Rossby Financial’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Other funds holding PFG
NLI
Rossby Financial's PFG Position: Q2 2026 in Review
Rossby Financial reduced its Principal Financial Group (PFG) stake by 48% in Q2 2026, selling an estimated $34.5K and leaving 367 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #774.
Rossby Financial first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $63.7K in Q1 2026. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Rossby Financial held 367 shares of Principal Financial Group worth $39.6K as of Q2 2026.
- Rossby Financial sold 340 Principal Financial Group shares in Q2 2026, an estimated $34.5K.
- Principal Financial Group made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #774 holding.
- Rossby Financial first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
- Rossby Financial's Principal Financial Group position peaked at $63.7K in Q1 2026.
- 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.