Voloridge Investment Management
PFG icon

Voloridge Investment Management’s Principal Financial Group PFG Stock Holding History

Voloridge Investment Management’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
2025
Q4 		– Sell
-327,368
Closed -$27.1M – 1315
2025
Q3 		$27.1M Sell
327,368
-116,310
-26% -$9.3M 0.09% 269
2025
Q2 		$35.2M Sell
443,678
-329,341
-43% -$25.3M 0.13% 199
2025
Q1 		$65.2M Sell
773,019
-106,685
-12% -$8.87M 0.24% 114
2024
Q4 		$68.1M Buy
879,704
+17,600
+2% +$1.48M 0.24% 121
2024
Q3 		$74.1M Buy
862,104
+197,835
+30% +$16M 0.27% 88
2024
Q2 		$52.1M Sell
664,269
-30,605
-4% -$2.49M 0.19% 152
2024
Q1 		$60M Buy
694,874
+395,139
+132% +$31.7M 0.22% 125
2023
Q4 		$23.6M Buy
+299,735
New +$21.7M 0.09% 280
2022
Q4 		– Sell
-41,802
Closed -$3.02M – 1589
2022
Q3 		$3.02M Buy
+41,802
New +$3M 0.02% 844
2021
Q2 		– Sell
-25,418
Closed -$1.52M – 1733
2021
Q1 		$1.52M Sell
25,418
-77,643
-75% -$4.33M 0.01% 905
2020
Q4 		$5.11M Buy
103,061
+75,453
+273% +$3.46M 0.04% 456
2020
Q3 		$1.11M Buy
+27,608
New +$1.18M 0.01% 906
2020
Q1 		– Sell
-59,762
Closed -$3.29M – 1321
2019
Q4 		$3.29M Buy
+59,762
New +$3.27M 0.06% 375
2019
Q1 		– Sell
-28,184
Closed -$1.25M – 1029
2018
Q4 		$1.25M Sell
28,184
-210,398
-88% -$10.4M 0.06% 246
2018
Q3 		$14M Buy
238,582
+59,397
+33% +$3.31M 0.3% 97
2018
Q2 		$9.49M Buy
+179,185
New +$10.4M 0.25% 93
2018
Q1 		– Sell
-74,594
Closed -$5.26M – 612
2017
Q4 		$5.26M Buy
+74,594
New +$5.14M 0.11% 192

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Voloridge Investment Management's PFG Position: Q4 2025 in Review

Voloridge Investment Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 327,368 shares — an estimated $27.1M sold.

Voloridge Investment Management first reported a position in PFG in Q4 2017 and held it in 17 quarters. The position peaked at $74.1M in Q3 2024. 892 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Voloridge Investment Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 327,368 Principal Financial Group shares in Q4 2025, an estimated $27.1M.
  • Voloridge Investment Management first reported a position in Principal Financial Group in Q4 2017 and held it in 17 quarters.
  • Voloridge Investment Management's Principal Financial Group position peaked at $74.1M in Q3 2024.
  • 892 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Voloridge Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.