Pin Oak Investment Advisors’s Principal Financial Group PFG Stock Holding History

Pin Oak Investment 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	-78	Closed	-$6.47K	–	510
2025 Q3	$6.47K	Hold	78	–	–	﹤0.01%	404
2025 Q2	$6K	Hold	78	–	–	0.01%	365
2025 Q1	$6K	Hold	78	–	–	﹤0.01%	363
2024 Q4	$7K	Hold	78	–	–	0.01%	366
2024 Q3	$6K	Hold	78	–	–	0.01%	381
2024 Q2	$6K	Hold	78	–	–	0.01%	373
2024 Q1	$7K	Hold	78	–	–	0.01%	357
2023 Q4	$6K	Hold	78	–	–	0.01%	374
2023 Q3	$6K	Hold	78	–	–	0.01%	361
2023 Q2	$6K	Hold	78	–	–	0.01%	364
2023 Q1	$6K	Hold	78	–	–	0.01%	344
2022 Q4	$7K	Hold	78	–	–	0.01%	327
2022 Q3	$6K	Hold	78	–	–	0.01%	313
2022 Q2	$5K	Hold	78	–	–	0.01%	348
2022 Q1	$6K	Hold	78	–	–	0.01%	355
2021 Q4	$6K	Hold	78	–	–	0.01%	354
2021 Q3	$5K	Buy	+78	New	+$5.01K	0.01%	342

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

Pin Oak Investment Advisors's PFG Position: Q4 2025 in Review

Pin Oak Investment Advisors sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 78 shares — an estimated $6.47K sold.

Pin Oak Investment Advisors first reported a position in PFG in Q3 2021 and held it in 17 quarters. The position peaked at $7K in Q4 2024. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

Pin Oak Investment Advisors reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
Pin Oak Investment Advisors sold 78 Principal Financial Group shares in Q4 2025, an estimated $6.47K.
Pin Oak Investment Advisors first reported a position in Principal Financial Group in Q3 2021 and held it in 17 quarters.
Pin Oak Investment Advisors's Principal Financial Group position peaked at $7K in Q4 2024.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.