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Sivia Capital Partners’s Principal Financial Group PFG Stock Holding History

Sivia Capital Partners’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 		$341K Hold
3,162
– – 0.04% 434
2026
Q1 		$285K Sell
3,162
-3,837
-55% -$351K 0.06% 370
2025
Q4 		$617K Buy
+6,999
New +$591K 0.13% 213

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NLI
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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 $3.38T AUM 44.17% 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

Sivia Capital Partners's PFG Position: Q2 2026 in Review

Sivia Capital Partners held its Principal Financial Group (PFG) position steady in Q2 2026 at 3,162 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #434.

Sivia Capital Partners first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $617K in Q4 2025. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Sivia Capital Partners held 3,162 shares of Principal Financial Group worth $341K as of Q2 2026.
  • Sivia Capital Partners left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.04% of Sivia Capital Partners's portfolio in Q2 2026, its #434 holding.
  • Sivia Capital Partners first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Sivia Capital Partners's Principal Financial Group position peaked at $617K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.