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	-22,000	Closed	-$1.86M	–	6218
2025 Q1	$1.86M	Buy	+22,000	New	+$1.83M	﹤0.01%	3851
2024 Q3	–	Sell	-35,000	Closed	-$2.75M	–	6379
2024 Q2	$2.75M	Buy	35,000 +10,300	+42%	+$836K	﹤0.01%	3249
2024 Q1	$2.13M	Buy	+24,700	New	+$1.98M	﹤0.01%	3677
2023 Q4	–	Sell	-15,200	Closed	-$1.1M	–	6425
2023 Q3	$1.1M	Buy	+15,200	New	+$1.18M	﹤0.01%	4120
2015 Q1	–	Sell	-5,300	Closed	-$275K	–	3967
2014 Q4	$275K	Buy	+5,300	New	+$275K	﹤0.01%	3408

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

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.