Wakefield Asset Management’s Principal Financial Group PFG Stock Holding History

Wakefield Asset 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 Q2	–	Sell	-21,318	Closed	-$1.8M	–	238
2025 Q1	$1.8M	Buy	+21,318	New	+$1.77M	0.54%	55
2023 Q1	–	Sell	-29,666	Closed	-$2.49M	–	200
2022 Q4	$2.49M	Sell	29,666 -3,794	-11%	-$325K	1.05%	37
2022 Q3	$2.41M	Buy	+33,460	New	+$2.4M	1.11%	31
2019 Q4	–	Sell	-3,856	Closed	-$220K	–	185
2019 Q3	$220K	Buy	+3,856	New	+$217K	0.1%	142

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wakefield Asset Management's PFG Position: Q2 2025 in Review

Wakefield Asset Management sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 21,318 shares — an estimated $1.8M sold.

Wakefield Asset Management first reported a position in PFG in Q3 2019 and held it in 4 quarters. The position peaked at $2.49M in Q4 2022. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

Wakefield Asset Management reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
Wakefield Asset Management sold 21,318 Principal Financial Group shares in Q2 2025, an estimated $1.8M.
Wakefield Asset Management first reported a position in Principal Financial Group in Q3 2019 and held it in 4 quarters.
Wakefield Asset Management's Principal Financial Group position peaked at $2.49M in Q4 2022.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Wakefield Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.