Pflug Koory’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.6K | Buy |
473
+188
| +66% | +$17.2K | 0.02% | 232 |
|
|
2025
Q4 | $25.1K | Hold |
285
| – | – | 0.01% | 276 |
|
|
2025
Q3 | $23.6K | Hold |
285
| – | – | 0.01% | 276 |
|
|
2025
Q2 | $22.6K | Hold |
285
| – | – | 0.01% | 278 |
|
|
2025
Q1 | $24K | Hold |
285
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $22.1K | Hold |
285
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $24.5K | Buy |
+285
| New | +$23K | 0.01% | 276 |
|
|
2024
Q1 | $24.6K | Hold |
285
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $22.4K | Hold |
285
| – | – | 0.01% | 281 |
|
|
2023
Q3 | $20.5K | Hold |
285
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $21.6K | Hold |
285
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $21.2K | Hold |
285
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $24K | Hold |
285
| – | – | 0.01% | 268 |
|
|
2022
Q3 | $21K | Hold |
285
| – | – | 0.01% | 291 |
|
|
2022
Q2 | $19K | Hold |
285
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $21K | Hold |
285
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $21K | Hold |
285
| – | – | 0.01% | 319 |
|
|
2021
Q3 | $18K | Hold |
285
| – | – | 0.01% | 321 |
|
|
2021
Q2 | $18K | Hold |
285
| – | – | 0.01% | 332 |
|
|
2021
Q1 | $17K | Hold |
285
| – | – | 0.01% | 331 |
|
|
2020
Q4 | $14K | Hold |
285
| – | – | 0.01% | 324 |
|
|
2020
Q3 | $11K | Hold |
285
| – | – | 0.01% | 314 |
|
|
2020
Q2 | $12K | Hold |
285
| – | – | 0.01% | 307 |
|
|
2020
Q1 | $9K | Hold |
285
| – | – | 0.01% | 314 |
|
|
2019
Q4 | $16K | Hold |
285
| – | – | 0.01% | 297 |
|
|
2019
Q3 | $16K | Hold |
285
| – | – | 0.01% | 292 |
|
|
2019
Q2 | $17K | Buy |
285
+245
| +613% | +$13.5K | 0.01% | 285 |
|
|
2019
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 402 |
|
|
2018
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 393 |
|
|
2018
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 405 |
|
|
2018
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 406 |
|
|
2018
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 398 |
|
|
2017
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 367 |
|
|
2017
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 385 |
|
|
2017
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 386 |
|
|
2017
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 385 |
|
|
2016
Q4 | $2 | Buy |
+40
| New | +$2.24K | ﹤0.01% | 377 |
|
Other funds holding PFG
NLI
VCM
VPM
Pflug Koory's PFG Position: Q1 2026 in Review
Pflug Koory increased its Principal Financial Group (PFG) stake by 66% in Q1 2026, buying an estimated $17.2K and bringing the position to 473 shares worth $42.6K. The position accounts for 0.02% of the portfolio, ranked #232.
Pflug Koory first reported a position in PFG in Q4 2016 and has held it in 37 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Pflug Koory held 473 shares of Principal Financial Group worth $42.6K as of Q1 2026.
- Pflug Koory bought 188 Principal Financial Group shares in Q1 2026, an estimated $17.2K.
- Principal Financial Group made up 0.02% of Pflug Koory's portfolio in Q1 2026, its #232 holding.
- Pflug Koory first reported a position in Principal Financial Group in Q4 2016 and has held it in 37 quarters since.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Pflug Koory's 13F filing for Q1 2026, filed 22 Apr 2026.