John Overdeck’s Principal Financial Group PFG Stock Holding History

John Overdeck’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
2021 Q3	–	Sell	-5,000	Closed	-$316K	–	4587
2021 Q2	$316K	Buy	+5,000	New	+$320K	﹤0.01%	3468
2021 Q1	–	Sell	-8,000	Closed	-$397K	–	4158
2020 Q4	$397K	Buy	8,000 +1,400	+21%	+$64.1K	﹤0.01%	2656
2020 Q3	$266K	Buy	+6,600	New	+$281K	﹤0.01%	2652
2020 Q1	–	Sell	-6,000	Closed	-$330K	–	3666
2019 Q4	$330K	Buy	6,000 +1,600	+36%	+$87.6K	﹤0.01%	3117
2019 Q3	$251K	Buy	+4,400	New	+$248K	﹤0.01%	3060
2019 Q2	–	Sell	-5,000	Closed	-$251K	–	3584
2019 Q1	$251K	Sell	5,000 -900	-15%	-$44.6K	﹤0.01%	2709
2018 Q4	$261K	Sell	5,900 -1,100	-16%	-$54.1K	﹤0.01%	2555
2018 Q3	$410K	Sell	7,000 -10,600	-60%	-$591K	﹤0.01%	2586
2018 Q2	$932K	Buy	17,600 +12,600	+252%	+$732K	﹤0.01%	2201
2018 Q1	$305K	Sell	5,000 -3,000	-38%	-$197K	﹤0.01%	2771
2017 Q4	$564K	Buy	+8,000	New	+$551K	﹤0.01%	2357
2015 Q3	–	Sell	-4,000	Closed	-$205K	–	2598
2015 Q2	$205K	Buy	+4,000	New	+$208K	﹤0.01%	2620

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

John Overdeck's PFG Position: Q2 2026 in Review

John Overdeck reduced its Principal Financial Group (PFG) stake by 83% in Q2 2026, selling an estimated $25.8M and leaving 50,500 shares worth $5.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

John Overdeck first reported a position in PFG in Q3 2013 and has held it in 37 quarters since. The position peaked at $41.3M in Q2 2015. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

John Overdeck held 50,500 shares of Principal Financial Group worth $5.44M as of Q2 2026.
John Overdeck sold 254,287 Principal Financial Group shares in Q2 2026, an estimated $25.8M.
Principal Financial Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2067 holding.
John Overdeck first reported a position in Principal Financial Group in Q3 2013 and has held it in 37 quarters since.
John Overdeck's Principal Financial Group position peaked at $41.3M in Q2 2015.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.