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Old Mission Capital’s Principal Financial Group PFG Stock Holding History

Old Mission Capital’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
Q1 		– Sell
-8,808
Closed -$682K – 1161
2024
Q4 		$682K Buy
+8,808
New +$742K 0.01% 502
2021
Q3 		– Sell
-20,023
Closed -$1.26M – 1198
2021
Q2 		$1.26M Buy
+20,023
New +$1.28M 0.04% 366

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Old Mission Capital's PFG Position: Q1 2025 in Review

Old Mission Capital sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 8,808 shares — an estimated $682K sold.

Old Mission Capital first reported a position in PFG in Q2 2021 and held it in 2 quarters. The position peaked at $1.26M in Q2 2021. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • Old Mission Capital reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • Old Mission Capital sold 8,808 Principal Financial Group shares in Q1 2025, an estimated $682K.
  • Old Mission Capital first reported a position in Principal Financial Group in Q2 2021 and held it in 2 quarters.
  • Old Mission Capital's Principal Financial Group position peaked at $1.26M in Q2 2021.
  • 841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.