PCM
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Prana Capital Management’s Principal Financial Group PFG Stock Holding History

Prana Capital 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
2025
Q4 		– Sell
-241,339
Closed -$20M – 139
2025
Q3 		$20M Sell
241,339
-17,891
-7% -$1.43M 0.67% 36
2025
Q2 		$20.6M Buy
+259,230
New +$19.9M 0.73% 38
2025
Q1 		– Sell
-105,399
Closed -$8.16M – 118
2024
Q4 		$8.16M Buy
105,399
+51,505
+96% +$4.34M 0.39% 56
2024
Q3 		$4.63M Sell
53,894
-35,676
-40% -$2.88M 0.21% 65
2024
Q2 		$7.03M Buy
89,570
+82,206
+1,116% +$6.68M 0.33% 57
2024
Q1 		$636K Buy
+7,364
New +$591K 0.03% 81
2022
Q2 		– Sell
-71,481
Closed -$5.25M – 105
2022
Q1 		$5.25M Buy
71,481
+2,759
+4% +$200K 0.42% 48
2021
Q4 		$4.97M Sell
68,722
-542,196
-89% -$37.8M 0.39% 56
2021
Q3 		$39.3M Sell
610,918
-99,243
-14% -$6.37M 3.46% 7
2021
Q2 		$44.9M Buy
710,161
+76,618
+12% +$4.9M 3.06% 10
2021
Q1 		$38M Buy
633,543
+591,262
+1,398% +$33M 3.11% 11
2020
Q4 		$2.1M Sell
42,281
-253,373
-86% -$11.6M 0.27% 47
2020
Q3 		$11.9M Sell
295,654
-229,752
-44% -$9.79M 2.07% 18
2020
Q2 		$21.8M Sell
525,406
-28,587
-5% -$1.04M 2.97% 13
2020
Q1 		$17.4M Buy
553,993
+173,314
+46% +$8.2M 5.06% 3
2019
Q4 		$20.9M Buy
+380,679
New +$20.8M 3.07% 15
2019
Q1 		– Sell
-153,000
Closed -$6.76M – 62
2018
Q4 		$6.76M Buy
+153,000
New +$7.53M 1.45% 26
2018
Q2 		– Sell
-334,049
Closed -$20.3M – 53
2018
Q1 		$20.3M Buy
+334,049
New +$22M 5.98% 3

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prana Capital Management's PFG Position: Q4 2025 in Review

Prana Capital Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 241,339 shares — an estimated $20M sold.

Prana Capital Management first reported a position in PFG in Q1 2018 and held it in 18 quarters. The position peaked at $44.9M in Q2 2021. 892 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Prana Capital Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Prana Capital Management sold 241,339 Principal Financial Group shares in Q4 2025, an estimated $20M.
  • Prana Capital Management first reported a position in Principal Financial Group in Q1 2018 and held it in 18 quarters.
  • Prana Capital Management's Principal Financial Group position peaked at $44.9M in Q2 2021.
  • 892 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Prana Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.