NorthAvenue LLC’s Principal Financial Group PFG Stock Holding History

NorthAvenue LLC’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	–	Sell	-5	Closed	-$442	–	349
2025 Q4	$442	Buy	+5	New	+$422	﹤0.01%	281

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

NorthAvenue LLC's PFG Position: Q1 2026 in Review

NorthAvenue LLC sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 5 shares — an estimated $442 sold.

NorthAvenue LLC first reported a position in PFG in Q4 2025 and held it in 1 quarter. The position peaked at $442 in Q4 2025. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

NorthAvenue LLC reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
NorthAvenue LLC sold 5 Principal Financial Group shares in Q1 2026, an estimated $442.
NorthAvenue LLC first reported a position in Principal Financial Group in Q4 2025 and held it in 1 quarter.
NorthAvenue LLC's Principal Financial Group position peaked at $442 in Q4 2025.
910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on NorthAvenue LLC's 13F filing for Q1 2026, filed 15 Apr 2026.