Truvestments Capital’s Principal Financial Group PFG Stock Holding History

Truvestments Capital’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	–	Sell	-12	Closed	-$1.08K	–	1249
2026 Q1	$1.08K	Buy	+12	New	+$1.1K	﹤0.01%	1044
2024 Q4	–	Sell	-500	Closed	-$43K	–	1046
2024 Q3	$43K	Buy	+500	New	+$40.4K	0.01%	377
2024 Q2	–	Sell	-500	Closed	-$43.2K	–	544
2024 Q1	$43.2K	Hold	500	–	–	0.02%	365
2023 Q4	$39.3K	Hold	500	–	–	0.02%	349
2023 Q3	$36K	Hold	500	–	–	0.02%	319
2023 Q2	$37.9K	Hold	500	–	–	0.02%	314
2023 Q1	$37.2K	Hold	500	–	–	0.02%	321
2022 Q4	$42K	Hold	500	–	–	0.02%	317
2022 Q3	$36K	Hold	500	–	–	0.02%	286
2022 Q2	$33K	Buy	+500	New	+$35.2K	0.02%	301
2020 Q3	–	Sell	-235	Closed	-$9K	–	483
2020 Q2	$9K	Hold	235	–	–	0.01%	388
2020 Q1	$7K	Buy	+235	New	+$11.1K	0.01%	387
2019 Q4	–	Sell	-565	Closed	-$32K	–	452
2019 Q3	$32K	Buy	565 +6	+1%	+$338	0.02%	332
2019 Q2	$32K	Sell	559 -369	-40%	-$20.3K	0.02%	344
2019 Q1	$47K	Buy	+928	New	+$46K	0.04%	289
2018 Q3	$54K	Buy	+919	New	+$51.2K	0.03%	370

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 $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Truvestments Capital's PFG Position: Q2 2026 in Review

Truvestments Capital sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 12 shares — an estimated $1.08K sold.

Truvestments Capital first reported a position in PFG in Q3 2018 and held it in 16 quarters. The position peaked at $54K in Q3 2018. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Truvestments Capital reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Truvestments Capital sold 12 Principal Financial Group shares in Q2 2026, an estimated $1.08K.
Truvestments Capital first reported a position in Principal Financial Group in Q3 2018 and held it in 16 quarters.
Truvestments Capital's Principal Financial Group position peaked at $54K in Q3 2018.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.