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	$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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.