State of Wyoming’s Principal Financial Group PFG Stock Holding History

State of Wyoming’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	–	Sell	-2,433	Closed	-$215K	–	1979
2025 Q4	$215K	Sell	2,433 -2,578	-51%	-$218K	0.02%	912
2025 Q3	$415K	Buy	5,011 +2,596	+107%	+$208K	0.05%	441
2025 Q2	$192K	Buy	2,415 +252	+12%	+$19.3K	0.02%	945
2025 Q1	$182K	Buy	+2,163	New	+$180K	0.02%	859
2023 Q3	–	Sell	-1,606	Closed	-$122K	–	1768
2023 Q2	$122K	Buy	1,606 +448	+39%	+$32.3K	0.04%	703
2023 Q1	$86.1K	Sell	1,158 -62	-5%	-$5.26K	0.03%	860
2022 Q4	$102K	Sell	1,220 -35	-3%	-$3K	0.03%	738
2022 Q3	$91K	Buy	+1,255	New	+$90.1K	0.04%	657

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

State of Wyoming's PFG Position: Q1 2026 in Review

State of Wyoming sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 2,433 shares — an estimated $215K sold.

State of Wyoming first reported a position in PFG in Q3 2022 and held it in 8 quarters. The position peaked at $415K in Q3 2025. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

State of Wyoming reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
State of Wyoming sold 2,433 Principal Financial Group shares in Q1 2026, an estimated $215K.
State of Wyoming first reported a position in Principal Financial Group in Q3 2022 and held it in 8 quarters.
State of Wyoming's Principal Financial Group position peaked at $415K in Q3 2025.
910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on State of Wyoming's 13F filing for Q1 2026, filed 13 May 2026.