Walleye Capital
PFG icon

Walleye Capital’s Principal Financial Group PFG Stock Holding History

Walleye Capital’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 		$109K Buy
+1,015
New +$103K ﹤0.01% 3852
2026
Q1 		– Sell
-25
Closed -$2.29K – 4827
2025
Q4 		$2.21K Sell
25
-858
-97% -$72.4K ﹤0.01% 4372
2025
Q3 		$73.2K Buy
+883
New +$70.6K ﹤0.01% 3862
2025
Q2 		– Sell
-1,430
Closed -$110K – 4921
2025
Q1 		$121K Buy
+1,430
New +$119K ﹤0.01% 3540
2024
Q4 		– Sell
-4,650
Closed -$392K – 5373
2024
Q3 		$399K Sell
4,650
-33,591
-88% -$2.71M ﹤0.01% 3504
2024
Q2 		$3M Buy
38,241
+30,471
+392% +$2.47M 0.01% 1724
2024
Q1 		$671K Buy
+7,770
New +$624K ﹤0.01% 2956
2023
Q4 		– Sell
-73,220
Closed -$5.3M – 5376
2023
Q3 		$5.28M Buy
+73,220
New +$5.68M 0.01% 1000
2022
Q2 		– Sell
-4,988
Closed -$366K – 2644
2022
Q1 		$366K Buy
+4,988
New +$361K 0.01% 1192
2021
Q2 		– Sell
-20,673
Closed -$1.24M – 1471
2021
Q1 		$1.24M Buy
+20,673
New +$1.15M 0.07% 235

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 $3.37T AUM 44.26% 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

Walleye Capital's PFG Position: Q2 2026 in Review

Walleye Capital opened a new position in Principal Financial Group (PFG) in Q2 2026: 1,015 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #3852 among its holdings. This is a return to the name: Walleye Capital previously reported a position in PFG as recently as Q4 2025.

Walleye Capital first reported a position in PFG in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.28M in Q3 2023. 958 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Walleye Capital held 1,015 shares of Principal Financial Group worth $109K as of Q2 2026.
  • Principal Financial Group was a new Walleye Capital position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Walleye Capital's portfolio in Q2 2026, its #3852 holding.
  • Walleye Capital first reported a position in Principal Financial Group in Q1 2021 and has held it in 10 quarters since.
  • Walleye Capital's Principal Financial Group position peaked at $5.28M in Q3 2023.
  • 958 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.