Virtu Financial’s Principal Financial Group PFG Stock Holding History

Virtu 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 Q2	$693K	Buy	+6,431	New	+$653K	0.02%	416
2025 Q2	–	Sell	-9,251	Closed	-$780K	–	1912
2025 Q1	$780K	Buy	9,251 +5,751	+164%	+$478K	0.04%	358
2024 Q4	$271K	Buy	+3,500	New	+$295K	0.01%	750
2024 Q3	–	Sell	-2,723	Closed	-$214K	–	1759
2024 Q2	$214K	Buy	+2,723	New	+$221K	0.01%	681
2023 Q4	–	Sell	-2,854	Closed	-$206K	–	1901
2023 Q3	$206K	Buy	+2,854	New	+$222K	0.02%	652
2023 Q2	–	Sell	-5,615	Closed	-$417K	–	1907
2023 Q1	$417K	Sell	5,615 -6,857	-55%	-$582K	0.04%	407
2022 Q4	$1.05M	Buy	12,472 +5,440	+77%	+$467K	0.14%	130
2022 Q3	$507K	Buy	+7,032	New	+$505K	0.05%	394
2018 Q1	–	Sell	-4,954	Closed	-$350K	–	2432
2017 Q4	$350K	Buy	+4,954	New	+$341K	0.02%	1130
2017 Q1	–	Sell	-9,283	Closed	-$537K	–	532
2016 Q4	$537K	Buy	+9,283	New	+$520K	0.06%	237

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Virtu Financial's PFG Position: Q2 2026 in Review

Virtu Financial opened a new position in Principal Financial Group (PFG) in Q2 2026: 6,431 shares worth $693K. The stake represents 0.02% of the portfolio and ranks #416 among its holdings. This is a return to the name: Virtu Financial previously reported a position in PFG as recently as Q1 2025.

Virtu Financial first reported a position in PFG in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2022. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Virtu Financial held 6,431 shares of Principal Financial Group worth $693K as of Q2 2026.
Principal Financial Group was a new Virtu Financial position in Q2 2026.
Principal Financial Group made up 0.02% of Virtu Financial's portfolio in Q2 2026, its #416 holding.
Virtu Financial first reported a position in Principal Financial Group in Q4 2016 and has held it in 10 quarters since.
Virtu Financial's Principal Financial Group position peaked at $1.05M in Q4 2022.
959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Virtu Financial's 13F filing for Q2 2026, filed 13 Aug 2026.