Walleye Trading
PFG icon

Walleye Trading’s Principal Financial Group PFG Stock Holding History

Walleye Trading’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 		$1.43M Buy
+15,900
New +$1.45M ﹤0.01% 1911
2025
Q3 		– Sell
-6,700
Closed -$532K – 4720
2025
Q2 		$532K Sell
6,700
-6,100
-48% -$468K ﹤0.01% 2604
2025
Q1 		$1.08M Buy
12,800
+200
+2% +$16.6K ﹤0.01% 2013
2024
Q4 		$975K Buy
12,600
+11,000
+688% +$927K ﹤0.01% 2182
2024
Q3 		$137K Buy
+1,600
New +$129K ﹤0.01% 3201
2024
Q2 		– Sell
-22,000
Closed -$1.9M – 4774
2024
Q1 		$1.9M Sell
22,000
-12,900
-37% -$1.04M ﹤0.01% 1758
2023
Q4 		$2.75M Buy
34,900
+12,300
+54% +$891K 0.01% 1681
2023
Q3 		$1.63M Buy
22,600
+13,200
+140% +$1.02M ﹤0.01% 1942
2023
Q2 		$713K Sell
9,400
-2,500
-21% -$180K ﹤0.01% 2466
2023
Q1 		$884K Buy
11,900
+3,400
+40% +$288K ﹤0.01% 2311
2022
Q4 		$713K Sell
8,500
-29,700
-78% -$2.55M ﹤0.01% 2533
2022
Q3 		$2.76M Sell
38,200
-6,500
-15% -$467K 0.01% 1458
2022
Q2 		$2.99M Buy
44,700
+28,000
+168% +$1.97M 0.01% 1361
2022
Q1 		$1.23M Buy
16,700
+8,300
+99% +$601K ﹤0.01% 2050
2021
Q4 		$608K Sell
8,400
-4,700
-36% -$328K ﹤0.01% 2750
2021
Q3 		$844K Sell
13,100
-80,600
-86% -$5.17M ﹤0.01% 2395
2021
Q2 		$5.92M Buy
93,700
+87,200
+1,342% +$5.58M 0.02% 696
2021
Q1 		$390K Sell
6,500
-22,300
-77% -$1.24M ﹤0.01% 2954
2020
Q4 		$1.43M Buy
28,800
+27,800
+2,780% +$1.27M 0.01% 1680
2020
Q3 		$40K Buy
+1,000
New +$42.6K ﹤0.01% 3700
2020
Q1 		– Sell
-2,000
Closed -$110K – 4417
2019
Q4 		$110K Sell
2,000
-700
-26% -$38.3K ﹤0.01% 3515
2019
Q3 		$154K Sell
2,700
-4,800
-64% -$270K ﹤0.01% 3085
2019
Q2 		$434K Sell
7,500
-5,300
-41% -$292K ﹤0.01% 2304
2019
Q1 		$642K Sell
12,800
-8,300
-39% -$411K 0.01% 2048
2018
Q4 		$932K Buy
21,100
+4,800
+29% +$236K 0.01% 1789
2018
Q3 		$955K Buy
+16,300
New +$909K 0.01% 2119
2018
Q2 		– Sell
-10,300
Closed -$627K – 4817
2018
Q1 		$627K Buy
10,300
+6,800
+194% +$447K ﹤0.01% 2419
2017
Q4 		$246 Sell
3,500
-3,100
-47% -$214K ﹤0.01% 3292
2017
Q3 		$424 Buy
6,600
+1,200
+22% +$77.2K ﹤0.01% 2620
2017
Q2 		$346 Buy
5,400
+3,600
+200% +$228K ﹤0.01% 2697
2017
Q1 		$113 Sell
1,800
-18,000
-91% -$1.1M ﹤0.01% 3334
2016
Q4 		$1.15M Sell
19,800
-3,900
-16% -$219K 0.01% 1413
2016
Q3 		$1.22M Buy
23,700
+20,800
+717% +$973K 0.01% 1376
2016
Q2 		$120K Sell
2,900
-100
-3% -$4.22K ﹤0.01% 3364
2016
Q1 		$120K Sell
3,000
-900
-23% -$34.6K ﹤0.01% 3194
2015
Q4 		$175K Buy
+3,900
New +$190K ﹤0.01% 2823
2015
Q3 		– Sell
-8,100
Closed -$415K – 5382
2015
Q2 		$415K Buy
8,100
+6,500
+406% +$337K ﹤0.01% 1807
2015
Q1 		$82K Buy
+1,600
New +$80.4K ﹤0.01% 2792
2014
Q4 		– Sell
-4,800
Closed -$252K – 4452
2014
Q3 		$252K Sell
4,800
-1,100
-19% -$57.5K ﹤0.01% 1884
2014
Q2 		$297 Buy
5,900
+2,300
+64% +$108K ﹤0.01% 1688
2014
Q1 		$166 Buy
3,600
+2,600
+260% +$119K ﹤0.01% 2050
2013
Q4 		$49K Hold
1,000
– – ﹤0.01% 2841
2013
Q3 		$43K Buy
1,000
+100
+11% +$4.17K ﹤0.01% 2321
2013
Q2 		$34K Buy
+900
New +$32.9K ﹤0.01% 2375

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 Trading's PFG Position: Q1 2026 in Review

Walleye Trading opened a new position in Principal Financial Group (PFG) in Q1 2026: 8,806 shares worth $794K. The stake represents ﹤0.01% of the portfolio and ranks #2292 among its holdings. This is a return to the name: Walleye Trading previously reported a position in PFG as recently as Q4 2024.

Walleye Trading first reported a position in PFG in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.6M in Q4 2013. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Walleye Trading held 8,806 shares of Principal Financial Group worth $794K as of Q1 2026.
  • Principal Financial Group was a new Walleye Trading position in Q1 2026.
  • Principal Financial Group made up ﹤0.01% of Walleye Trading's portfolio in Q1 2026, its #2292 holding.
  • Walleye Trading first reported a position in Principal Financial Group in Q2 2013 and has held it in 15 quarters since.
  • Walleye Trading's Principal Financial Group position peaked at $2.6M in Q4 2013.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

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