MCF Advisors’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
Q2 | $42.5K | Hold |
394
| – | – | ﹤0.01% | 721 |
|
|
2026
Q1 | $35.5K | Hold |
394
| – | – | ﹤0.01% | 682 |
|
|
2025
Q4 | $34.8K | Hold |
394
| – | – | ﹤0.01% | 574 |
|
|
2025
Q3 | $32.7K | Hold |
394
| – | – | ﹤0.01% | 490 |
|
|
2025
Q2 | $31.3K | Hold |
394
| – | – | ﹤0.01% | 478 |
|
|
2025
Q1 | $33.2K | Sell |
394
-106
| -21% | -$8.82K | ﹤0.01% | 464 |
|
|
2024
Q4 | $38.7K | Sell |
500
-113
| -18% | -$9.52K | ﹤0.01% | 448 |
|
|
2024
Q3 | $52.7K | Hold |
613
| – | – | ﹤0.01% | 389 |
|
|
2024
Q2 | $48.1K | Buy |
613
+219
| +56% | +$17.8K | ﹤0.01% | 390 |
|
|
2024
Q1 | $34K | Hold |
394
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $31K | Hold |
394
| – | – | ﹤0.01% | 442 |
|
|
2023
Q3 | $28.4K | Hold |
394
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $29.9K | Hold |
394
| – | – | ﹤0.01% | 424 |
|
|
2023
Q1 | $29.3K | Hold |
394
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $33.1K | Hold |
394
| – | – | ﹤0.01% | 397 |
|
|
2022
Q3 | $28K | Hold |
394
| – | – | ﹤0.01% | 415 |
|
|
2022
Q2 | $26K | Sell |
394
-40
| -9% | -$2.81K | ﹤0.01% | 411 |
|
|
2022
Q1 | $32K | Buy |
+434
| New | +$31.4K | ﹤0.01% | 396 |
|
|
2021
Q4 | – | Sell |
-394
| Closed | -$25K | – | 497 |
|
|
2021
Q3 | $25K | Buy |
394
+110
| +39% | +$7.06K | ﹤0.01% | 387 |
|
|
2021
Q2 | $18K | Hold |
284
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $17K | Hold |
284
| – | – | ﹤0.01% | 387 |
|
|
2020
Q4 | $14K | Hold |
284
| – | – | ﹤0.01% | 371 |
|
|
2020
Q3 | $11K | Hold |
284
| – | – | ﹤0.01% | 378 |
|
|
2020
Q2 | $12K | Hold |
284
| – | – | ﹤0.01% | 355 |
|
|
2020
Q1 | $9K | Hold |
284
| – | – | ﹤0.01% | 378 |
|
|
2019
Q4 | $16K | Buy |
+284
| New | +$15.5K | ﹤0.01% | 347 |
|
|
2018
Q3 | – | Sell |
-877
| Closed | -$46K | – | 485 |
|
|
2018
Q2 | $46K | Hold |
877
| – | – | 0.01% | 218 |
|
|
2018
Q1 | $53K | Hold |
877
| – | – | 0.01% | 208 |
|
|
2017
Q4 | $62K | Hold |
877
| – | – | 0.01% | 205 |
|
|
2017
Q3 | $56K | Hold |
877
| – | – | 0.01% | 216 |
|
|
2017
Q2 | $56K | Hold |
877
| – | – | 0.01% | 214 |
|
|
2017
Q1 | $55K | Hold |
877
| – | – | 0.01% | 218 |
|
|
2016
Q4 | $51K | Hold |
877
| – | – | 0.01% | 206 |
|
|
2016
Q3 | $45K | Hold |
877
| – | – | 0.01% | 214 |
|
|
2016
Q2 | $36K | Buy |
+877
| New | +$37K | 0.01% | 247 |
|
Other funds holding PFG
NLI
MCF Advisors's PFG Position: Q2 2026 in Review
MCF Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 394 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #721.
MCF Advisors first reported a position in PFG in Q2 2016 and has held it in 35 quarters since. The position peaked at $62K in Q4 2017. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- MCF Advisors held 394 shares of Principal Financial Group worth $42.5K as of Q2 2026.
- MCF Advisors left its Principal Financial Group share count unchanged in Q2 2026.
- Principal Financial Group made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #721 holding.
- MCF Advisors first reported a position in Principal Financial Group in Q2 2016 and has held it in 35 quarters since.
- MCF Advisors's Principal Financial Group position peaked at $62K in Q4 2017.
- 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.