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SummitTX Capital’s Principal Financial Group PFG Stock Holding History

SummitTX Capital’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 		$1.49M Sell
16,511
-43,627
-73% -$3.99M 0.05% 363
2025
Q4 		$5.3M Buy
60,138
+47,300
+368% +$3.99M 0.16% 150
2025
Q3 		$1.06M Sell
12,838
-9,611
-43% -$768K 0.04% 373
2025
Q2 		$1.78M Buy
22,449
+13,958
+164% +$1.07M 0.08% 269
2025
Q1 		$716K Buy
+8,491
New +$706K 0.03% 462

Other funds holding PFG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SummitTX Capital's PFG Position: Q1 2026 in Review

SummitTX Capital reduced its Principal Financial Group (PFG) stake by 73% in Q1 2026, selling an estimated $3.99M and leaving 16,511 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #363.

SummitTX Capital first reported a position in PFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.3M in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • SummitTX Capital held 16,511 shares of Principal Financial Group worth $1.49M as of Q1 2026.
  • SummitTX Capital sold 43,627 Principal Financial Group shares in Q1 2026, an estimated $3.99M.
  • Principal Financial Group made up 0.05% of SummitTX Capital's portfolio in Q1 2026, its #363 holding.
  • SummitTX Capital first reported a position in Principal Financial Group in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Principal Financial Group position peaked at $5.3M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.