Mariner’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
Q1 | $7.96M | Buy |
88,301
+10,684
| +14% | +$977K | 0.01% | 849 |
|
|
2025
Q4 | $6.85M | Buy |
77,617
+44,577
| +135% | +$3.76M | 0.01% | 865 |
|
|
2025
Q3 | $2.74M | Buy |
33,040
+3,736
| +13% | +$299K | ﹤0.01% | 1240 |
|
|
2025
Q2 | $2.33M | Sell |
29,304
-2,760
| -9% | -$212K | ﹤0.01% | 1243 |
|
|
2025
Q1 | $2.7M | Buy |
32,064
+5,094
| +19% | +$424K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $2.09M | Sell |
26,970
-1,419
| -5% | -$120K | ﹤0.01% | 1197 |
|
|
2024
Q3 | $2.44M | Buy |
28,389
+211
| +0.7% | +$17K | ﹤0.01% | 1095 |
|
|
2024
Q2 | $2.21M | Buy |
28,178
+1,389
| +5% | +$113K | ﹤0.01% | 1063 |
|
|
2024
Q1 | $2.31M | Buy |
26,789
+2,823
| +12% | +$227K | ﹤0.01% | 1040 |
|
|
2023
Q4 | $1.89M | Sell |
23,966
-932
| -4% | -$67.5K | ﹤0.01% | 1087 |
|
|
2023
Q3 | $1.79M | Buy |
24,898
+1,156
| +5% | +$89.7K | ﹤0.01% | 1023 |
|
|
2023
Q2 | $1.8M | Sell |
23,742
-2,015
| -8% | -$145K | ﹤0.01% | 1019 |
|
|
2023
Q1 | $1.91M | Buy |
25,757
+1,309
| +5% | +$111K | 0.01% | 979 |
|
|
2022
Q4 | $2.05M | Buy |
24,448
+3,081
| +14% | +$264K | 0.01% | 917 |
|
|
2022
Q3 | $1.54M | Buy |
21,367
+481
| +2% | +$34.5K | 0.01% | 872 |
|
|
2022
Q2 | $1.4M | Buy |
20,886
+3,111
| +18% | +$219K | 0.01% | 810 |
|
|
2022
Q1 | $1.3M | Buy |
17,775
+5,704
| +47% | +$413K | ﹤0.01% | 854 |
|
|
2021
Q4 | $873K | Buy |
12,071
+1,094
| +10% | +$76.3K | ﹤0.01% | 860 |
|
|
2021
Q3 | $707K | Buy |
10,977
+711
| +7% | +$45.6K | ﹤0.01% | 782 |
|
|
2021
Q2 | $649K | Buy |
10,266
+240
| +2% | +$15.3K | ﹤0.01% | 752 |
|
|
2021
Q1 | $601K | Sell |
10,026
-4,839
| -33% | -$270K | ﹤0.01% | 708 |
|
|
2020
Q4 | $737K | Sell |
14,865
-3,146
| -17% | -$144K | 0.01% | 620 |
|
|
2020
Q3 | $725K | Buy |
18,011
+4,070
| +29% | +$173K | 0.01% | 556 |
|
|
2020
Q2 | $579K | Buy |
13,941
+109
| +0.8% | +$3.98K | 0.01% | 587 |
|
|
2020
Q1 | $440K | Sell |
13,832
-29
| -0.2% | -$1.37K | 0.01% | 601 |
|
|
2019
Q4 | $762K | Buy |
13,861
+1,031
| +8% | +$56.4K | 0.01% | 550 |
|
|
2019
Q3 | $733K | Sell |
12,830
-572
| -4% | -$32.2K | 0.01% | 529 |
|
|
2019
Q2 | $776K | Buy |
13,402
+3,890
| +41% | +$214K | 0.01% | 590 |
|
|
2019
Q1 | $477K | Buy |
9,512
+1,511
| +19% | +$74.9K | 0.01% | 676 |
|
|
2018
Q4 | $353K | Buy |
8,001
+2,681
| +50% | +$132K | 0.01% | 644 |
|
|
2018
Q3 | $312K | Sell |
5,320
-9,688
| -65% | -$540K | 0.01% | 646 |
|
|
2018
Q2 | $795K | Buy |
+15,008
| New | +$872K | 0.02% | 451 |
|
|
2017
Q2 | – | Sell |
-17,169
| Closed | -$1.08M | – | 548 |
|
|
2017
Q1 | $1.08M | Buy |
17,169
+1,170
| +7% | +$71.4K | 0.05% | 265 |
|
|
2016
Q4 | $926K | Buy |
15,999
+3,805
| +31% | +$213K | 0.04% | 282 |
|
|
2016
Q3 | $628K | Buy |
+12,194
| New | +$570K | 0.03% | 335 |
|
Other funds holding PFG
NLI
VCM
VPM
Mariner's PFG Position: Q1 2026 in Review
Mariner increased its Principal Financial Group (PFG) stake by 14% in Q1 2026, buying an estimated $977K and bringing the position to 88,301 shares worth $7.96M. The position accounts for 0.01% of the portfolio, ranked #849.
Mariner first reported a position in PFG in Q3 2016 and has held it in 35 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Mariner held 88,301 shares of Principal Financial Group worth $7.96M as of Q1 2026.
- Mariner bought 10,684 Principal Financial Group shares in Q1 2026, an estimated $977K.
- Principal Financial Group made up 0.01% of Mariner's portfolio in Q1 2026, its #849 holding.
- Mariner first reported a position in Principal Financial Group in Q3 2016 and has held it in 35 quarters since.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.