TCTC Holdings’s Principal Financial Group PFG Stock Holding History

TCTC Holdings’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	-875	Closed	-$77.2K	–	472
2025 Q4	$77.2K	Hold	875	–	–	﹤0.01%	298
2025 Q3	$72.5K	Hold	875	–	–	﹤0.01%	296
2025 Q2	$69.5K	Hold	875	–	–	﹤0.01%	305
2025 Q1	$73.8K	Hold	875	–	–	﹤0.01%	288
2024 Q4	$67.7K	Hold	875	–	–	﹤0.01%	296
2024 Q3	$75.2K	Sell	875 -505	-37%	-$40.8K	﹤0.01%	278
2024 Q2	$108K	Hold	1,380	–	–	﹤0.01%	253
2024 Q1	$119K	Hold	1,380	–	–	﹤0.01%	235
2023 Q4	$109K	Hold	1,380	–	–	﹤0.01%	236
2023 Q3	$99.5K	Hold	1,380	–	–	﹤0.01%	229
2023 Q2	$105K	Hold	1,380	–	–	﹤0.01%	230
2023 Q1	$103K	Hold	1,380	–	–	﹤0.01%	236
2022 Q4	$116K	Hold	1,380	–	–	﹤0.01%	212
2022 Q3	$99K	Hold	1,380	–	–	﹤0.01%	216
2022 Q2	$92K	Hold	1,380	–	–	﹤0.01%	227
2022 Q1	$101K	Hold	1,380	–	–	﹤0.01%	233
2021 Q4	$100K	Hold	1,380	–	–	﹤0.01%	259
2021 Q3	$89K	Hold	1,380	–	–	﹤0.01%	253
2021 Q2	$87K	Hold	1,380	–	–	﹤0.01%	235
2021 Q1	$82K	Sell	1,380 -1,425	-51%	-$79.4K	﹤0.01%	240
2020 Q4	$139K	Hold	2,805	–	–	0.01%	191
2020 Q3	$113K	Hold	2,805	–	–	0.01%	194
2020 Q2	$116K	Buy	+2,805	New	+$102K	0.01%	191

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

TCTC Holdings's PFG Position: Q1 2026 in Review

TCTC Holdings sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 875 shares — an estimated $77.2K sold.

TCTC Holdings first reported a position in PFG in Q2 2020 and held it in 23 quarters. The position peaked at $139K in Q4 2020. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

TCTC Holdings reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
TCTC Holdings sold 875 Principal Financial Group shares in Q1 2026, an estimated $77.2K.
TCTC Holdings first reported a position in Principal Financial Group in Q2 2020 and held it in 23 quarters.
TCTC Holdings's Principal Financial Group position peaked at $139K in Q4 2020.
914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.