Painted Porch Advisors’s Principal Financial Group PFG Stock Holding History

Painted Porch Advisors’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	–	Sell	-119	Closed	-$9.87K	–	326
2025 Q3	$9.87K	Hold	119	–	–	﹤0.01%	294
2025 Q2	$9.45K	Hold	119	–	–	﹤0.01%	282
2025 Q1	$10K	Hold	119	–	–	﹤0.01%	273
2024 Q4	$9.21K	Hold	119	–	–	﹤0.01%	270
2024 Q3	$10.2K	Hold	119	–	–	0.01%	242
2024 Q2	$9.34K	Buy	+119	New	+$9.66K	0.01%	221

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 $3.38T AUM 44.17% 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

Painted Porch Advisors's PFG Position: Q4 2025 in Review

Painted Porch Advisors sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 119 shares — an estimated $9.87K sold.

Painted Porch Advisors first reported a position in PFG in Q2 2024 and held it in 6 quarters. The position peaked at $10.2K in Q3 2024. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

Painted Porch Advisors reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 119 Principal Financial Group shares in Q4 2025, an estimated $9.87K.
Painted Porch Advisors first reported a position in Principal Financial Group in Q2 2024 and held it in 6 quarters.
Painted Porch Advisors's Principal Financial Group position peaked at $10.2K in Q3 2024.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.