Tucker Asset Management’s Principal Financial Group PFG Stock Holding History

Tucker Asset 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	–	Sell	-91	Closed	-$8.03K	–	843
2025 Q4	$8.03K	Buy	+91	New	+$7.68K	﹤0.01%	619
2025 Q1	–	Sell	-91	Closed	-$7.04K	–	751
2024 Q4	$7.04K	Hold	91	–	–	﹤0.01%	877
2024 Q3	$7.82K	Sell	91 -18	-17%	-$1.45K	﹤0.01%	780
2024 Q2	$8.55K	Hold	109	–	–	﹤0.01%	896
2024 Q1	$9.41K	Buy	109 +91	+506%	+$7.3K	﹤0.01%	882
2023 Q4	$1.42K	Hold	18	–	–	﹤0.01%	1202
2023 Q3	$1.3K	Hold	18	–	–	﹤0.01%	1117
2023 Q2	$1.36K	Hold	18	–	–	﹤0.01%	917
2023 Q1	$1.34K	Hold	18	–	–	﹤0.01%	948
2022 Q4	$1.54K	Hold	18	–	–	﹤0.01%	595
2022 Q3	$1.59K	Hold	18	–	–	﹤0.01%	597
2022 Q2	$1.2K	Hold	18	–	–	﹤0.01%	507
2022 Q1	$1.32K	Hold	18	–	–	﹤0.01%	478
2021 Q4	$1.3K	Hold	18	–	–	﹤0.01%	387
2021 Q3	$1.21K	Hold	18	–	–	﹤0.01%	325
2021 Q2	$1.14K	Hold	18	–	–	﹤0.01%	310
2021 Q1	$1.08K	Hold	18	–	–	﹤0.01%	297
2020 Q4	$893	Buy	+18	New	+$825	﹤0.01%	324

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

Tucker Asset Management's PFG Position: Q1 2026 in Review

Tucker Asset Management sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 91 shares — an estimated $8.03K sold.

Tucker Asset Management first reported a position in PFG in Q4 2020 and held it in 18 quarters. The position peaked at $9.41K in Q1 2024. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Tucker Asset Management reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 91 Principal Financial Group shares in Q1 2026, an estimated $8.03K.
Tucker Asset Management first reported a position in Principal Financial Group in Q4 2020 and held it in 18 quarters.
Tucker Asset Management's Principal Financial Group position peaked at $9.41K in Q1 2024.
914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.