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Lion Street Advisors’s Principal Financial Group PFG Stock Holding History

Lion Street Advisors’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
Q3 		$557K Buy
8,301
+1,552
+23% +$124K 0.19% 102
2025
Q2 		$536K Sell
6,749
-1,309
-16% -$100K 0.16% 134
2025
Q1 		$680K Sell
8,058
-306
-4% -$25.5K 0.22% 104
2024
Q4 		$647K Buy
8,364
+1
+0% +$84 0.21% 105
2024
Q3 		$718K Sell
8,363
-24
-0.3% -$1.94K 0.25% 87
2024
Q2 		$658K Sell
8,387
-23
-0.3% -$1.87K 0.24% 90
2024
Q1 		$662K Hold
8,410
– – 0.27% 86
2023
Q4 		$662K Sell
8,410
-12
-0.1% -$869 0.27% 85
2023
Q3 		$607K Buy
8,422
+56
+0.7% +$4.35K 0.2% 105
2023
Q2 		$561K Sell
8,366
-23
-0.3% -$1.66K 0.19% 103
2023
Q1 		$623K Buy
+8,389
New +$712K 0.19% 97

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lion Street Advisors's PFG Position: Q3 2025 in Review

Lion Street Advisors increased its Principal Financial Group (PFG) stake by 23% in Q3 2025, buying an estimated $124K and bringing the position to 8,301 shares worth $557K. The position accounts for 0.19% of the portfolio, ranked #102.

Lion Street Advisors first reported a position in PFG in Q1 2023 and has held it in 11 quarters since. The position peaked at $718K in Q3 2024. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Lion Street Advisors held 8,301 shares of Principal Financial Group worth $557K as of Q3 2025.
  • Lion Street Advisors bought 1,552 Principal Financial Group shares in Q3 2025, an estimated $124K.
  • Principal Financial Group made up 0.19% of Lion Street Advisors's portfolio in Q3 2025, its #102 holding.
  • Lion Street Advisors first reported a position in Principal Financial Group in Q1 2023 and has held it in 11 quarters since.
  • Lion Street Advisors's Principal Financial Group position peaked at $718K in Q3 2024.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.