Principal Financial Group
LIND icon

Principal Financial Group’s Lindblad Expeditions LIND Stock Holding History

Principal Financial Group’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.4M Sell
1,393,582
-136,286
-9% -$2.88M 0.02% 623
2026
Q1 		$26.5M Buy
1,529,868
+46,955
+3% +$834K 0.01% 751
2025
Q4 		$21.4M Buy
1,482,913
+122,147
+9% +$1.54M 0.01% 865
2025
Q3 		$17.4M Sell
1,360,766
-38,557
-3% -$507K 0.01% 952
2025
Q2 		$16.3M Sell
1,399,323
-120,318
-8% -$1.19M 0.01% 963
2025
Q1 		$14.1M Sell
1,519,641
-56,891
-4% -$649K 0.01% 1060
2024
Q4 		$18.7M Sell
1,576,532
-112,017
-7% -$1.28M 0.01% 891
2024
Q3 		$15.6M Buy
1,688,549
+26,647
+2% +$248K 0.01% 1002
2024
Q2 		$16M Buy
1,661,902
+36,307
+2% +$281K 0.01% 991
2024
Q1 		$15.2M Sell
1,625,595
-70,250
-4% -$647K 0.01% 1086
2023
Q4 		$19.1M Sell
1,695,845
-949
-0.1% -$7.35K 0.01% 900
2023
Q3 		$12.2M Sell
1,696,794
-23,747
-1% -$226K 0.01% 1108
2023
Q2 		$18.7M Buy
1,720,541
+18,974
+1% +$195K 0.01% 886
2023
Q1 		$16.3M Buy
1,701,567
+384,359
+29% +$3.87M 0.01% 980
2022
Q4 		$10.1M Sell
1,317,208
-82,239
-6% -$694K 0.01% 1232
2022
Q3 		$9.46M Buy
1,399,447
+106,124
+8% +$925K 0.01% 1218
2022
Q2 		$10.5M Buy
1,293,323
+274,616
+27% +$3.58M 0.01% 1231
2022
Q1 		$15.4M Buy
1,018,707
+90,477
+10% +$1.46M 0.01% 1097
2021
Q4 		$14.5M Buy
928,230
+3,942
+0.4% +$62.2K 0.01% 1177
2021
Q3 		$13.5M Sell
924,288
-43,986
-5% -$618K 0.01% 1241
2021
Q2 		$15.5M Buy
968,274
+182,129
+23% +$3.08M 0.01% 1171
2021
Q1 		$14.9M Buy
786,145
+267,080
+51% +$4.86M 0.01% 1157
2020
Q4 		$8.89M Buy
519,065
+2,448
+0.5% +$28K 0.01% 1305
2020
Q3 		$4.4M Sell
516,617
-14,623
-3% -$124K ﹤0.01% 1505
2020
Q2 		$4.1M Buy
531,240
+158,203
+42% +$1.09M ﹤0.01% 1503
2020
Q1 		$1.55M Sell
373,037
-28,249
-7% -$363K ﹤0.01% 1658
2019
Q4 		$6.56M Buy
+401,286
New +$6.41M 0.01% 1442

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principal Financial Group's LIND Position: Q2 2026 in Review

Principal Financial Group reduced its Lindblad Expeditions (LIND) stake by 8.9% in Q2 2026, selling an estimated $2.88M and leaving 1,393,582 shares worth $39.4M. The position accounts for 0.02% of the portfolio, ranked #623.

Principal Financial Group first reported a position in LIND in Q4 2019 and has held it in 27 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Principal Financial Group held 1,393,582 shares of Lindblad Expeditions worth $39.4M as of Q2 2026.
  • Principal Financial Group sold 136,286 Lindblad Expeditions shares in Q2 2026, an estimated $2.88M.
  • Lindblad Expeditions made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #623 holding.
  • Principal Financial Group first reported a position in Lindblad Expeditions in Q4 2019 and has held it in 27 quarters since.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.