Quarry LP’s Principal Financial Group PFG Stock Holding History

Quarry LP’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	$39.7K	Buy	+368	New	+$37.4K	﹤0.01%	707
2026 Q1	–	Sell	-920	Closed	-$81.2K	–	2065
2025 Q4	$81.2K	Buy	+920	New	+$77.7K	0.01%	512
2025 Q3	–	Sell	-379	Closed	-$30.1K	–	2427
2025 Q2	$30.1K	Buy	+379	New	+$29.1K	0.01%	1044
2025 Q1	–	Sell	-948	Closed	-$73.4K	–	1930
2024 Q4	$73.4K	Buy	+948	New	+$79.9K	0.01%	564
2024 Q3	–	Sell	-1,157	Closed	-$90.8K	–	1972
2024 Q2	$90.8K	Buy	+1,157	New	+$94K	0.03%	384
2024 Q1	–	Sell	-183	Closed	-$14.4K	–	1851
2023 Q4	$14.4K	Buy	+183	New	+$13.3K	﹤0.01%	926

Other funds holding PFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Quarry LP's PFG Position: Q2 2026 in Review

Quarry LP opened a new position in Principal Financial Group (PFG) in Q2 2026: 368 shares worth $39.7K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Quarry LP previously reported a position in PFG as recently as Q4 2025.

Quarry LP first reported a position in PFG in Q4 2023 and has held it in 6 quarters since. The position peaked at $90.8K in Q2 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Quarry LP held 368 shares of Principal Financial Group worth $39.7K as of Q2 2026.
Principal Financial Group was a new Quarry LP position in Q2 2026.
Principal Financial Group made up ﹤0.01% of Quarry LP's portfolio in Q2 2026, its #707 holding.
Quarry LP first reported a position in Principal Financial Group in Q4 2023 and has held it in 6 quarters since.
Quarry LP's Principal Financial Group position peaked at $90.8K in Q2 2024.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Quarry LP's 13F filing for Q2 2026, filed 14 Aug 2026.