PAS
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Park Avenue Securities’s Principal Financial Group PFG Stock Holding History

Park Avenue Securities’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
Q2 		$1.11M Sell
10,280
-593
-5% -$60.2K 0.01% 908
2026
Q1 		$980K Buy
10,873
+3,427
+46% +$313K 0.01% 819
2025
Q4 		$657K Buy
7,446
+1,636
+28% +$138K 0.01% 987
2025
Q3 		$482K Sell
5,810
-1,336
-19% -$107K ﹤0.01% 1206
2025
Q2 		$568K Sell
7,146
-884
-11% -$67.9K 0.01% 1012
2025
Q1 		$678K Sell
8,030
-414
-5% -$34.4K 0.01% 747
2024
Q4 		$654K Sell
8,444
-9
-0.1% -$758 0.01% 955
2024
Q3 		$726K Sell
8,453
-770
-8% -$62.2K 0.01% 813
2024
Q2 		$724K Sell
9,223
-913
-9% -$74.1K 0.01% 805
2024
Q1 		$875K Sell
10,136
-4,877
-32% -$391K 0.01% 724
2023
Q4 		$1.18M Sell
15,013
-16,175
-52% -$1.17M 0.02% 542
2023
Q3 		$2.25M Sell
31,188
-1,025
-3% -$79.6K 0.03% 303
2023
Q2 		$2.44M Sell
32,213
-2,943
-8% -$212K 0.04% 274
2023
Q1 		$2.61M Buy
35,156
+2,741
+8% +$233K 0.04% 244
2022
Q4 		$2.72M Buy
32,415
+6,450
+25% +$553K 0.05% 235
2022
Q3 		$1.87M Buy
25,965
+10,861
+72% +$780K 0.04% 282
2022
Q2 		$1.01M Buy
15,104
+1,096
+8% +$77.1K 0.02% 463
2022
Q1 		$1.03M Buy
+14,008
New +$1.01M 0.02% 471

Other funds holding PFG

BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Park Avenue Securities's PFG Position: Q2 2026 in Review

Park Avenue Securities reduced its Principal Financial Group (PFG) stake by 5.5% in Q2 2026, selling an estimated $60.2K and leaving 10,280 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #908.

Park Avenue Securities first reported a position in PFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.72M in Q4 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Park Avenue Securities held 10,280 shares of Principal Financial Group worth $1.11M as of Q2 2026.
  • Park Avenue Securities sold 593 Principal Financial Group shares in Q2 2026, an estimated $60.2K.
  • Principal Financial Group made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #908 holding.
  • Park Avenue Securities first reported a position in Principal Financial Group in Q1 2022 and has held it in 18 quarters since.
  • Park Avenue Securities's Principal Financial Group position peaked at $2.72M in Q4 2022.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.