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	$1.02M	Buy	9,500 +8,600	+956%	+$873K	﹤0.01%	2099
2026 Q1	$81.1K	Sell	900 -2,600	-74%	-$238K	﹤0.01%	3748
2025 Q4	$309K	Buy	3,500 +1,500	+75%	+$127K	﹤0.01%	3293
2025 Q3	$166K	Sell	2,000 -1,500	-43%	-$120K	﹤0.01%	3435
2025 Q2	$278K	Sell	3,500 -1,500	-30%	-$115K	﹤0.01%	3105
2025 Q1	$422K	Sell	5,000 -2,000	-29%	-$166K	﹤0.01%	2691
2024 Q4	$542K	Sell	7,000 -5,400	-44%	-$455K	﹤0.01%	2915
2024 Q3	$1.07M	Sell	12,400 -91,500	-88%	-$7.39M	﹤0.01%	2593
2024 Q2	$8.15M	Sell	103,900 -33,800	-25%	-$2.74M	0.01%	909
2024 Q1	$11.9M	Buy	137,700 +94,300	+217%	+$7.57M	0.02%	734
2023 Q4	$3.41M	Buy	43,400 +25,800	+147%	+$1.87M	0.01%	1373
2023 Q3	$1.27M	Buy	17,600 +16,200	+1,157%	+$1.26M	﹤0.01%	2085
2023 Q2	$106K	Buy	+1,400	New	+$101K	﹤0.01%	3407

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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. 959 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.
959 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.