Nilsine Partners’s Principal Financial Group PFG Stock Holding History

Nilsine Partners’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	$260K	Buy	2,416 +146	+6%	+$14.8K	0.02%	377
2026 Q1	$226K	Buy	+2,270	New	+$208K	0.02%	386
2025 Q3	–	Sell	-4,479	Closed	-$356K	–	416
2025 Q2	$356K	Sell	4,479 -115	-3%	-$8.83K	0.04%	297
2025 Q1	$388K	Sell	4,594 -149	-3%	-$12.4K	0.04%	264
2024 Q4	$367K	Buy	4,743 +536	+13%	+$45.2K	0.04%	289
2024 Q3	$361K	Buy	4,207 +233	+6%	+$18.8K	0.05%	261
2024 Q2	$312K	Buy	3,974 +264	+7%	+$21.4K	0.04%	270
2024 Q1	$320K	Buy	3,710 +423	+13%	+$33.9K	0.04%	270
2023 Q4	$259K	Buy	3,287 +307	+10%	+$22.2K	0.04%	284
2023 Q3	$215K	Buy	2,980 +9	+0.3%	+$699	0.03%	322
2023 Q2	$225K	Buy	2,971 +22	+0.7%	+$1.59K	0.03%	321
2023 Q1	$219K	Buy	+2,949	New	+$250K	0.03%	322

Other funds holding PFG

NLI

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Nilsine Partners's PFG Position: Q2 2026 in Review

Nilsine Partners increased its Principal Financial Group (PFG) stake by 6.4% in Q2 2026, buying an estimated $14.8K and bringing the position to 2,416 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #377.

Nilsine Partners first reported a position in PFG in Q1 2023 and has held it in 12 quarters since. The position peaked at $388K in Q1 2025. 260 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Nilsine Partners held 2,416 shares of Principal Financial Group worth $260K as of Q2 2026.
Nilsine Partners bought 146 Principal Financial Group shares in Q2 2026, an estimated $14.8K.
Principal Financial Group made up 0.02% of Nilsine Partners's portfolio in Q2 2026, its #377 holding.
Nilsine Partners first reported a position in Principal Financial Group in Q1 2023 and has held it in 12 quarters since.
Nilsine Partners's Principal Financial Group position peaked at $388K in Q1 2025.
260 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.