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Trivium Point Advisory’s Principal Financial Group PFG Stock Holding History

Trivium Point Advisory’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 		$416K Buy
3,861
+145
+4% +$14.7K 0.04% 270
2026
Q1 		$335K Sell
3,716
-465
-11% -$42.5K 0.06% 227
2025
Q4 		$369K Sell
4,181
-205
-5% -$17.3K 0.04% 273
2025
Q3 		$364K Sell
4,386
-672
-13% -$53.7K 0.04% 271
2025
Q2 		$402K Sell
5,058
-563
-10% -$43.2K 0.04% 254
2025
Q1 		$474K Sell
5,621
-752
-12% -$62.5K 0.06% 236
2024
Q4 		$493K Sell
6,373
-370
-5% -$31.2K 0.06% 226
2024
Q3 		$584K Sell
6,743
-322
-5% -$26K 0.08% 208
2024
Q2 		$554K Buy
7,065
+165
+2% +$13.4K 0.08% 202
2024
Q1 		$596K Sell
6,900
-710
-9% -$57K 0.13% 144
2023
Q4 		$599K Sell
7,610
-109
-1% -$7.89K 0.15% 136
2023
Q3 		$525K Sell
7,719
-8,085
-51% -$628K 0.14% 142
2023
Q2 		$1.2M Sell
15,804
-2,218
-12% -$160K 0.32% 104
2023
Q1 		$1.34M Buy
18,022
+787
+5% +$66.8K 0.36% 93
2022
Q4 		$1.51M Buy
17,235
+245
+1% +$21K 0.44% 82
2022
Q3 		$1.33M Buy
16,990
+560
+3% +$40.2K 0.41% 81
2022
Q2 		$1.1M Buy
16,430
+695
+4% +$48.9K 0.33% 103
2022
Q1 		$1.16M Buy
+15,735
New +$1.14M 0.26% 119

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

Trivium Point Advisory's PFG Position: Q2 2026 in Review

Trivium Point Advisory increased its Principal Financial Group (PFG) stake by 3.9% in Q2 2026, buying an estimated $14.7K and bringing the position to 3,861 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #270.

Trivium Point Advisory first reported a position in PFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.51M in Q4 2022. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Trivium Point Advisory held 3,861 shares of Principal Financial Group worth $416K as of Q2 2026.
  • Trivium Point Advisory bought 145 Principal Financial Group shares in Q2 2026, an estimated $14.7K.
  • Principal Financial Group made up 0.04% of Trivium Point Advisory's portfolio in Q2 2026, its #270 holding.
  • Trivium Point Advisory first reported a position in Principal Financial Group in Q1 2022 and has held it in 18 quarters since.
  • Trivium Point Advisory's Principal Financial Group position peaked at $1.51M in Q4 2022.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.