McIlrath & Eck’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 | $21.9K | Hold |
243
| – | – | ﹤0.01% | 791 |
|
|
2025
Q4 | $21.4K | Buy |
243
+172
| +242% | +$14.5K | ﹤0.01% | 500 |
|
|
2025
Q3 | $5.89K | Hold |
71
| – | – | ﹤0.01% | 728 |
|
|
2025
Q2 | $5.64K | Hold |
71
| – | – | ﹤0.01% | 706 |
|
|
2025
Q1 | $5.99K | Hold |
71
| – | – | ﹤0.01% | 692 |
|
|
2024
Q4 | $5.5K | Hold |
71
| – | – | ﹤0.01% | 735 |
|
|
2024
Q3 | $6.1K | Hold |
71
| – | – | ﹤0.01% | 713 |
|
|
2024
Q2 | $5.57K | Hold |
71
| – | – | ﹤0.01% | 698 |
|
|
2024
Q1 | $6.13K | Hold |
71
| – | – | ﹤0.01% | 686 |
|
|
2023
Q4 | $5.59K | Hold |
71
| – | – | ﹤0.01% | 652 |
|
|
2023
Q3 | $5.12K | Hold |
71
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $5.38K | Hold |
71
| – | – | ﹤0.01% | 658 |
|
|
2023
Q1 | $5.28K | Hold |
71
| – | – | ﹤0.01% | 659 |
|
|
2022
Q4 | $5.96K | Hold |
71
| – | – | ﹤0.01% | 607 |
|
|
2022
Q3 | $5K | Hold |
71
| – | – | ﹤0.01% | 651 |
|
|
2022
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 625 |
|
|
2022
Q1 | $5K | Hold |
71
| – | – | ﹤0.01% | 641 |
|
|
2021
Q4 | $5K | Hold |
71
| – | – | ﹤0.01% | 637 |
|
|
2021
Q3 | $5K | Hold |
71
| – | – | ﹤0.01% | 627 |
|
|
2021
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 659 |
|
|
2021
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 627 |
|
|
2020
Q4 | $4K | Hold |
71
| – | – | ﹤0.01% | 568 |
|
|
2020
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 559 |
|
|
2020
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 555 |
|
|
2020
Q1 | $2K | Hold |
71
| – | – | ﹤0.01% | 569 |
|
|
2019
Q4 | $4K | Hold |
71
| – | – | ﹤0.01% | 512 |
|
|
2019
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 497 |
|
|
2019
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 494 |
|
|
2019
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 494 |
|
|
2018
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 453 |
|
|
2018
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 413 |
|
|
2018
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 396 |
|
|
2018
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 379 |
|
|
2017
Q4 | $5K | Buy |
+71
| New | +$4.89K | ﹤0.01% | 375 |
|
Other funds holding PFG
NLI
VCM
VPM
McIlrath & Eck's PFG Position: Q1 2026 in Review
McIlrath & Eck held its Principal Financial Group (PFG) position steady in Q1 2026 at 243 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #791.
McIlrath & Eck first reported a position in PFG in Q4 2017 and has held it in 34 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- McIlrath & Eck held 243 shares of Principal Financial Group worth $21.9K as of Q1 2026.
- McIlrath & Eck left its Principal Financial Group share count unchanged in Q1 2026.
- Principal Financial Group made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #791 holding.
- McIlrath & Eck first reported a position in Principal Financial Group in Q4 2017 and has held it in 34 quarters since.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.