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Sunbelt Securities’s Principal Financial Group PFG Stock Holding History

Sunbelt Securities’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 		$671K Hold
7,442
– – 0.04% 342
2025
Q4 		$656K Sell
7,442
-268
-3% -$22.6K 0.04% 336
2025
Q3 		$639K Sell
7,710
-2,167
-22% -$173K 0.04% 330
2025
Q2 		$765K Buy
9,877
+3,024
+44% +$232K 0.07% 252
2025
Q1 		$578K Sell
6,853
-3,024
-31% -$252K 0.05% 288
2024
Q4 		$763K Hold
9,877
– – 0.07% 252
2024
Q3 		$848K Hold
9,877
– – 0.08% 233
2024
Q2 		$775K Buy
9,877
+2,757
+39% +$224K 0.08% 231
2024
Q1 		$615K Hold
7,120
– – 0.07% 279
2023
Q4 		$560K Sell
7,120
-223
-3% -$16.2K 0.07% 279
2023
Q3 		$529K Hold
7,343
– – 0.07% 276
2023
Q2 		$557K Sell
7,343
-1,400
-16% -$101K 0.08% 261
2023
Q1 		$648K Hold
8,743
– – 0.1% 215
2022
Q4 		$734K Buy
8,743
+400
+5% +$34.3K 0.14% 172
2022
Q3 		$602K Sell
8,343
-400
-5% -$28.7K 0.13% 200
2022
Q2 		$584K Sell
8,743
-442
-5% -$31.1K 0.12% 213
2022
Q1 		$685K Sell
9,185
-15,362
-63% -$1.11M 0.13% 200
2021
Q4 		$1.92M Sell
24,547
-5,155
-17% -$360K 0.31% 81
2021
Q3 		$1.81M Hold
29,702
– – 0.33% 82
2021
Q2 		$1.81M Sell
29,702
-1,200
-4% -$76.7K 0.33% 82
2021
Q1 		$1.85M Buy
30,902
+1,055
+4% +$58.8K 0.37% 68
2020
Q4 		$1.48M Buy
29,847
+18,285
+158% +$838K 0.31% 80
2020
Q3 		$466K Sell
11,562
-1,000
-8% -$42.6K 0.13% 200
2020
Q2 		$522K Hold
12,562
– – 0.18% 150
2020
Q1 		$394K Sell
12,562
-18,371
-59% -$869K 0.02% 270
2019
Q4 		$1.7M Buy
30,933
+454
+1% +$24.9K 0.18% 122
2019
Q3 		$1.74M Buy
30,479
+21,356
+234% +$1.2M 0.2% 108
2019
Q2 		$528K Buy
9,123
+2,470
+37% +$136K 0.23% 128
2019
Q1 		$334K Buy
+6,653
New +$330K 0.17% 164

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

Sunbelt Securities's PFG Position: Q1 2026 in Review

Sunbelt Securities held its Principal Financial Group (PFG) position steady in Q1 2026 at 7,442 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #342.

Sunbelt Securities first reported a position in PFG in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.92M in Q4 2021. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Sunbelt Securities held 7,442 shares of Principal Financial Group worth $671K as of Q1 2026.
  • Sunbelt Securities left its Principal Financial Group share count unchanged in Q1 2026.
  • Principal Financial Group made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #342 holding.
  • Sunbelt Securities first reported a position in Principal Financial Group in Q1 2019 and has held it in 29 quarters since.
  • Sunbelt Securities's Principal Financial Group position peaked at $1.92M in Q4 2021.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.