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von Borstel & Associates’s Principal Financial Group PFG Stock Holding History

von Borstel & Associates’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
Q2 		– Sell
-380
Closed -$32K – 106
2025
Q1 		$32K Buy
+380
New +$31.6K 0.01% 88

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

von Borstel & Associates's PFG Position: Q2 2025 in Review

von Borstel & Associates sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 380 shares — an estimated $32K sold.

von Borstel & Associates first reported a position in PFG in Q1 2025 and held it in 1 quarter. The position peaked at $32K in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • von Borstel & Associates reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • von Borstel & Associates sold 380 Principal Financial Group shares in Q2 2025, an estimated $32K.
  • von Borstel & Associates first reported a position in Principal Financial Group in Q1 2025 and held it in 1 quarter.
  • von Borstel & Associates's Principal Financial Group position peaked at $32K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.