2023
Q2 		$2.4M Buy
31,607
+6,074
+24% +$438K 0.1% 95
2023
Q1 		$1.9M Buy
25,533
+9,430
+59% +$800K 0.08% 105
2022
Q4 		$1.35M Buy
+16,103
New +$1.38M 0.07% 125

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

Investment Management Corp of Ontario (IMCO)'s PFG Position: Q2 2026 in Review

Investment Management Corp of Ontario (IMCO) reduced its Principal Financial Group (PFG) stake by 12% in Q2 2026, selling an estimated $193K and leaving 13,837 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #483.

Investment Management Corp of Ontario (IMCO) first reported a position in PFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.4M in Q2 2023. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Investment Management Corp of Ontario (IMCO) held 13,837 shares of Principal Financial Group worth $1.49M as of Q2 2026.
  • Investment Management Corp of Ontario (IMCO) sold 1,900 Principal Financial Group shares in Q2 2026, an estimated $193K.
  • Principal Financial Group made up 0.02% of Investment Management Corp of Ontario (IMCO)'s portfolio in Q2 2026, its #483 holding.
  • Investment Management Corp of Ontario (IMCO) first reported a position in Principal Financial Group in Q4 2022 and has held it in 14 quarters since.
  • Investment Management Corp of Ontario (IMCO)'s Principal Financial Group position peaked at $2.4M in Q2 2023.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Investment Management Corp of Ontario (IMCO)'s 13F filing for Q2 2026, filed 14 Aug 2026.