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Michael Gelband’s Principal Financial Group PFG Stock Holding History

Michael Gelband’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
2026
Q2 		$676K Buy
+6,269
New +$637K ﹤0.01% 1164
2026
Q1 		– Sell
-39,146
Closed -$3.45M – 1970
2025
Q4 		$3.45M Buy
39,146
+35,728
+1,045% +$3.02M 0.03% 598
2025
Q3 		$283K Sell
3,418
-26,645
-89% -$2.13M ﹤0.01% 1323
2025
Q2 		$2.39M Sell
30,063
-36,042
-55% -$2.77M 0.02% 675
2025
Q1 		$5.58M Buy
+66,105
New +$5.5M 0.06% 376
2024
Q3 		– Sell
-232,128
Closed -$18.2M – 1984
2024
Q2 		$18.2M Buy
232,128
+86,342
+59% +$7.01M 0.12% 146
2024
Q1 		$12.6M Buy
145,786
+65,221
+81% +$5.23M 0.1% 178
2023
Q4 		$6.34M Sell
80,565
-48,552
-38% -$3.52M 0.04% 294
2023
Q3 		$9.3M Buy
129,117
+97,236
+305% +$7.55M 0.09% 240
2023
Q2 		$2.42M Sell
31,881
-20,238
-39% -$1.46M 0.02% 730
2023
Q1 		$3.87M Buy
52,119
+21,694
+71% +$1.84M 0.03% 616
2022
Q4 		$2.55M Buy
+30,425
New +$2.61M 0.04% 551
2022
Q3 		– Sell
-3,476
Closed -$232K – 2202
2022
Q2 		$232K Sell
3,476
-60,731
-95% -$4.27M ﹤0.01% 1617
2022
Q1 		$4.71M Buy
+64,207
New +$4.65M 0.06% 410
2021
Q4 		– Sell
-22,109
Closed -$1.42M – 2497
2021
Q3 		$1.42M Buy
+22,109
New +$1.42M 0.02% 874
2021
Q2 		– Sell
-8,647
Closed -$518K – 2692
2021
Q1 		$518K Sell
8,647
-17,039
-66% -$950K 0.01% 1317
2020
Q4 		$1.27M Sell
25,686
-10,542
-29% -$483K 0.01% 732
2020
Q3 		$1.46M Buy
36,228
+28,172
+350% +$1.2M 0.03% 518
2020
Q2 		$335K Buy
+8,056
New +$294K 0.01% 1263
2019
Q4 		– Sell
-10,412
Closed -$595K – 1806
2019
Q3 		$595K Buy
10,412
+6,568
+171% +$370K 0.02% 584
2019
Q2 		$223K Buy
+3,844
New +$212K 0.01% 858

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Michael Gelband's PFG Position: Q2 2026 in Review

Michael Gelband opened a new position in Principal Financial Group (PFG) in Q2 2026: 6,269 shares worth $676K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: Michael Gelband previously reported a position in PFG as recently as Q4 2025.

Michael Gelband first reported a position in PFG in Q2 2019 and has held it in 21 quarters since. The position peaked at $18.2M in Q2 2024. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Michael Gelband held 6,269 shares of Principal Financial Group worth $676K as of Q2 2026.
  • Principal Financial Group was a new Michael Gelband position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Michael Gelband's portfolio in Q2 2026, its #1164 holding.
  • Michael Gelband first reported a position in Principal Financial Group in Q2 2019 and has held it in 21 quarters since.
  • Michael Gelband's Principal Financial Group position peaked at $18.2M in Q2 2024.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.