Picton Mahoney Asset Management
PFG icon

Picton Mahoney Asset Management’s Principal Financial Group PFG Stock Holding History

Picton Mahoney Asset Management’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 		$13K Sell
121
-19,315
-99% -$1.96M ﹤0.01% 1085
2026
Q1 		$1.75M Buy
19,436
+10,001
+106% +$914K 0.01% 529
2025
Q4 		$832K Buy
+9,435
New +$796K 0.01% 610

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nippon Life Insurance
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 $3.38T AUM 44.17% 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

Picton Mahoney Asset Management's PFG Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its Principal Financial Group (PFG) stake by 99% in Q2 2026, selling an estimated $1.96M and leaving 121 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Picton Mahoney Asset Management first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.75M in Q1 2026. 962 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Picton Mahoney Asset Management held 121 shares of Principal Financial Group worth $13K as of Q2 2026.
  • Picton Mahoney Asset Management sold 19,315 Principal Financial Group shares in Q2 2026, an estimated $1.96M.
  • Principal Financial Group made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #1085 holding.
  • Picton Mahoney Asset Management first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Picton Mahoney Asset Management's Principal Financial Group position peaked at $1.75M in Q1 2026.
  • 962 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.