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Israel Englander’s Principal Financial Group PFG Stock Holding History

Israel Englander’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
2025
Q2 		– Sell
-3,800
Closed -$321K – 6217
2025
Q1 		$321K Sell
3,800
-6,800
-64% -$566K ﹤0.01% 5067
2024
Q4 		$821K Buy
+10,600
New +$893K ﹤0.01% 4363
2024
Q3 		– Sell
-35,000
Closed -$2.75M – 6378
2024
Q2 		$2.75M Buy
35,000
+10,200
+41% +$828K ﹤0.01% 3248
2024
Q1 		$2.14M Buy
+24,800
New +$1.99M ﹤0.01% 3672
2015
Q1 		– Sell
-6,300
Closed -$327K – 3966
2014
Q4 		$327K Buy
+6,300
New +$327K ﹤0.01% 3298

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

Israel Englander's PFG Position: Q2 2026 in Review

Israel Englander opened a new position in Principal Financial Group (PFG) in Q2 2026: 23,674 shares worth $2.55M. The stake represents ﹤0.01% of the portfolio and ranks #3610 among its holdings. This is a return to the name: Israel Englander previously reported a position in PFG as recently as Q4 2025.

Israel Englander first reported a position in PFG in Q3 2013 and has held it in 44 quarters since. The position peaked at $66.6M in Q1 2024. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Israel Englander held 23,674 shares of Principal Financial Group worth $2.55M as of Q2 2026.
  • Principal Financial Group was a new Israel Englander position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #3610 holding.
  • Israel Englander first reported a position in Principal Financial Group in Q3 2013 and has held it in 44 quarters since.
  • Israel Englander's Principal Financial Group position peaked at $66.6M in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.