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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
Q3 		$2.24K Buy
20
+15
+300% +$1.7K ﹤0.01% 752
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Arlington Trust's PFG Position: Q3 2026 in Review

Arlington Trust increased its Principal Financial Group (PFG) stake by 300% in Q3 2026, buying an estimated $1.7K and bringing the position to 20 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Arlington Trust first reported a position in PFG in Q4 2023 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Arlington Trust held 20 shares of Principal Financial Group worth $2.24K as of Q3 2026.
  • Arlington Trust bought 15 Principal Financial Group shares in Q3 2026, an estimated $1.7K.
  • Principal Financial Group made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #752 holding.
  • Arlington Trust first reported a position in Principal Financial Group in Q4 2023 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.