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

Redwood 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 Q2	–	Sell	-11,590	Closed	-$1.04M	–	343
2026 Q1	$1.04M	Sell	11,590 -803	-6%	-$73.4K	0.13%	137
2025 Q4	$1.09M	Buy	+12,393	New	+$1.05M	0.12%	166
2024 Q4	–	Sell	-18,245	Closed	-$1.57M	–	366
2024 Q3	$1.57M	Buy	18,245 +713	+4%	+$57.6K	0.14%	192
2024 Q2	$1.28M	Buy	+17,532	New	+$1.42M	0.11%	221
2023 Q1	–	Sell	-17,396	Closed	-$1.46M	–	269
2022 Q4	$1.46M	Sell	17,396 -36	-0.2%	-$3.09K	0.19%	211
2022 Q3	$1.26M	Sell	17,432 -943	-5%	-$67.7K	0.26%	113
2022 Q2	$1.23M	Sell	18,375 -67	-0.4%	-$4.71K	0.21%	127
2022 Q1	$1.35M	Buy	18,442 +73	+0.4%	+$5.29K	0.2%	136
2021 Q4	$1.33M	Buy	+18,369	New	+$1.28M	0.17%	205

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 $3.38T AUM 44.17% 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

Redwood Investment Management's PFG Position: Q2 2026 in Review

Redwood Investment Management sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 11,590 shares — an estimated $1.04M sold.

Redwood Investment Management first reported a position in PFG in Q4 2021 and held it in 9 quarters. The position peaked at $1.57M in Q3 2024. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Redwood Investment Management reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Redwood Investment Management sold 11,590 Principal Financial Group shares in Q2 2026, an estimated $1.04M.
Redwood Investment Management first reported a position in Principal Financial Group in Q4 2021 and held it in 9 quarters.
Redwood Investment Management's Principal Financial Group position peaked at $1.57M in Q3 2024.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.