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Patriot Financial Group Insurance Agency’s Principal Financial Group PFG Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-3,014
Closed -$272K – 641
2026
Q1 		$272K Buy
+3,014
New +$276K 0.02% 591
2023
Q1 		– Sell
-2,553
Closed -$214K – 484
2022
Q4 		$214K Buy
+2,553
New +$219K 0.03% 383
2022
Q3 		– Sell
-1,399
Closed -$93K – 1505
2022
Q2 		$93K Buy
1,399
+514
+58% +$36.2K 0.02% 567
2022
Q1 		$65K Buy
885
+56
+7% +$4.05K 0.01% 708
2021
Q4 		$60K Buy
829
+6
+0.7% +$419 0.01% 802
2021
Q3 		$53K Buy
823
+6
+0.7% +$385 0.01% 854
2021
Q2 		$52K Buy
817
+7
+0.9% +$448 0.01% 826
2021
Q1 		$49K Buy
810
+6
+0.7% +$334 0.01% 784
2020
Q4 		$40K Buy
804
+7
+0.9% +$321 0.01% 756
2020
Q3 		$32K Buy
797
+160
+25% +$6.82K 0.01% 653
2020
Q2 		$26K Buy
637
+9
+1% +$328 0.01% 678
2020
Q1 		$20K Buy
628
+207
+49% +$9.79K 0.01% 669
2019
Q4 		$23K Buy
421
+1
+0.2% +$55 0.01% 649
2019
Q3 		$24K Buy
420
+4
+1% +$225 0.01% 598
2019
Q2 		$24K Buy
416
+8
+2% +$441 0.01% 590
2019
Q1 		$20K Hold
408
– – 0.01% 556
2018
Q4 		$18K Sell
408
-632
-61% -$31.1K 0.01% 503
2018
Q3 		$61K Buy
+1,040
New +$58K 0.04% 274
2017
Q3 		– Sell
-199
Closed -$13K – 943
2017
Q2 		$13K Buy
199
+1
+0.5% +$63 0.01% 479
2017
Q1 		$12K Sell
198
-80
-29% -$4.88K 0.01% 463
2016
Q4 		$16K Buy
+278
New +$15.6K 0.02% 389

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

Patriot Financial Group Insurance Agency's PFG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 3,014 shares — an estimated $272K sold.

Patriot Financial Group Insurance Agency first reported a position in PFG in Q4 2016 and held it in 21 quarters. The position peaked at $272K in Q1 2026. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,014 Principal Financial Group shares in Q2 2026, an estimated $272K.
  • Patriot Financial Group Insurance Agency first reported a position in Principal Financial Group in Q4 2016 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's Principal Financial Group position peaked at $272K in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.