MCI
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MRP Capital Investments’s Principal Financial Group PFG Stock Holding History

MRP Capital Investments’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
-225
Closed -$19K – 215
2025
Q1 		$19K Hold
225
– – 0.02% 157
2024
Q4 		$17.4K Hold
225
– – 0.02% 154
2024
Q3 		$19.3K Buy
+225
New +$18.2K 0.02% 151
2023
Q3 		– Sell
-150
Closed -$11.4K – 177
2023
Q2 		$11.4K Buy
+150
New +$10.8K 0.01% 203

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MRP Capital Investments's PFG Position: Q2 2025 in Review

MRP Capital Investments sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 225 shares — an estimated $19K sold.

MRP Capital Investments first reported a position in PFG in Q2 2023 and held it in 4 quarters. The position peaked at $19.3K in Q3 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • MRP Capital Investments reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • MRP Capital Investments sold 225 Principal Financial Group shares in Q2 2025, an estimated $19K.
  • MRP Capital Investments first reported a position in Principal Financial Group in Q2 2023 and held it in 4 quarters.
  • MRP Capital Investments's Principal Financial Group position peaked at $19.3K in Q3 2024.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on MRP Capital Investments's 13F filing for Q2 2025, filed 19 Aug 2025.