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Arlington Trust’s Principal Financial Group PFG Stock Holding History

Arlington Trust’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 		$539 Hold
5
– – ﹤0.01% 790
2026
Q1 		$451 Buy
+5
New +$457 ﹤0.01% 784
2024
Q1 		– Sell
-25
Closed -$1.97K – 785
2023
Q4 		$1.97K Buy
+25
New +$1.81K ﹤0.01% 636

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Arlington Trust's PFG Position: Q2 2026 in Review

Arlington Trust held its Principal Financial Group (PFG) position steady in Q2 2026 at 5 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Arlington Trust first reported a position in PFG in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.97K in Q4 2023. 187 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Arlington Trust held 5 shares of Principal Financial Group worth $539 as of Q2 2026.
  • Arlington Trust left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #790 holding.
  • Arlington Trust first reported a position in Principal Financial Group in Q4 2023 and has held it in 3 quarters since.
  • Arlington Trust's Principal Financial Group position peaked at $1.97K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.