WI
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WBI Investments’s Principal Financial Group PFG Stock Holding History

WBI Investments’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
2014
Q4 		– Sell
-30,000
Closed -$16K – 228
2014
Q3 		$16K Buy
+30,000
New +$1.57M ﹤0.01% 166

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

WBI Investments's PFG Position: Q1 2026 in Review

WBI Investments sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 2,883 shares — an estimated $254K sold.

WBI Investments first reported a position in PFG in Q1 2014 and held it in 23 quarters. The position peaked at $20.7M in Q3 2018. 910 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • WBI Investments reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 2,883 Principal Financial Group shares in Q1 2026, an estimated $254K.
  • WBI Investments first reported a position in Principal Financial Group in Q1 2014 and held it in 23 quarters.
  • WBI Investments's Principal Financial Group position peaked at $20.7M in Q3 2018.
  • 910 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.