QC
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Quent Capital’s Principal Financial Group PFG Stock Holding History

Quent Capital’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
Q1 		$127K Sell
1,415
-186
-12% -$17K 0.01% 480
2025
Q4 		$141K Buy
1,601
+61
+4% +$5.15K 0.01% 467
2025
Q3 		$128K Buy
+1,540
New +$123K 0.01% 374
2025
Q2 		– Sell
-1,305
Closed -$110K – 982
2025
Q1 		$110K Buy
1,305
+63
+5% +$5.24K 0.01% 371
2024
Q4 		$96.1K Sell
1,242
-40
-3% -$3.37K 0.01% 420
2024
Q3 		$110K Buy
1,282
+1
+0.1% +$81 0.01% 474
2024
Q2 		$100K Buy
1,281
+4
+0.3% +$325 0.01% 462
2024
Q1 		$110K Buy
1,277
+92
+8% +$7.38K 0.01% 463
2023
Q4 		$93.2K Buy
1,185
+159
+15% +$11.5K 0.01% 472
2023
Q3 		$73.9K Buy
1,026
+65
+7% +$5.04K 0.01% 493
2023
Q2 		$72.9K Sell
961
-261
-21% -$18.8K 0.01% 496
2023
Q1 		$90.8K Sell
1,222
-66
-5% -$5.6K 0.02% 436
2022
Q4 		$108K Sell
1,288
-48
-4% -$4.12K 0.02% 386
2022
Q3 		$96K Buy
1,336
+510
+62% +$36.6K 0.02% 385
2022
Q2 		$55K Buy
826
+121
+17% +$8.51K 0.01% 494
2022
Q1 		$52K Buy
705
+1
+0.1% +$72 0.01% 586
2021
Q4 		$51K Buy
+704
New +$49.1K 0.01% 542

Other funds holding PFG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Quent Capital's PFG Position: Q1 2026 in Review

Quent Capital reduced its Principal Financial Group (PFG) stake by 12% in Q1 2026, selling an estimated $17K and leaving 1,415 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #480.

Quent Capital first reported a position in PFG in Q4 2021 and has held it in 17 quarters since. The position peaked at $141K in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Quent Capital held 1,415 shares of Principal Financial Group worth $127K as of Q1 2026.
  • Quent Capital sold 186 Principal Financial Group shares in Q1 2026, an estimated $17K.
  • Principal Financial Group made up 0.01% of Quent Capital's portfolio in Q1 2026, its #480 holding.
  • Quent Capital first reported a position in Principal Financial Group in Q4 2021 and has held it in 17 quarters since.
  • Quent Capital's Principal Financial Group position peaked at $141K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Quent Capital's 13F filing for Q1 2026, filed 28 Apr 2026.