Versant Capital 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
Q3 | $147K | Buy |
1,317
+24
| +2% | +$2.72K | 0.01% | 752 |
|
|
2026
Q2 | $139K | Sell |
1,293
-38
| -3% | -$3.86K | 0.01% | 772 |
|
|
2026
Q1 | $120K | Buy |
1,331
+158
| +13% | +$14.4K | 0.01% | 786 |
|
|
2025
Q4 | $103K | Sell |
1,173
-44
| -4% | -$3.71K | 0.01% | 738 |
|
|
2025
Q3 | $101K | Buy |
1,217
+74
| +6% | +$5.92K | 0.01% | 696 |
|
|
2025
Q2 | $90.8K | Sell |
1,143
-402
| -26% | -$30.9K | 0.01% | 710 |
|
|
2025
Q1 | $130K | Buy |
1,545
+1,274
| +470% | +$106K | 0.02% | 548 |
|
|
2024
Q4 | $21K | Sell |
271
-54
| -17% | -$4.55K | ﹤0.01% | 1011 |
|
|
2024
Q3 | $27.9K | Buy |
325
+68
| +26% | +$5.49K | 0.01% | 668 |
|
|
2024
Q2 | $20.2K | Buy |
257
+212
| +471% | +$17.2K | 0.01% | 718 |
|
|
2024
Q1 | $3.88K | Hold |
45
| – | – | ﹤0.01% | 1122 |
|
|
2023
Q4 | $3.54K | Buy |
45
+8
| +22% | +$579 | ﹤0.01% | 1102 |
|
|
2023
Q3 | $2.67K | Hold |
37
| – | – | ﹤0.01% | 1207 |
|
|
2023
Q2 | $2.81K | Hold |
37
| – | – | ﹤0.01% | 1247 |
|
|
2023
Q1 | $2.75K | Hold |
37
| – | – | ﹤0.01% | 1182 |
|
|
2022
Q4 | $3.1K | Hold |
37
| – | – | ﹤0.01% | 1028 |
|
|
2022
Q3 | $3K | Sell |
37
-5
| -12% | -$359 | ﹤0.01% | 1009 |
|
|
2022
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q1 | $3K | Sell |
42
-4
| -9% | -$290 | ﹤0.01% | 1060 |
|
|
2021
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 1058 |
|
|
2021
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 1059 |
|
|
2021
Q2 | $3K | Sell |
46
-160
| -78% | -$10.2K | ﹤0.01% | 1060 |
|
|
2021
Q1 | $12K | Sell |
206
-31
| -13% | -$1.73K | ﹤0.01% | 732 |
|
|
2020
Q4 | $11K | Hold |
237
| – | – | ﹤0.01% | 707 |
|
|
2020
Q3 | $9K | Buy |
237
+46
| +24% | +$1.96K | ﹤0.01% | 705 |
|
|
2020
Q2 | $7K | Hold |
191
| – | – | ﹤0.01% | 750 |
|
|
2020
Q1 | $5K | Buy |
+191
| New | +$9.04K | ﹤0.01% | 785 |
|
|
2019
Q2 | – | Sell |
-65
| Closed | -$3K | – | 1625 |
|
|
2019
Q1 | $3K | Sell |
65
-35
| -35% | -$1.74K | ﹤0.01% | 1267 |
|
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1106 |
|
|
2018
Q3 | $5K | Buy |
100
+32
| +47% | +$1.78K | ﹤0.01% | 1092 |
|
|
2018
Q2 | $3K | Buy |
68
+1
| +1% | +$58 | ﹤0.01% | 1230 |
|
|
2018
Q1 | $4K | Buy |
67
+9
| +16% | +$592 | ﹤0.01% | 1145 |
|
|
2017
Q4 | $4K | Buy |
58
+9
| +18% | +$620 | ﹤0.01% | 1193 |
|
|
2017
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 1189 |
|
|
2017
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 1178 |
|
|
2017
Q1 | $3K | Hold |
49
| – | – | ﹤0.01% | 1167 |
|
|
2016
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 1215 |
|
|
2016
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 1200 |
|
|
2016
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 1163 |
|
|
2016
Q1 | $1K | Hold |
49
| – | – | ﹤0.01% | 1270 |
|
|
2015
Q4 | $2K | Buy |
+49
| New | +$2.39K | ﹤0.01% | 1152 |
|
Other funds holding PFG
Versant Capital Management's PFG Position: Q3 2026 in Review
Versant Capital Management increased its Principal Financial Group (PFG) stake by 1.9% in Q3 2026, buying an estimated $2.72K and bringing the position to 1,317 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #752.
Versant Capital Management first reported a position in PFG in Q4 2015 and has held it in 41 quarters since. 523 funds tracked by Wall St. Rank hold PFG as of Q3 2026.
- Versant Capital Management held 1,317 shares of Principal Financial Group worth $147K as of Q3 2026.
- Versant Capital Management bought 24 Principal Financial Group shares in Q3 2026, an estimated $2.72K.
- Principal Financial Group made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #752 holding.
- Versant Capital Management first reported a position in Principal Financial Group in Q4 2015 and has held it in 41 quarters since.
- 523 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.
Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.