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
Q1 		$189K Sell
2,100
-1,800
-46% -$165K ﹤0.01% 3377
2025
Q4 		$344K Sell
3,900
-200
-5% -$16.9K ﹤0.01% 3204
2025
Q3 		$340K Buy
4,100
+1,600
+64% +$128K ﹤0.01% 2912
2025
Q2 		$199K Buy
2,500
+500
+25% +$38.4K ﹤0.01% 3376
2025
Q1 		$169K Buy
2,000
+1,600
+400% +$133K ﹤0.01% 3387
2024
Q4 		$31K Sell
400
-900
-69% -$75.8K ﹤0.01% 4445
2024
Q3 		$112K Sell
1,300
-20,500
-94% -$1.66M ﹤0.01% 4352
2024
Q2 		$1.71M Sell
21,800
-5,900
-21% -$479K ﹤0.01% 2255
2024
Q1 		$2.39M Buy
27,700
+11,500
+71% +$923K ﹤0.01% 1869
2023
Q4 		$1.27M Buy
16,200
+9,300
+135% +$674K ﹤0.01% 2156
2023
Q3 		$497K Buy
6,900
+4,900
+245% +$380K ﹤0.01% 2823
2023
Q2 		$152K Buy
+2,000
New +$144K ﹤0.01% 3246

Other funds holding PFG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Walleye Capital's PFG Position: Q1 2026 in Review

Walleye Capital sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 25 shares — an estimated $2.29K sold.

Walleye Capital first reported a position in PFG in Q1 2021 and held it in 9 quarters. The position peaked at $5.28M in Q3 2023. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Walleye Capital reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Walleye Capital sold 25 Principal Financial Group shares in Q1 2026, an estimated $2.29K.
  • Walleye Capital first reported a position in Principal Financial Group in Q1 2021 and held it in 9 quarters.
  • Walleye Capital's Principal Financial Group position peaked at $5.28M in Q3 2023.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.