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Vestcor Inc’s Principal Financial Group PFG Stock Holding History

Vestcor Inc’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
Q2 		$737K Hold
6,839
– – 0.02% 658
2026
Q1 		$616K Hold
6,839
– – 0.02% 653
2025
Q4 		$603K Hold
6,839
– – 0.02% 648
2025
Q3 		$567K Hold
6,839
– – 0.02% 671
2025
Q2 		$543K Buy
6,839
+2,173
+47% +$167K 0.02% 664
2025
Q1 		$394K Buy
4,666
+12
+0.3% +$998 0.01% 769
2024
Q4 		$360K Sell
4,654
-9
-0.2% -$758 0.01% 799
2024
Q3 		$401K Hold
4,663
– – 0.01% 768
2024
Q2 		$366K Hold
4,663
– – 0.01% 768
2024
Q1 		$402K Sell
4,663
-40
-0.9% -$3.21K 0.01% 724
2023
Q4 		$370K Sell
4,703
-78
-2% -$5.65K 0.01% 767
2023
Q3 		$345K Sell
4,781
-1,095
-19% -$85K 0.01% 771
2023
Q2 		$446K Hold
5,876
– – 0.02% 626
2023
Q1 		$437K Sell
5,876
-15,822
-73% -$1.34M 0.02% 665
2022
Q4 		$1.82M Sell
21,698
-46
-0.2% -$3.95K 0.07% 314
2022
Q3 		$1.57M Buy
21,744
+15,665
+258% +$1.13M 0.06% 365
2022
Q2 		$406K Buy
6,079
+1,884
+45% +$133K 0.02% 741
2022
Q1 		$308K Sell
4,195
-11,118
-73% -$805K 0.01% 803
2021
Q4 		$1.11M Buy
15,313
+11,290
+281% +$788K 0.04% 411
2021
Q3 		$259K Sell
4,023
-551
-12% -$35.4K 0.01% 769
2021
Q2 		$289K Sell
4,574
-180
-4% -$11.5K 0.01% 781
2021
Q1 		$285K Sell
4,754
-114
-2% -$6.35K 0.01% 743
2020
Q4 		$242K Sell
4,868
-418
-8% -$19.1K 0.01% 702
2020
Q3 		$213K Sell
5,286
-206
-4% -$8.78K 0.01% 655
2020
Q2 		$228K Sell
5,492
-36
-0.7% -$1.31K 0.01% 570
2020
Q1 		$173K Buy
5,528
+1,050
+23% +$49.7K 0.01% 649
2019
Q4 		$246K Buy
+4,478
New +$245K 0.01% 654

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Vestcor Inc's PFG Position: Q2 2026 in Review

Vestcor Inc held its Principal Financial Group (PFG) position steady in Q2 2026 at 6,839 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #658.

Vestcor Inc first reported a position in PFG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.82M in Q4 2022. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Vestcor Inc held 6,839 shares of Principal Financial Group worth $737K as of Q2 2026.
  • Vestcor Inc left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.02% of Vestcor Inc's portfolio in Q2 2026, its #658 holding.
  • Vestcor Inc first reported a position in Principal Financial Group in Q4 2019 and has held it in 27 quarters since.
  • Vestcor Inc's Principal Financial Group position peaked at $1.82M in Q4 2022.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Vestcor Inc's 13F filing for Q2 2026, filed 11 Aug 2026.