Vident Advisory’s Principal Financial Group PFG Stock Holding History

Vident Advisory’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	$2.71M	Buy	30,110 +1,794	+6%	+$164K	0.02%	533
2025 Q4	$2.5M	Buy	28,316 +606	+2%	+$51.1K	0.02%	506
2025 Q3	$2.3M	Buy	27,710 +512	+2%	+$40.9K	0.02%	530
2025 Q2	$2.16M	Buy	27,198 +3,147	+13%	+$242K	0.02%	482
2025 Q1	$2.03M	Buy	24,051 +17,358	+259%	+$1.44M	0.03%	481
2024 Q4	$518K	Buy	6,693 +287	+4%	+$24.2K	0.01%	924
2024 Q3	$550K	Sell	6,406 -536	-8%	-$43.3K	0.01%	871
2024 Q2	$545K	Sell	6,942 -650	-9%	-$52.8K	0.02%	835
2024 Q1	$655K	Sell	7,592 -29,052	-79%	-$2.33M	0.01%	707
2023 Q4	$2.88M	Buy	36,644 +563	+2%	+$40.8K	0.07%	294
2023 Q3	$2.6M	Buy	+36,081	New	+$2.8M	0.08%	267

Other funds holding PFG

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vident Advisory's PFG Position: Q1 2026 in Review

Vident Advisory increased its Principal Financial Group (PFG) stake by 6.3% in Q1 2026, buying an estimated $164K and bringing the position to 30,110 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #533.

Vident Advisory first reported a position in PFG in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.88M in Q4 2023. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Vident Advisory held 30,110 shares of Principal Financial Group worth $2.71M as of Q1 2026.
Vident Advisory bought 1,794 Principal Financial Group shares in Q1 2026, an estimated $164K.
Principal Financial Group made up 0.02% of Vident Advisory's portfolio in Q1 2026, its #533 holding.
Vident Advisory first reported a position in Principal Financial Group in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's Principal Financial Group position peaked at $2.88M in Q4 2023.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.