ORG Partners’s Principal Financial Group PFG Stock Holding History

ORG 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
2025 Q4	$52.9K	Buy	600 +17	+3%	+$1.44K	0.01%	571
2025 Q3	$48.3K	Buy	583 +36	+7%	+$2.88K	0.01%	593
2025 Q2	$44.2K	Buy	547 +39	+8%	+$2.99K	0.01%	571
2025 Q1	$43.3K	Sell	508 -284	-36%	-$23.6K	0.01%	520
2024 Q4	$61.4K	Buy	792 +2	+0.3%	+$169	0.01%	513
2024 Q3	$67.9K	Buy	790 +3	+0.4%	+$242	0.01%	456
2024 Q2	$61.5K	Buy	787 +606	+335%	+$49.2K	0.01%	742
2024 Q1	$15.6K	Sell	181 -603	-77%	-$48.4K	0.03%	248
2023 Q4	$61.7K	Buy	784 +3	+0.4%	+$217	0.01%	482
2023 Q3	$56.3K	Hold	781	–	–	0.02%	503
2023 Q2	$59.8K	Buy	+781	New	+$56.3K	0.01%	618

Other funds holding PFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ORG Partners's PFG Position: Q4 2025 in Review

ORG Partners increased its Principal Financial Group (PFG) stake by 2.9% in Q4 2025, buying an estimated $1.44K and bringing the position to 600 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #571.

ORG Partners first reported a position in PFG in Q2 2023 and has held it in 11 quarters since. The position peaked at $67.9K in Q3 2024. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

ORG Partners held 600 shares of Principal Financial Group worth $52.9K as of Q4 2025.
ORG Partners bought 17 Principal Financial Group shares in Q4 2025, an estimated $1.44K.
Principal Financial Group made up 0.01% of ORG Partners's portfolio in Q4 2025, its #571 holding.
ORG Partners first reported a position in Principal Financial Group in Q2 2023 and has held it in 11 quarters since.
ORG Partners's Principal Financial Group position peaked at $67.9K in Q3 2024.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.