Verition Fund Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,362
| Closed | -$385K | – | 3230 |
|
|
2025
Q4 | $385K | Sell |
4,362
-5,680
| -57% | -$479K | ﹤0.01% | 2852 |
|
|
2025
Q3 | $833K | Sell |
10,042
-309,589
| -97% | -$24.7M | ﹤0.01% | 2677 |
|
|
2025
Q2 | $25.4M | Sell |
319,631
-194,977
| -38% | -$15M | 0.11% | 154 |
|
|
2025
Q1 | $43.4M | Buy |
514,608
+32,393
| +7% | +$2.69M | 0.2% | 52 |
|
|
2024
Q4 | $37.3M | Buy |
482,215
+255,419
| +113% | +$21.5M | 0.15% | 89 |
|
|
2024
Q3 | $19.5M | Sell |
226,796
-150,049
| -40% | -$12.1M | 0.1% | 182 |
|
|
2024
Q2 | $29.6M | Buy |
376,845
+135,275
| +56% | +$11M | 0.16% | 73 |
|
|
2024
Q1 | $20.8M | Buy |
241,570
+228,515
| +1,750% | +$18.3M | 0.14% | 118 |
|
|
2023
Q4 | $1.03M | Buy |
13,055
+3,863
| +42% | +$280K | 0.01% | 1171 |
|
|
2023
Q3 | $662K | Buy |
9,192
+4,714
| +105% | +$366K | 0.01% | 1280 |
|
|
2023
Q2 | $340K | Sell |
4,478
-4,288
| -49% | -$309K | ﹤0.01% | 1472 |
|
|
2023
Q1 | $651K | Buy |
8,766
+3,490
| +66% | +$296K | 0.01% | 1109 |
|
|
2022
Q4 | $443K | Sell |
5,276
-3,724
| -41% | -$319K | 0.01% | 1301 |
|
|
2022
Q3 | $649K | Buy |
+9,000
| New | +$646K | 0.01% | 1704 |
|
|
2021
Q3 | – | Sell |
-7,012
| Closed | -$443K | – | 2219 |
|
|
2021
Q2 | $443K | Sell |
7,012
-7,253
| -51% | -$464K | ﹤0.01% | 1141 |
|
|
2021
Q1 | $855K | Buy |
+14,265
| New | +$795K | 0.01% | 651 |
|
|
2020
Q2 | – | Sell |
-7,198
| Closed | -$226K | – | 1136 |
|
|
2020
Q1 | $226K | Buy |
+7,198
| New | +$341K | 0.01% | 488 |
|
|
2019
Q4 | – | Sell |
-3,746
| Closed | -$214K | – | 1300 |
|
|
2019
Q3 | $214K | Sell |
3,746
-1,347
| -26% | -$75.8K | 0.01% | 932 |
|
|
2019
Q2 | $295K | Buy |
+5,093
| New | +$281K | 0.01% | 845 |
|
|
2018
Q4 | – | Sell |
-10,636
| Closed | -$623K | – | 1147 |
|
|
2018
Q3 | $623K | Sell |
10,636
-12,663
| -54% | -$706K | 0.02% | 750 |
|
|
2018
Q2 | $1.23M | Buy |
23,299
+12,239
| +111% | +$711K | 0.08% | 334 |
|
|
2018
Q1 | $674K | Sell |
11,060
-4,314
| -28% | -$284K | 0.05% | 520 |
|
|
2017
Q4 | $1.08M | Sell |
15,374
-8,015
| -34% | -$552K | 0.1% | 223 |
|
|
2017
Q3 | $1.5M | Buy |
23,389
+14,971
| +178% | +$963K | 0.12% | 169 |
|
|
2017
Q2 | $539K | Buy |
+8,418
| New | +$534K | 0.05% | 384 |
|
|
2016
Q3 | – | Sell |
-11,916
| Closed | -$490K | – | 1262 |
|
|
2016
Q2 | $490K | Sell |
11,916
-7,780
| -40% | -$328K | 0.06% | 392 |
|
|
2016
Q1 | $777K | Buy |
+19,696
| New | +$758K | 0.13% | 190 |
|
|
2014
Q4 | – | Sell |
-10,124
| Closed | -$531K | – | 588 |
|
|
2014
Q3 | $531K | Buy |
+10,124
| New | +$530K | 0.07% | 224 |
|
|
2014
Q2 | – | Sell |
-4,439
| Closed | -$204K | – | 754 |
|
|
2014
Q1 | $204K | Buy |
+4,439
| New | +$203K | 0.03% | 395 |
|
Other funds holding PFG
NLI
VCM
VPM
Verition Fund Management's PFG Position: Q1 2026 in Review
Verition Fund Management sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 4,362 shares — an estimated $385K sold.
Verition Fund Management first reported a position in PFG in Q1 2014 and held it in 29 quarters. The position peaked at $43.4M in Q1 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Verition Fund Management reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
- Verition Fund Management sold 4,362 Principal Financial Group shares in Q1 2026, an estimated $385K.
- Verition Fund Management first reported a position in Principal Financial Group in Q1 2014 and held it in 29 quarters.
- Verition Fund Management's Principal Financial Group position peaked at $43.4M in Q1 2025.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.