Sit Investment Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-575
| Closed | -$48K | – | 534 |
|
|
2025
Q3 | $48K | Hold |
575
| – | – | ﹤0.01% | 491 |
|
|
2025
Q2 | $46K | Hold |
575
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $49K | Hold |
575
| – | – | ﹤0.01% | 503 |
|
|
2024
Q4 | $45K | Hold |
575
| – | – | ﹤0.01% | 511 |
|
|
2024
Q3 | $49K | Hold |
575
| – | – | ﹤0.01% | 521 |
|
|
2024
Q2 | $45K | Hold |
575
| – | – | ﹤0.01% | 511 |
|
|
2024
Q1 | $50K | Hold |
575
| – | – | ﹤0.01% | 499 |
|
|
2023
Q4 | $45K | Hold |
575
| – | – | ﹤0.01% | 513 |
|
|
2023
Q3 | $41K | Hold |
575
| – | – | ﹤0.01% | 506 |
|
|
2023
Q2 | $44K | Hold |
575
| – | – | ﹤0.01% | 522 |
|
|
2023
Q1 | $43K | Hold |
575
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $48K | Hold |
575
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $41K | Sell |
575
-497
| -46% | -$35.7K | ﹤0.01% | 503 |
|
|
2022
Q2 | $72K | Hold |
1,072
| – | – | ﹤0.01% | 488 |
|
|
2022
Q1 | $79K | Hold |
1,072
| – | – | ﹤0.01% | 491 |
|
|
2021
Q4 | $78K | Buy |
+1,072
| New | +$74.8K | ﹤0.01% | 493 |
|
|
2021
Q3 | – | Sell |
-1,072
| Closed | -$68K | – | 518 |
|
|
2021
Q2 | $68K | Hold |
1,072
| – | – | ﹤0.01% | 507 |
|
|
2021
Q1 | $64K | Hold |
1,072
| – | – | ﹤0.01% | 505 |
|
|
2020
Q4 | $53K | Hold |
1,072
| – | – | ﹤0.01% | 501 |
|
|
2020
Q3 | $43K | Hold |
1,072
| – | – | ﹤0.01% | 499 |
|
|
2020
Q2 | $45K | Hold |
1,072
| – | – | ﹤0.01% | 506 |
|
|
2020
Q1 | $34K | Hold |
1,072
| – | – | ﹤0.01% | 517 |
|
|
2019
Q4 | $59K | Hold |
1,072
| – | – | ﹤0.01% | 496 |
|
|
2019
Q3 | $61K | Hold |
1,072
| – | – | ﹤0.01% | 499 |
|
|
2019
Q2 | $62K | Hold |
1,072
| – | – | ﹤0.01% | 513 |
|
|
2019
Q1 | $54K | Hold |
1,072
| – | – | ﹤0.01% | 518 |
|
|
2018
Q4 | $47K | Hold |
1,072
| – | – | ﹤0.01% | 519 |
|
|
2018
Q3 | $63K | Hold |
1,072
| – | – | ﹤0.01% | 512 |
|
|
2018
Q2 | $57K | Sell |
1,072
-64
| -6% | -$3.72K | ﹤0.01% | 516 |
|
|
2018
Q1 | $69K | Hold |
1,136
| – | – | ﹤0.01% | 515 |
|
|
2017
Q4 | $80K | Buy |
1,136
+1,072
| +1,675% | +$73.9K | ﹤0.01% | 509 |
|
|
2017
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 603 |
|
|
2017
Q2 | $4K | Buy |
+64
| New | +$4.06K | ﹤0.01% | 582 |
|
Other funds holding PFG
NLI
Sit Investment Associates's PFG Position: Q4 2025 in Review
Sit Investment Associates sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 575 shares — an estimated $48K sold.
Sit Investment Associates first reported a position in PFG in Q2 2017 and held it in 33 quarters. The position peaked at $80K in Q4 2017. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.
- Sit Investment Associates reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
- Sit Investment Associates sold 575 Principal Financial Group shares in Q4 2025, an estimated $48K.
- Sit Investment Associates first reported a position in Principal Financial Group in Q2 2017 and held it in 33 quarters.
- Sit Investment Associates's Principal Financial Group position peaked at $80K in Q4 2017.
- 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.
Based on Sit Investment Associates's 13F filing for Q4 2025, filed 12 Feb 2026.