MOTCO’s Principal Financial Group PFG Stock Holding History

MOTCO’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 Q1	$48.2K	Hold	535	–	–	﹤0.01%	327
2025 Q4	$47.2K	Sell	535 -46	-8%	-$3.88K	﹤0.01%	331
2025 Q3	$48.2K	Hold	581	–	–	﹤0.01%	335
2025 Q2	$45.2K	Sell	581 -25	-4%	-$1.92K	﹤0.01%	316
2025 Q1	$51.1K	Buy	606 +312	+106%	+$25.9K	0.01%	289
2024 Q4	$22.8K	Sell	294 -84	-22%	-$7.08K	﹤0.01%	341
2024 Q3	$32.5K	Sell	378 -116	-23%	-$9.37K	﹤0.01%	373
2024 Q2	$38.8K	Hold	494	–	–	﹤0.01%	440
2024 Q1	$42.6K	Hold	494	–	–	﹤0.01%	410
2023 Q4	$38.9K	Hold	494	–	–	﹤0.01%	377
2023 Q3	$35.6K	Hold	494	–	–	﹤0.01%	392
2023 Q2	$37.5K	Sell	494 -642	-57%	-$46.3K	﹤0.01%	382
2023 Q1	$84.4K	Buy	1,136 +142	+14%	+$12K	0.01%	284
2022 Q4	$83.4K	Hold	994	–	–	0.01%	295
2022 Q3	$72K	Hold	994	–	–	0.01%	320
2022 Q2	$66K	Hold	994	–	–	0.01%	322
2022 Q1	$73K	Hold	994	–	–	﹤0.01%	319
2021 Q4	$72K	Sell	994 -515	-34%	-$35.9K	﹤0.01%	321
2021 Q3	$97K	Buy	1,509 +1,015	+205%	+$65.2K	0.01%	289
2021 Q2	$31K	Hold	494	–	–	﹤0.01%	396
2021 Q1	$30K	Sell	494 -357	-42%	-$19.9K	﹤0.01%	378
2020 Q4	$42K	Sell	851 -100	-11%	-$4.58K	﹤0.01%	376
2020 Q3	$38K	Buy	951 +166	+21%	+$7.08K	﹤0.01%	360
2020 Q2	$33K	Hold	785	–	–	﹤0.01%	351
2020 Q1	$25K	Sell	785 -47	-6%	-$2.22K	﹤0.01%	356
2019 Q4	$46K	Sell	832 -103	-11%	-$5.64K	﹤0.01%	328
2019 Q3	$53K	Sell	935 -19	-2%	-$1.07K	﹤0.01%	320
2019 Q2	$55K	Sell	954 -9	-0.9%	-$496	0.01%	355
2019 Q1	$48K	Hold	963	–	–	﹤0.01%	324
2018 Q4	$43K	Sell	963 -100	-9%	-$4.92K	﹤0.01%	330
2018 Q3	$62K	Hold	1,063	–	–	0.01%	307
2018 Q2	$56K	Hold	1,063	–	–	0.01%	310
2018 Q1	$65K	Hold	1,063	–	–	0.01%	301
2017 Q4	$75K	Hold	1,063	–	–	0.01%	275
2017 Q3	$68K	Buy	1,063 +100	+10%	+$6.43K	0.01%	276
2017 Q2	$62K	Hold	963	–	–	0.01%	289
2017 Q1	$61K	Hold	963	–	–	0.01%	283
2016 Q4	$56K	Hold	963	–	–	0.01%	288
2016 Q3	$50K	Hold	963	–	–	0.01%	301
2016 Q2	$40K	Buy	963 +100	+12%	+$4.22K	﹤0.01%	293
2016 Q1	$34K	Buy	863 +256	+42%	+$9.85K	﹤0.01%	298
2015 Q4	$27K	Hold	607	–	–	﹤0.01%	313
2015 Q3	$29K	Hold	607	–	–	﹤0.01%	335
2015 Q2	$31K	Hold	607	–	–	﹤0.01%	327
2015 Q1	$31K	Hold	607	–	–	﹤0.01%	316
2014 Q4	$32K	Buy	607 +423	+230%	+$21.9K	﹤0.01%	326
2014 Q3	$10K	Hold	184	–	–	﹤0.01%	476
2014 Q2	$9K	Hold	184	–	–	﹤0.01%	479
2014 Q1	$8K	Hold	184	–	–	﹤0.01%	469
2013 Q4	$9K	Hold	184	–	–	﹤0.01%	482
2013 Q3	$8K	Hold	184	–	–	﹤0.01%	475
2013 Q2	$7K	Buy	+184	New	+$6.73K	﹤0.01%	508

Other funds holding PFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MOTCO's PFG Position: Q1 2026 in Review

MOTCO held its Principal Financial Group (PFG) position steady in Q1 2026 at 535 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

MOTCO first reported a position in PFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $97K in Q3 2021. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

MOTCO held 535 shares of Principal Financial Group worth $48.2K as of Q1 2026.
MOTCO left its Principal Financial Group share count unchanged in Q1 2026.
Principal Financial Group made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #327 holding.
MOTCO first reported a position in Principal Financial Group in Q2 2013 and has held it in 52 quarters since.
MOTCO's Principal Financial Group position peaked at $97K in Q3 2021.
910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.