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Salem Investment Counselors’s Principal Financial Group PFG Stock Holding History

Salem Investment Counselors’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
2025
Q2 		– Sell
-27
Closed -$2.28K – 1237
2025
Q1 		$2.28K Buy
+27
New +$2.25K ﹤0.01% 1019
2024
Q3 		– Sell
-1
Closed -$79 – 1220
2024
Q2 		$79 Sell
1
-222
-100% -$18K ﹤0.01% 1149
2024
Q1 		$19.2K Hold
223
– – ﹤0.01% 718
2023
Q4 		$17.5K Buy
+223
New +$16.2K ﹤0.01% 717
2017
Q3 		– Sell
-13
Closed -$1K – 641
2017
Q2 		$1K Buy
+13
New +$825 ﹤0.01% 633

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salem Investment Counselors's PFG Position: Q2 2025 in Review

Salem Investment Counselors sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 27 shares — an estimated $2.28K sold.

Salem Investment Counselors first reported a position in PFG in Q2 2017 and held it in 5 quarters. The position peaked at $19.2K in Q1 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Salem Investment Counselors reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 27 Principal Financial Group shares in Q2 2025, an estimated $2.28K.
  • Salem Investment Counselors first reported a position in Principal Financial Group in Q2 2017 and held it in 5 quarters.
  • Salem Investment Counselors's Principal Financial Group position peaked at $19.2K in Q1 2024.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Salem Investment Counselors's 13F filing for Q2 2025, filed 7 Jul 2025.