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TFC Financial Management’s Principal Financial Group PFG Stock Holding History

TFC Financial 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
2026
Q1 		$76K Sell
844
-27
-3% -$2.47K 0.01% 229
2025
Q4 		$76.8K Hold
871
– – 0.01% 236
2025
Q3 		$72.2K Hold
871
– – 0.01% 234
2025
Q2 		$69.2K Buy
871
+31
+4% +$2.38K 0.01% 233
2025
Q1 		$70.9K Hold
840
– – 0.01% 221
2024
Q4 		$65K Hold
840
– – 0.01% 227
2024
Q3 		$72.2K Sell
840
-10
-1% -$808 0.01% 226
2024
Q2 		$66.7K Buy
850
+817
+2,476% +$66.3K 0.01% 215
2024
Q1 		$2.87K Buy
33
+1
+3% +$80 ﹤0.01% 436
2023
Q4 		$2.54K Hold
32
– – ﹤0.01% 431
2023
Q3 		$2.32K Hold
32
– – ﹤0.01% 449
2023
Q2 		$2.44K Hold
32
– – ﹤0.01% 425
2023
Q1 		$2.4K Hold
32
– – ﹤0.01% 445
2022
Q4 		$2.71K Hold
32
– – ﹤0.01% 375
2022
Q3 		$2K Hold
32
– – ﹤0.01% 419
2022
Q2 		$2K Hold
32
– – ﹤0.01% 415
2022
Q1 		$2K Hold
32
– – ﹤0.01% 432
2021
Q4 		$2K Hold
32
– – ﹤0.01% 481
2021
Q3 		$2K Hold
32
– – ﹤0.01% 470
2021
Q2 		$2K Hold
32
– – ﹤0.01% 460
2021
Q1 		$2K Hold
32
– – ﹤0.01% 450
2020
Q4 		$2K Hold
32
– – ﹤0.01% 441
2020
Q3 		$1K Buy
+32
New +$1.36K ﹤0.01% 482

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

TFC Financial Management's PFG Position: Q1 2026 in Review

TFC Financial Management reduced its Principal Financial Group (PFG) stake by 3.1% in Q1 2026, selling an estimated $2.47K and leaving 844 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #229.

TFC Financial Management first reported a position in PFG in Q3 2020 and has held it in 23 quarters since. The position peaked at $76.8K in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • TFC Financial Management held 844 shares of Principal Financial Group worth $76K as of Q1 2026.
  • TFC Financial Management sold 27 Principal Financial Group shares in Q1 2026, an estimated $2.47K.
  • Principal Financial Group made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #229 holding.
  • TFC Financial Management first reported a position in Principal Financial Group in Q3 2020 and has held it in 23 quarters since.
  • TFC Financial Management's Principal Financial Group position peaked at $76.8K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.