Snowden Capital Advisors’s Principal Financial Group PFG Stock Holding History

Snowden Capital 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 Q1	$240K	Buy	+2,667	New	+$244K	0.01%	1124
2024 Q4	–	Sell	-2,560	Closed	-$220K	–	1248
2024 Q3	$220K	Sell	2,560 -275	-10%	-$22.2K	0.01%	1136
2024 Q2	$222K	Buy	2,835 +7	+0.2%	+$568	0.01%	1099
2024 Q1	$244K	Buy	2,828 +41	+1%	+$3.29K	0.01%	1051
2023 Q4	$219K	Sell	2,787 -407	-13%	-$29.5K	0.01%	1045
2023 Q3	$230K	Sell	3,194 -293	-8%	-$22.7K	0.01%	960
2023 Q2	$264K	Sell	3,487 -93	-3%	-$6.7K	0.01%	1003
2023 Q1	$266K	Sell	3,580 -393	-10%	-$33.3K	0.01%	980
2022 Q4	$333K	Sell	3,973 -432	-10%	-$37.1K	0.01%	877
2022 Q3	$317K	Sell	4,405 -30	-0.7%	-$2.15K	0.01%	872
2022 Q2	$296K	Buy	4,435 +1,278	+40%	+$89.9K	0.01%	876
2022 Q1	$231K	Buy	3,157 +1,106	+54%	+$80.1K	0.01%	923
2021 Q4	$148K	Buy	+2,051	New	+$143K	0.01%	733

Other funds holding PFG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Snowden Capital Advisors's PFG Position: Q1 2026 in Review

Snowden Capital Advisors opened a new position in Principal Financial Group (PFG) in Q1 2026: 2,667 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #1124 among its holdings. This is a return to the name: Snowden Capital Advisors previously reported a position in PFG as recently as Q3 2024.

Snowden Capital Advisors first reported a position in PFG in Q4 2021 and has held it in 13 quarters since. The position peaked at $333K in Q4 2022. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Snowden Capital Advisors held 2,667 shares of Principal Financial Group worth $240K as of Q1 2026.
Principal Financial Group was a new Snowden Capital Advisors position in Q1 2026.
Principal Financial Group made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1124 holding.
Snowden Capital Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 13 quarters since.
Snowden Capital Advisors's Principal Financial Group position peaked at $333K in Q4 2022.
910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.