RIM
PFG icon

Rakuten Investment Management’s Principal Financial Group PFG Stock Holding History

Rakuten Investment 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
2026
Q1 		$2.69M Buy
30,452
+3,184
+12% +$291K 0.01% 348
2025
Q4 		$2.43M Sell
27,268
-196,182
-88% -$16.6M 0.01% 413
2025
Q3 		$31.3M Buy
+223,450
New +$17.9M 0.11% 47
2025
Q1 		$1.64M Buy
+19,738
New +$1.64M 0.01% 416
2024
Q3 		$1.07M Buy
12,463
+3,014
+32% +$243K 0.01% 334
2024
Q2 		$751K Buy
9,449
+3,386
+56% +$275K ﹤0.01% 328
2024
Q1 		$523K Buy
6,063
+5,505
+987% +$442K ﹤0.01% 316
2023
Q4 		$44.2K Buy
+558
New +$40.4K ﹤0.01% 316

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VCM
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VPM
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Bank of America
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Charles Schwab
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Geode Capital Management
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Dimensional Fund Advisors
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