Sound Income Strategies’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
Q2 | $24M | Sell |
222,669
-21,265
| -9% | -$2.16M | 1.08% | 19 |
|
|
2026
Q1 | $22M | Sell |
243,934
-158
| -0.1% | -$14.4K | 1.06% | 20 |
|
|
2025
Q4 | $21.6M | Sell |
244,092
-1,976
| -0.8% | -$167K | 1.02% | 22 |
|
|
2025
Q3 | $20.3M | Sell |
246,068
-2,790
| -1% | -$223K | 1.11% | 22 |
|
|
2025
Q2 | $19.8M | Buy |
248,858
+12,241
| +5% | +$940K | 1.13% | 22 |
|
|
2025
Q1 | $20M | Buy |
236,617
+7,940
| +3% | +$660K | 1.18% | 24 |
|
|
2024
Q4 | $17.7M | Buy |
228,677
+18,538
| +9% | +$1.56M | 1.1% | 28 |
|
|
2024
Q3 | $18.1M | Buy |
210,139
+14,923
| +8% | +$1.21M | 1.16% | 24 |
|
|
2024
Q2 | $15.3M | Buy |
195,216
+13,440
| +7% | +$1.09M | 0.96% | 30 |
|
|
2024
Q1 | $15.7M | Buy |
181,776
+14,339
| +9% | +$1.15M | 1.17% | 27 |
|
|
2023
Q4 | $13.2M | Buy |
167,437
+12,908
| +8% | +$935K | 1.1% | 28 |
|
|
2023
Q3 | $11.1M | Buy |
154,529
+10,772
| +7% | +$836K | 0.94% | 30 |
|
|
2023
Q2 | $10.9M | Buy |
143,757
+10,447
| +8% | +$753K | 1.12% | 27 |
|
|
2023
Q1 | $9.91M | Buy |
133,310
+12,902
| +11% | +$1.09M | 1.08% | 25 |
|
|
2022
Q4 | $10.1M | Sell |
120,408
-52,138
| -30% | -$4.47M | 1.29% | 21 |
|
|
2022
Q3 | $12.4M | Sell |
172,546
-9,862
| -5% | -$708K | 1.81% | 14 |
|
|
2022
Q2 | $12.2M | Buy |
182,408
+16,093
| +10% | +$1.13M | 1.62% | 17 |
|
|
2022
Q1 | $12.2M | Buy |
166,315
+21,843
| +15% | +$1.58M | 1.41% | 19 |
|
|
2021
Q4 | $10.4M | Buy |
144,472
+589
| +0.4% | +$41.1K | 1.23% | 20 |
|
|
2021
Q3 | $9.27M | Buy |
143,883
+18,566
| +15% | +$1.19M | 1.2% | 19 |
|
|
2021
Q2 | $7.92M | Buy |
125,317
+12,165
| +11% | +$778K | 1.14% | 19 |
|
|
2021
Q1 | $6.78M | Buy |
113,152
+36,094
| +47% | +$2.01M | 1.15% | 14 |
|
|
2020
Q4 | $3.82M | Buy |
77,058
+18,999
| +33% | +$870K | 0.84% | 18 |
|
|
2020
Q3 | $2.34M | Buy |
58,059
+10,253
| +21% | +$437K | 0.64% | 21 |
|
|
2020
Q2 | $1.99M | Buy |
47,806
+5,403
| +13% | +$197K | 0.59% | 23 |
|
|
2020
Q1 | $1.33M | Buy |
42,403
+8,244
| +24% | +$390K | 0.46% | 29 |
|
|
2019
Q4 | $1.88M | Buy |
34,159
+3,436
| +11% | +$188K | 0.5% | 30 |
|
|
2019
Q3 | $1.75M | Buy |
30,723
+4,414
| +17% | +$248K | 0.53% | 25 |
|
|
2019
Q2 | $1.52M | Buy |
26,309
+6,863
| +35% | +$378K | 0.53% | 23 |
|
|
2019
Q1 | $976K | Buy |
19,446
+14
| +0.1% | +$694 | 0.45% | 29 |
|
|
2018
Q4 | $858K | Sell |
19,432
-2,040
| -10% | -$100K | 0.45% | 31 |
|
|
2018
Q3 | $1.26M | Buy |
21,472
+6,261
| +41% | +$349K | 0.61% | 24 |
|
|
2018
Q2 | $805K | Buy |
15,211
+4,499
| +42% | +$261K | 0.47% | 31 |
|
|
2018
Q1 | $652K | Buy |
10,712
+932
| +10% | +$61.3K | 0.43% | 30 |
|
|
2017
Q4 | $604K | Buy |
+9,780
| New | +$674K | 0.4% | 37 |
|
Other funds holding PFG
NLI
Sound Income Strategies's PFG Position: Q2 2026 in Review
Sound Income Strategies reduced its Principal Financial Group (PFG) stake by 8.7% in Q2 2026, selling an estimated $2.16M and leaving 222,669 shares worth $24M. The position accounts for 1.08% of the portfolio, ranked #19.
Sound Income Strategies first reported a position in PFG in Q4 2017 and has held it in 35 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Sound Income Strategies held 222,669 shares of Principal Financial Group worth $24M as of Q2 2026.
- Sound Income Strategies sold 21,265 Principal Financial Group shares in Q2 2026, an estimated $2.16M.
- Principal Financial Group made up 1.08% of Sound Income Strategies's portfolio in Q2 2026, its #19 holding.
- Sound Income Strategies first reported a position in Principal Financial Group in Q4 2017 and has held it in 35 quarters since.
- 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.