Sentry Investment Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-464
| Closed | -$41K | – | 364 |
|
|
2025
Q4 | $41K | Hold |
464
| – | – | 0.03% | 408 |
|
|
2025
Q3 | $38K | Sell |
464
-164
| -26% | -$13.1K | 0.03% | 433 |
|
|
2025
Q2 | $51K | Hold |
628
| – | – | 0.03% | 392 |
|
|
2025
Q1 | $45K | Sell |
628
-188
| -23% | -$15.6K | 0.03% | 382 |
|
|
2024
Q4 | $63K | Buy |
+816
| New | +$68.8K | 0.03% | 374 |
|
|
2023
Q4 | – | Sell |
-1,291
| Closed | -$93K | – | 510 |
|
|
2023
Q3 | $93K | Buy |
+1,291
| New | +$100K | 0.04% | 363 |
|
|
2023
Q1 | – | Sell |
-1,557
| Closed | -$131K | – | 494 |
|
|
2022
Q4 | $131K | Buy |
1,557
+224
| +17% | +$19.2K | 0.06% | 324 |
|
|
2022
Q3 | $96K | Sell |
1,333
-333
| -20% | -$23.9K | 0.05% | 361 |
|
|
2022
Q2 | $111K | Buy |
1,666
+165
| +11% | +$11.6K | 0.05% | 346 |
|
|
2022
Q1 | $110K | Sell |
1,501
-253
| -14% | -$18.3K | 0.04% | 422 |
|
|
2021
Q4 | $127K | Hold |
1,754
| – | – | 0.03% | 405 |
|
|
2021
Q3 | $113K | Buy |
1,754
+1,594
| +996% | +$102K | 0.03% | 418 |
|
|
2021
Q2 | $10K | Sell |
160
-2,382
| -94% | -$152K | ﹤0.01% | 462 |
|
|
2021
Q1 | $152K | Sell |
2,542
-12,140
| -83% | -$677K | 0.04% | 374 |
|
|
2020
Q4 | $728K | Hold |
14,682
| – | – | 0.04% | 364 |
|
|
2020
Q3 | $591K | Hold |
14,682
| – | – | 0.03% | 353 |
|
|
2020
Q2 | $610K | Buy |
+14,682
| New | +$536K | 0.04% | 382 |
|
|
2019
Q2 | – | Sell |
-14,181
| Closed | -$712K | – | 488 |
|
|
2019
Q1 | $712K | Sell |
14,181
-1,259
| -8% | -$62.4K | 0.05% | 348 |
|
|
2018
Q4 | $682K | Buy |
+15,440
| New | +$760K | 0.05% | 344 |
|
|
2017
Q4 | – | Sell |
-671
| Closed | -$43K | – | 500 |
|
|
2017
Q3 | $43K | Hold |
671
| – | – | ﹤0.01% | 497 |
|
|
2017
Q2 | $43K | Hold |
671
| – | – | ﹤0.01% | 513 |
|
|
2017
Q1 | $42K | Sell |
671
-11,554
| -95% | -$705K | ﹤0.01% | 508 |
|
|
2016
Q4 | $707K | Hold |
12,225
| – | – | 0.03% | 392 |
|
|
2016
Q3 | $630K | Hold |
12,225
| – | – | 0.03% | 415 |
|
|
2016
Q2 | $503K | Hold |
12,225
| – | – | 0.02% | 445 |
|
|
2016
Q1 | $482K | Hold |
12,225
| – | – | 0.02% | 444 |
|
|
2015
Q4 | $550K | Sell |
12,225
-548
| -4% | -$26.7K | 0.03% | 424 |
|
|
2015
Q3 | $605K | Sell |
12,773
-5,000
| -28% | -$259K | 0.03% | 359 |
|
|
2015
Q2 | $912K | Hold |
17,773
| – | – | 0.04% | 306 |
|
|
2015
Q1 | $913K | Buy |
17,773
+5,000
| +39% | +$251K | 0.04% | 294 |
|
|
2014
Q4 | $663K | Hold |
12,773
| – | – | 0.03% | 332 |
|
|
2014
Q3 | $670K | Sell |
12,773
-1,575
| -11% | -$82.4K | 0.03% | 324 |
|
|
2014
Q2 | $724K | Sell |
14,348
-1,052
| -7% | -$49.5K | 0.04% | 336 |
|
|
2014
Q1 | $708K | Hold |
15,400
| – | – | 0.04% | 338 |
|
|
2013
Q4 | $759K | Buy |
15,400
+3,800
| +33% | +$180K | 0.04% | 322 |
|
|
2013
Q3 | $497K | Hold |
11,600
| – | – | 0.03% | 416 |
|
|
2013
Q2 | $434K | Buy |
+11,600
| New | +$424K | 0.03% | 349 |
|
Other funds holding PFG
NLI
Sentry Investment Management's PFG Position: Q1 2026 in Review
Sentry Investment Management sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 464 shares — an estimated $41K sold.
Sentry Investment Management first reported a position in PFG in Q2 2013 and held it in 37 quarters. The position peaked at $913K in Q1 2015. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Sentry Investment Management reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
- Sentry Investment Management sold 464 Principal Financial Group shares in Q1 2026, an estimated $41K.
- Sentry Investment Management first reported a position in Principal Financial Group in Q2 2013 and held it in 37 quarters.
- Sentry Investment Management's Principal Financial Group position peaked at $913K in Q1 2015.
- 914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.