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Maven Securities’s Principal Financial Group PFG Stock Holding History

Maven Securities’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
Q2 		– Sell
-3,186
Closed -$245K – 928
2025
Q1 		$269K Buy
+3,186
New +$265K 0.01% 728
2024
Q3 		– Sell
-4,650
Closed -$376K – 1031
2024
Q2 		$365K Buy
+4,650
New +$378K 0.01% 752
2023
Q4 		– Sell
-2,826
Closed -$205K – 1145
2023
Q3 		$204K Buy
+2,826
New +$219K ﹤0.01% 1043
2023
Q2 		– Sell
-5,115
Closed -$369K – 1008
2023
Q1 		$380K Buy
+5,115
New +$434K 0.01% 727
2021
Q3 		– Sell
-6,329
Closed -$406K – 1227
2021
Q2 		$400K Buy
+6,329
New +$405K 0.02% 747
2020
Q2 		– Sell
-8,429
Closed -$308K – 559
2020
Q1 		$264K Buy
+8,429
New +$399K 0.03% 241

Other funds holding PFG

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Maven Securities's PFG Position: Q2 2025 in Review

Maven Securities sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 3,186 shares — an estimated $245K sold.

Maven Securities first reported a position in PFG in Q1 2020 and held it in 6 quarters. The position peaked at $400K in Q2 2021. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Maven Securities reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Maven Securities sold 3,186 Principal Financial Group shares in Q2 2025, an estimated $245K.
  • Maven Securities first reported a position in Principal Financial Group in Q1 2020 and held it in 6 quarters.
  • Maven Securities's Principal Financial Group position peaked at $400K in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Maven Securities's 13F filing for Q2 2025, filed 14 Aug 2025.