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Stevens Capital Management’s Principal Financial Group PFG Stock Holding History

Stevens Capital Management’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
Q2 		– Sell
-3,553
Closed -$300K – 314
2025
Q1 		$300K Buy
+3,553
New +$296K 0.07% 176
2019
Q4 		– Sell
-7,223
Closed -$413K – 750
2019
Q3 		$413K Buy
+7,223
New +$407K 0.04% 389
2018
Q3 		– Sell
-19,582
Closed -$1.04M – 903
2018
Q2 		$1.04M Buy
+19,582
New +$1.14M 0.04% 427
2018
Q1 		– Sell
-88,671
Closed -$6.26M – 924
2017
Q4 		$6.26M Buy
88,671
+5,323
+6% +$367K 0.24% 133
2017
Q3 		$5.36M Buy
83,348
+72,424
+663% +$4.66M 0.2% 150
2017
Q2 		$700K Buy
+10,924
New +$693K 0.03% 507
2017
Q1 		– Sell
-21,460
Closed -$1.24M – 1051
2016
Q4 		$1.24M Buy
+21,460
New +$1.2M 0.05% 394
2016
Q2 		– Sell
-37,593
Closed -$1.48M – 1072
2016
Q1 		$1.48M Sell
37,593
-121,670
-76% -$4.68M 0.06% 342
2015
Q4 		$7.16M Buy
+159,263
New +$7.77M 0.28% 101
2015
Q3 		– Sell
-195,731
Closed -$10M – 1160
2015
Q2 		$10M Buy
195,731
+96,910
+98% +$5.03M 0.36% 76
2015
Q1 		$5.08M Sell
98,821
-76,413
-44% -$3.84M 0.18% 148
2014
Q4 		$9.1M Buy
+175,234
New +$9.08M 0.31% 95
2014
Q2 		– Sell
-111,198
Closed -$5.11M – 1249
2014
Q1 		$5.11M Buy
111,198
+11,287
+11% +$517K 0.14% 184
2013
Q4 		$4.93M Buy
+99,911
New +$4.75M 0.15% 170
2013
Q3 		– Sell
-18,386
Closed -$689K – 1166
2013
Q2 		$689K Buy
+18,386
New +$673K 0.02% 514

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stevens Capital Management's PFG Position: Q2 2025 in Review

Stevens Capital Management sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 3,553 shares — an estimated $300K sold.

Stevens Capital Management first reported a position in PFG in Q2 2013 and held it in 15 quarters. The position peaked at $10M in Q2 2015. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Stevens Capital Management reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Stevens Capital Management sold 3,553 Principal Financial Group shares in Q2 2025, an estimated $300K.
  • Stevens Capital Management first reported a position in Principal Financial Group in Q2 2013 and held it in 15 quarters.
  • Stevens Capital Management's Principal Financial Group position peaked at $10M in Q2 2015.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Stevens Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.