VF
PFG icon

Vest Financial’s Principal Financial Group PFG Stock Holding History

Vest Financial’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
-15,246
Closed -$1.34M – 433
2025
Q4 		$1.34M Buy
15,246
+1,558
+11% +$131K 0.02% 351
2025
Q3 		$1.13M Buy
13,688
+2,029
+17% +$162K 0.01% 351
2025
Q2 		$926K Buy
11,659
+2,326
+25% +$179K 0.01% 358
2025
Q1 		$787K Buy
+9,333
New +$776K 0.01% 343
2024
Q1 		– Sell
-167,313
Closed -$13.2M – 292
2023
Q4 		$13.2M Buy
167,313
+47,446
+40% +$3.44M 0.49% 86
2023
Q3 		$8.64M Buy
119,867
+50,022
+72% +$3.88M 0.47% 105
2023
Q2 		$5.3M Buy
69,845
+50,573
+262% +$3.65M 0.49% 83
2023
Q1 		$1.43M Buy
+19,272
New +$1.64M 0.2% 85

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return