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Sonora Investment Management Group’s Principal Financial Group PFG Stock Holding History

Sonora Investment Management Group’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
2025
Q3 		$298K Hold
3,600
– – 0.02% 225
2025
Q2 		$286K Sell
3,600
-542
-13% -$41.6K 0.02% 225
2025
Q1 		$349K Hold
4,142
– – 0.03% 200
2024
Q4 		$321K Hold
4,142
– – 0.02% 211
2024
Q3 		$356K Buy
4,142
+542
+15% +$43.8K 0.03% 201
2024
Q2 		$311K Hold
3,600
– – 0.02% 220
2024
Q1 		$311K Hold
3,600
– – 0.02% 221
2023
Q4 		$283K Buy
+3,600
New +$261K 0.02% 216

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sonora Investment Management Group's PFG Position: Q3 2025 in Review

Sonora Investment Management Group held its Principal Financial Group (PFG) position steady in Q3 2025 at 3,600 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #225.

Sonora Investment Management Group first reported a position in PFG in Q4 2023 and has held it in 8 quarters since. The position peaked at $356K in Q3 2024. 830 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Sonora Investment Management Group held 3,600 shares of Principal Financial Group worth $298K as of Q3 2025.
  • Sonora Investment Management Group left its Principal Financial Group share count unchanged in Q3 2025.
  • Principal Financial Group made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #225 holding.
  • Sonora Investment Management Group first reported a position in Principal Financial Group in Q4 2023 and has held it in 8 quarters since.
  • Sonora Investment Management Group's Principal Financial Group position peaked at $356K in Q3 2024.
  • 830 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.