TI
PFG icon

Tidal Investments’s Principal Financial Group PFG Stock Holding History

Tidal Investments’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 		$2.14M Sell
19,857
-4,927
-20% -$500K ﹤0.01% 1322
2026
Q1 		$2.23M Buy
+24,784
New +$2.27M ﹤0.01% 1114
2025
Q4 		– Sell
-15,234
Closed -$1.26M – 2286
2025
Q3 		$1.26M Sell
15,234
-558
-4% -$44.6K ﹤0.01% 1098
2025
Q2 		$1.25M Buy
15,792
+20
+0.1% +$1.53K 0.01% 930
2025
Q1 		$1.33M Sell
15,772
-1,085
-6% -$90.2K 0.01% 859
2024
Q4 		$1.3M Buy
16,857
+1,058
+7% +$89.2K 0.01% 881
2024
Q3 		$1.36M Sell
15,799
-417
-3% -$33.7K 0.01% 844
2024
Q2 		$1.27M Sell
16,216
-10,631
-40% -$863K 0.02% 771
2024
Q1 		$2.32M Buy
26,847
+9,432
+54% +$757K 0.04% 475
2023
Q4 		$1.37M Sell
17,415
-2,339
-12% -$169K 0.03% 503
2023
Q3 		$1.42M Sell
19,754
-3,587
-15% -$278K 0.04% 424
2023
Q2 		$1.77M Buy
23,341
+2,930
+14% +$211K 0.05% 358
2023
Q1 		$1.52M Buy
20,411
+6,480
+47% +$550K 0.05% 368
2022
Q4 		$1.17M Sell
13,931
-3,916
-22% -$336K 0.04% 396
2022
Q3 		$1.29M Buy
17,847
+1,139
+7% +$81.8K 0.05% 303
2022
Q2 		$1.12M Buy
16,708
+1,114
+7% +$78.4K 0.04% 355
2022
Q1 		$1.15M Buy
15,594
+1,434
+10% +$104K 0.03% 387
2021
Q4 		$1.02M Buy
14,160
+3,000
+27% +$209K 0.03% 400
2021
Q3 		$719K Buy
11,160
+2,314
+26% +$149K 0.03% 418
2021
Q2 		$559K Buy
8,846
+1,026
+13% +$65.6K 0.02% 403
2021
Q1 		$469K Buy
+7,820
New +$436K 0.02% 308

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tidal Investments's PFG Position: Q2 2026 in Review

Tidal Investments reduced its Principal Financial Group (PFG) stake by 20% in Q2 2026, selling an estimated $500K and leaving 19,857 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Tidal Investments first reported a position in PFG in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.32M in Q1 2024. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Tidal Investments held 19,857 shares of Principal Financial Group worth $2.14M as of Q2 2026.
  • Tidal Investments sold 4,927 Principal Financial Group shares in Q2 2026, an estimated $500K.
  • Principal Financial Group made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1322 holding.
  • Tidal Investments first reported a position in Principal Financial Group in Q1 2021 and has held it in 21 quarters since.
  • Tidal Investments's Principal Financial Group position peaked at $2.32M in Q1 2024.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.