Investors Research Corp’s Principal Financial Group PFG Stock Holding History

Investors Research Corp’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	-173	Closed	-$15.6K	–	865
2026 Q1	$15.6K	Hold	173	–	–	﹤0.01%	503
2025 Q4	$15.3K	Hold	173	–	–	﹤0.01%	574
2025 Q3	$14.3K	Hold	173	–	–	﹤0.01%	598
2025 Q2	$13.7K	Hold	173	–	–	﹤0.01%	632
2025 Q1	$14.6K	Hold	173	–	–	﹤0.01%	635
2024 Q4	$13.4K	Hold	173	–	–	﹤0.01%	639
2024 Q3	$14.9K	Hold	173	–	–	﹤0.01%	643
2024 Q2	$13.6K	Hold	173	–	–	﹤0.01%	676
2024 Q1	$14.9K	Hold	173	–	–	﹤0.01%	663
2023 Q4	$13.6K	Buy	173 +47	+37%	+$3.4K	﹤0.01%	702
2023 Q3	$9.08K	Hold	126	–	–	﹤0.01%	757
2023 Q2	$9.56K	Hold	126	–	–	﹤0.01%	762
2023 Q1	$9.36K	Hold	126	–	–	﹤0.01%	782
2022 Q4	$10.6K	Hold	126	–	–	﹤0.01%	762
2022 Q3	$9K	Hold	126	–	–	﹤0.01%	769
2022 Q2	$8K	Hold	126	–	–	﹤0.01%	784
2022 Q1	$9K	Hold	126	–	–	﹤0.01%	778
2021 Q4	$9K	Hold	126	–	–	﹤0.01%	784
2021 Q3	$8K	Hold	126	–	–	﹤0.01%	818
2021 Q2	$8K	Hold	126	–	–	﹤0.01%	814
2021 Q1	$8K	Hold	126	–	–	﹤0.01%	816
2020 Q4	$6K	Hold	126	–	–	﹤0.01%	917
2020 Q3	$5K	Hold	126	–	–	﹤0.01%	925
2020 Q2	$5K	Hold	126	–	–	﹤0.01%	917
2020 Q1	$4K	Hold	126	–	–	﹤0.01%	939
2019 Q4	$7K	Hold	126	–	–	﹤0.01%	901
2019 Q3	$7K	Buy	+126	New	+$7.09K	﹤0.01%	896

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Investors Research Corp's PFG Position: Q2 2026 in Review

Investors Research Corp sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 173 shares — an estimated $15.6K sold.

Investors Research Corp first reported a position in PFG in Q3 2019 and held it in 27 quarters. The position peaked at $15.6K in Q1 2026. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Investors Research Corp reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Investors Research Corp sold 173 Principal Financial Group shares in Q2 2026, an estimated $15.6K.
Investors Research Corp first reported a position in Principal Financial Group in Q3 2019 and held it in 27 quarters.
Investors Research Corp's Principal Financial Group position peaked at $15.6K in Q1 2026.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.