SRH Advisors’s Principal Financial Group PFG Stock Holding History

SRH 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	$19K	Hold	211	–	–	0.01%	185
2025 Q4	$18.6K	Hold	211	–	–	0.01%	182
2025 Q3	$17.5K	Hold	211	–	–	0.01%	179
2025 Q2	$16.8K	Hold	211	–	–	0.01%	175
2025 Q1	$17.8K	Hold	211	–	–	0.01%	174
2024 Q4	$16.3K	Hold	211	–	–	﹤0.01%	183
2024 Q3	$18.1K	Hold	211	–	–	0.01%	180
2024 Q2	$16.6K	Hold	211	–	–	0.01%	184
2024 Q1	$18.2K	Hold	211	–	–	0.01%	176
2023 Q4	$16.6K	Hold	211	–	–	0.01%	175
2023 Q3	$15.2K	Hold	211	–	–	0.01%	168
2023 Q2	$15.7K	Hold	211	–	–	0.01%	170
2023 Q1	$16K	Hold	211	–	–	0.01%	169
2022 Q4	$18K	Hold	211	–	–	0.01%	162
2022 Q3	$15K	Hold	211	–	–	0.02%	183
2022 Q2	$14K	Hold	211	–	–	0.02%	184
2022 Q1	$15K	Hold	211	–	–	0.02%	195
2021 Q4	$15K	Hold	211	–	–	0.02%	196
2021 Q3	$14K	Hold	211	–	–	0.02%	196
2021 Q2	$13K	Hold	211	–	–	0.02%	200
2021 Q1	$13K	Hold	211	–	–	0.02%	192
2020 Q4	$10K	Hold	211	–	–	0.02%	200
2020 Q3	$9K	Hold	211	–	–	0.02%	188
2020 Q2	$9K	Hold	211	–	–	0.02%	176
2020 Q1	$7K	Hold	211	–	–	0.02%	181
2019 Q4	$12K	Hold	211	–	–	0.04%	158
2019 Q3	$12K	Hold	211	–	–	0.04%	152
2019 Q2	$12K	Hold	211	–	–	0.04%	159
2019 Q1	$11K	Hold	211	–	–	0.04%	149
2018 Q4	$9K	Hold	211	–	–	0.03%	163
2018 Q3	$12K	Hold	211	–	–	0.04%	167
2018 Q2	$11K	Hold	211	–	–	0.04%	160
2018 Q1	$13K	Hold	211	–	–	0.05%	132
2017 Q4	$15K	Hold	211	–	–	0.06%	122
2017 Q3	$14K	Hold	211	–	–	0.06%	122
2017 Q2	$14K	Hold	211	–	–	0.07%	99
2017 Q1	$13K	Hold	211	–	–	0.06%	101
2016 Q4	$12K	Hold	211	–	–	0.06%	103
2016 Q3	$11K	Hold	211	–	–	0.06%	106
2016 Q2	$9K	Hold	211	–	–	0.05%	118
2016 Q1	$8K	Hold	211	–	–	0.04%	125
2015 Q4	$9K	Hold	211	–	–	0.05%	112
2015 Q3	$10K	Hold	211	–	–	0.06%	101
2015 Q2	$11K	Hold	211	–	–	0.07%	103
2015 Q1	$11K	Hold	211	–	–	0.07%	93
2014 Q4	$11K	Hold	211	–	–	0.07%	95
2014 Q3	$11K	Hold	211	–	–	0.08%	92
2014 Q2	$11K	Hold	211	–	–	0.09%	92
2014 Q1	$10K	Hold	211	–	–	0.08%	96
2013 Q4	$10K	Buy	+211	New	+$10K	0.1%	95

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

SRH Advisors's PFG Position: Q1 2026 in Review

SRH Advisors held its Principal Financial Group (PFG) position steady in Q1 2026 at 211 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #185.

SRH Advisors first reported a position in PFG in Q4 2013 and has held it in 50 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

SRH Advisors held 211 shares of Principal Financial Group worth $19K as of Q1 2026.
SRH Advisors left its Principal Financial Group share count unchanged in Q1 2026.
Principal Financial Group made up 0.01% of SRH Advisors's portfolio in Q1 2026, its #185 holding.
SRH Advisors first reported a position in Principal Financial Group in Q4 2013 and has held it in 50 quarters since.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.