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Schonfeld Strategic Advisors’s Principal Financial Group PFG Stock Holding History

Schonfeld Strategic Advisors’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 		$527K Buy
+4,887
New +$496K ﹤0.01% 1795
2026
Q1 		– Sell
-28,235
Closed -$2.49M – 2566
2025
Q4 		$2.49M Sell
28,235
-115,019
-80% -$9.71M 0.01% 796
2025
Q3 		$11.9M Sell
143,254
-12,464
-8% -$996K 0.07% 304
2025
Q2 		$12.4M Buy
155,718
+148,136
+1,954% +$11.4M 0.08% 279
2025
Q1 		$640K Sell
7,582
-39,829
-84% -$3.31M ﹤0.01% 1478
2024
Q4 		$3.67M Buy
47,411
+28,547
+151% +$2.41M 0.02% 608
2024
Q3 		$1.62M Sell
18,864
-54,408
-74% -$4.39M 0.01% 975
2024
Q2 		$5.75M Buy
73,272
+65,607
+856% +$5.33M 0.04% 511
2024
Q1 		$662K Sell
7,665
-13,275
-63% -$1.07M ﹤0.01% 1373
2023
Q4 		$1.65M Sell
20,940
-24,706
-54% -$1.79M 0.01% 867
2023
Q3 		$3.29M Buy
+45,646
New +$3.54M 0.03% 670
2023
Q2 		– Sell
-32,533
Closed -$2.42M – 2413
2023
Q1 		$2.42M Sell
32,533
-22,972
-41% -$1.95M 0.02% 640
2022
Q4 		$4.66M Sell
55,505
-10,045
-15% -$862K 0.04% 500
2022
Q3 		$4.73M Buy
+65,550
New +$4.71M 0.04% 546
2022
Q2 		– Sell
-273,900
Closed -$20.1M – 2889
2022
Q1 		$20.1M Buy
+273,900
New +$19.8M 0.18% 117
2021
Q4 		– Sell
-323,240
Closed -$20.8M – 2436
2021
Q3 		$20.8M Sell
323,240
-52,260
-14% -$3.36M 0.21% 111
2021
Q2 		$23.7M Sell
375,500
-209,800
-36% -$13.4M 0.25% 98
2021
Q1 		$35.1M Buy
+585,300
New +$32.6M 0.43% 31
2020
Q4 		– Sell
-42,332
Closed -$1.7M – 1800
2020
Q3 		$1.7M Sell
42,332
-31,221
-42% -$1.33M 0.03% 553
2020
Q2 		$3.06M Sell
73,553
-5,518
-7% -$201K 0.08% 311
2020
Q1 		$2.48M Buy
79,071
+9,571
+14% +$453K 0.16% 157
2019
Q4 		$3.82M Buy
+69,500
New +$3.8M 0.09% 238
2018
Q3 		– Sell
-5,773
Closed -$306K – 973
2018
Q2 		$306K Sell
5,773
-18,539
-76% -$1.08M 0.02% 630
2018
Q1 		$1.48M Buy
+24,312
New +$1.6M 0.11% 251
2016
Q3 		– Sell
-5,954
Closed -$244K – 511
2016
Q2 		$244K Buy
+5,954
New +$251K 0.05% 346

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schonfeld Strategic Advisors's PFG Position: Q2 2026 in Review

Schonfeld Strategic Advisors opened a new position in Principal Financial Group (PFG) in Q2 2026: 4,887 shares worth $527K. The stake represents ﹤0.01% of the portfolio and ranks #1795 among its holdings. This is a return to the name: Schonfeld Strategic Advisors previously reported a position in PFG as recently as Q4 2025.

Schonfeld Strategic Advisors first reported a position in PFG in Q2 2016 and has held it in 25 quarters since. The position peaked at $35.1M in Q1 2021. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Schonfeld Strategic Advisors held 4,887 shares of Principal Financial Group worth $527K as of Q2 2026.
  • Principal Financial Group was a new Schonfeld Strategic Advisors position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Schonfeld Strategic Advisors's portfolio in Q2 2026, its #1795 holding.
  • Schonfeld Strategic Advisors first reported a position in Principal Financial Group in Q2 2016 and has held it in 25 quarters since.
  • Schonfeld Strategic Advisors's Principal Financial Group position peaked at $35.1M in Q1 2021.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.