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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 $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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vest Financial's PFG Position: Q1 2026 in Review

Vest Financial sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 15,246 shares — an estimated $1.34M sold.

Vest Financial first reported a position in PFG in Q1 2023 and held it in 8 quarters. The position peaked at $13.2M in Q4 2023. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Vest Financial reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Vest Financial sold 15,246 Principal Financial Group shares in Q1 2026, an estimated $1.34M.
  • Vest Financial first reported a position in Principal Financial Group in Q1 2023 and held it in 8 quarters.
  • Vest Financial's Principal Financial Group position peaked at $13.2M in Q4 2023.
  • 914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.