Longfellow Investment Management’s Principal Financial Group PFG Stock Holding History

Longfellow Investment Management’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 Q1	–	Sell	-2,818	Closed	-$218K	–	303
2024 Q4	$218K	Sell	2,818 -179	-6%	-$15.1K	0.06%	138
2024 Q3	$257K	Buy	2,997 +17	+0.6%	+$1.37K	0.06%	140
2024 Q2	$234K	Buy	2,980 +20	+0.7%	+$1.62K	0.06%	135
2024 Q1	$255K	Buy	+2,960	New	+$238K	0.06%	135
2022 Q4	–	Sell	-2,289	Closed	-$165K	–	314
2022 Q3	$165K	Hold	2,289	–	–	0.03%	184
2022 Q2	$153K	Hold	2,289	–	–	0.03%	202
2022 Q1	$169K	Hold	2,289	–	–	0.03%	224
2021 Q4	$166K	Hold	2,289	–	–	0.03%	223
2021 Q3	$148K	Hold	2,289	–	–	0.02%	245
2021 Q2	$145K	Sell	2,289 -1,253	-35%	-$80.1K	0.02%	258
2021 Q1	$213K	Hold	3,542	–	–	0.03%	312
2020 Q4	$176K	Buy	+3,542	New	+$162K	0.02%	277

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Longfellow Investment Management's PFG Position: Q1 2025 in Review

Longfellow Investment Management sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 2,818 shares — an estimated $218K sold.

Longfellow Investment Management first reported a position in PFG in Q4 2020 and held it in 12 quarters. The position peaked at $257K in Q3 2024. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

Longfellow Investment Management reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
Longfellow Investment Management sold 2,818 Principal Financial Group shares in Q1 2025, an estimated $218K.
Longfellow Investment Management first reported a position in Principal Financial Group in Q4 2020 and held it in 12 quarters.
Longfellow Investment Management's Principal Financial Group position peaked at $257K in Q3 2024.
841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.