Joel Greenblatt’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $33.6M | Buy |
312,152
+133,701
| +75% | +$13.6M | 0.08% | 345 |
|
|
2026
Q1 | $16.1M | Buy |
178,451
+169,688
| +1,936% | +$15.5M | 0.05% | 531 |
|
|
2025
Q4 | $773K | Buy |
8,763
+5,218
| +147% | +$440K | ﹤0.01% | 1332 |
|
|
2025
Q3 | $294K | Sell |
3,545
-126
| -3% | -$10.1K | ﹤0.01% | 1519 |
|
|
2025
Q2 | $292K | Sell |
3,671
-2,670
| -42% | -$205K | ﹤0.01% | 1473 |
|
|
2025
Q1 | $535K | Buy |
+6,341
| New | +$527K | ﹤0.01% | 1213 |
|
|
2024
Q1 | – | Sell |
-4,440
| Closed | -$349K | – | 1437 |
|
|
2023
Q4 | $349K | Buy |
+4,440
| New | +$322K | 0.01% | 1095 |
|
|
2023
Q3 | – | Sell |
-11,315
| Closed | -$858K | – | 1396 |
|
|
2023
Q2 | $858K | Sell |
11,315
-5,234
| -32% | -$377K | 0.02% | 811 |
|
|
2023
Q1 | $1.23M | Buy |
16,549
+3,039
| +22% | +$258K | 0.03% | 686 |
|
|
2022
Q4 | $1.13M | Sell |
13,510
-6,623
| -33% | -$568K | 0.03% | 640 |
|
|
2022
Q3 | $1.45M | Buy |
+20,133
| New | +$1.45M | 0.04% | 517 |
|
|
2022
Q2 | – | Sell |
-16,504
| Closed | -$1.21M | – | 1216 |
|
|
2022
Q1 | $1.21M | Buy |
16,504
+5,625
| +52% | +$407K | 0.04% | 507 |
|
|
2021
Q4 | $787K | Buy |
+10,879
| New | +$759K | 0.03% | 614 |
|
|
2021
Q3 | – | Sell |
-7,787
| Closed | -$492K | – | 1098 |
|
|
2021
Q2 | $492K | Sell |
7,787
-6,752
| -46% | -$432K | 0.02% | 687 |
|
|
2021
Q1 | $872K | Buy |
+14,539
| New | +$810K | 0.04% | 521 |
|
|
2020
Q3 | – | Sell |
-7,447
| Closed | -$309K | – | 1111 |
|
|
2020
Q2 | $309K | Buy |
7,447
+362
| +5% | +$13.2K | 0.01% | 857 |
|
|
2020
Q1 | $222K | Buy |
7,085
+197
| +3% | +$9.32K | 0.01% | 915 |
|
|
2019
Q4 | $379K | Sell |
6,888
-376
| -5% | -$20.6K | 0.01% | 885 |
|
|
2019
Q3 | $415K | Sell |
7,264
-3,788
| -34% | -$213K | 0.01% | 821 |
|
|
2019
Q2 | $640K | Buy |
11,052
+1,617
| +17% | +$89.1K | 0.01% | 730 |
|
|
2019
Q1 | $474K | Buy |
9,435
+4,401
| +87% | +$218K | 0.01% | 863 |
|
|
2018
Q4 | $222K | Buy |
+5,034
| New | +$248K | ﹤0.01% | 922 |
|
|
2018
Q2 | – | Sell |
-6,201
| Closed | -$378K | – | 1002 |
|
|
2018
Q1 | $378K | Sell |
6,201
-18,483
| -75% | -$1.22M | 0.01% | 761 |
|
|
2017
Q4 | $1.74M | Buy |
+24,684
| New | +$1.7M | 0.03% | 513 |
|
|
2017
Q2 | – | Sell |
-15,843
| Closed | -$1M | – | 1058 |
|
|
2017
Q1 | $1M | Buy |
+15,843
| New | +$966K | 0.01% | 667 |
|
|
2015
Q3 | – | Sell |
-4,177
| Closed | -$214K | – | 1011 |
|
|
2015
Q2 | $214K | Buy |
+4,177
| New | +$217K | ﹤0.01% | 872 |
|
Other funds holding PFG
NLI
Joel Greenblatt's PFG Position: Q2 2026 in Review
Joel Greenblatt increased its Principal Financial Group (PFG) stake by 75% in Q2 2026, buying an estimated $13.6M and bringing the position to 312,152 shares worth $33.6M. The position accounts for 0.08% of the portfolio, ranked #345.
Joel Greenblatt first reported a position in PFG in Q2 2015 and has held it in 26 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Joel Greenblatt held 312,152 shares of Principal Financial Group worth $33.6M as of Q2 2026.
- Joel Greenblatt bought 133,701 Principal Financial Group shares in Q2 2026, an estimated $13.6M.
- Principal Financial Group made up 0.08% of Joel Greenblatt's portfolio in Q2 2026, its #345 holding.
- Joel Greenblatt first reported a position in Principal Financial Group in Q2 2015 and has held it in 26 quarters since.
- 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.