Oliver Lagore Vanvalin Investment Group’s Principal Financial Group PFG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$25K	Buy	+296	New	+$22.7K	0.01%	321
2024 Q4	$22.9K	Hold	296	–	–	0.01%	343
2024 Q3	$25.4K	Hold	296	–	–	0.01%	318
2024 Q2	$23.2K	Sell	296 -380	-56%	-$30.9K	0.01%	321
2024 Q1	$58.3K	Hold	676	–	–	0.02%	233
2023 Q4	$53.2K	Hold	676	–	–	0.02%	210
2023 Q3	$48.7K	Hold	676	–	–	0.02%	241
2023 Q2	$51.3K	Hold	676	–	–	0.02%	250
2023 Q1	$50.2K	Hold	676	–	–	0.02%	193
2022 Q4	$56.7K	Hold	676	–	–	0.03%	171
2022 Q3	$49K	Hold	676	–	–	0.03%	171
2022 Q2	$45K	Hold	676	–	–	0.03%	183
2022 Q1	$50K	Buy	+676	New	+$48.9K	0.03%	175

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PFG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Principal Financial Group (PFG) in Q2 2025: 296 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PFG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PFG in Q1 2022 and has held it in 13 quarters since. The position peaked at $58.3K in Q1 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 296 shares of Principal Financial Group worth $25K as of Q2 2025.
Principal Financial Group was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Principal Financial Group made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #321 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Principal Financial Group in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Principal Financial Group position peaked at $58.3K in Q1 2024.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.