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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
Q2 		$3.44M Buy
31,878
+1,768
+6% +$180K 0.02% 504
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
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 $3.38T AUM 44.17% 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

Vident Advisory's PFG Position: Q2 2026 in Review

Vident Advisory increased its Principal Financial Group (PFG) stake by 5.9% in Q2 2026, buying an estimated $180K and bringing the position to 31,878 shares worth $3.44M. The position accounts for 0.02% of the portfolio, ranked #504.

Vident Advisory first reported a position in PFG in Q3 2023 and has held it in 12 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Vident Advisory held 31,878 shares of Principal Financial Group worth $3.44M as of Q2 2026.
  • Vident Advisory bought 1,768 Principal Financial Group shares in Q2 2026, an estimated $180K.
  • Principal Financial Group made up 0.02% of Vident Advisory's portfolio in Q2 2026, its #504 holding.
  • Vident Advisory first reported a position in Principal Financial Group in Q3 2023 and has held it in 12 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.