Stilwell Value’s Principal Financial Group PFG Stock Holding History

Stilwell Value’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 Q2	$59K	Hold	547	–	–	0.03%	22
2026 Q1	$49.3K	Hold	547	–	–	0.03%	23
2025 Q4	$48.3K	Hold	547	–	–	0.03%	23
2025 Q3	$45.4K	Hold	547	–	–	0.02%	30
2025 Q2	$43.4K	Hold	547	–	–	0.02%	29
2025 Q1	$46.1K	Hold	547	–	–	0.02%	28
2024 Q4	$42.3K	Hold	547	–	–	0.02%	30
2024 Q3	$47K	Hold	547	–	–	0.02%	31
2024 Q2	$42.9K	Hold	547	–	–	0.02%	32
2024 Q1	$47.2K	Hold	547	–	–	0.02%	34
2023 Q4	$43K	Hold	547	–	–	0.02%	33
2023 Q3	$39.4K	Hold	547	–	–	0.02%	38
2023 Q2	$41.5K	Hold	547	–	–	0.02%	37
2023 Q1	$40.7K	Hold	547	–	–	0.02%	39
2022 Q4	$45.9K	Hold	547	–	–	0.03%	40
2022 Q3	$39K	Hold	547	–	–	0.03%	37
2022 Q2	$37K	Hold	547	–	–	0.03%	38
2022 Q1	$40K	Hold	547	–	–	0.03%	40
2021 Q4	$40K	Hold	547	–	–	0.03%	36
2021 Q3	$35K	Hold	547	–	–	0.02%	37
2021 Q2	$35K	Hold	547	–	–	0.02%	33
2021 Q1	$33K	Hold	547	–	–	0.02%	36
2020 Q4	$27K	Hold	547	–	–	0.02%	35
2020 Q3	$22K	Hold	547	–	–	0.02%	38
2020 Q2	$23K	Hold	547	–	–	0.02%	37
2020 Q1	$17K	Hold	547	–	–	0.02%	37
2019 Q4	$30K	Hold	547	–	–	0.02%	37
2019 Q3	$31K	Hold	547	–	–	0.02%	40
2019 Q2	$32K	Hold	547	–	–	0.02%	38
2019 Q1	$27K	Hold	547	–	–	0.02%	39
2018 Q4	$24K	Hold	547	–	–	0.02%	36
2018 Q3	$32K	Hold	547	–	–	0.03%	33
2018 Q2	$29K	Hold	547	–	–	0.02%	33
2018 Q1	$33K	Hold	547	–	–	0.03%	30
2017 Q4	$39K	Hold	547	–	–	0.03%	32
2017 Q3	$35K	Hold	547	–	–	0.03%	30
2017 Q2	$35K	Hold	547	–	–	0.03%	35
2017 Q1	$35K	Hold	547	–	–	0.02%	39
2016 Q4	$32K	Hold	547	–	–	0.02%	35
2016 Q3	$28K	Hold	547	–	–	0.02%	43
2016 Q2	$22K	Hold	547	–	–	0.01%	41
2016 Q1	$22K	Hold	547	–	–	0.02%	47
2015 Q4	$25K	Hold	547	–	–	0.02%	47
2015 Q3	$26K	Hold	547	–	–	0.02%	51
2015 Q2	$28K	Hold	547	–	–	0.02%	50
2015 Q1	$28K	Buy	+547	New	+$27.5K	0.02%	51

Other funds holding PFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stilwell Value's PFG Position: Q2 2026 in Review

Stilwell Value held its Principal Financial Group (PFG) position steady in Q2 2026 at 547 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #22.

Stilwell Value first reported a position in PFG in Q1 2015 and has held it in 46 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Stilwell Value held 547 shares of Principal Financial Group worth $59K as of Q2 2026.
Stilwell Value left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.03% of Stilwell Value's portfolio in Q2 2026, its #22 holding.
Stilwell Value first reported a position in Principal Financial Group in Q1 2015 and has held it in 46 quarters since.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Stilwell Value's 13F filing for Q2 2026, filed 7 Aug 2026.