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Ballentine Partners’s Principal Financial Group PFG Stock Holding History

Ballentine Partners’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 		$628K Buy
5,823
+3,077
+112% +$312K 0.01% 494
2026
Q1 		$247K Buy
2,746
+5
+0.2% +$457 ﹤0.01% 831
2025
Q4 		$242K Sell
2,741
-8
-0.3% -$675 ﹤0.01% 827
2025
Q3 		$228K Sell
2,749
-49
-2% -$3.92K ﹤0.01% 853
2025
Q2 		$222K Buy
2,798
+3
+0.1% +$230 ﹤0.01% 838
2025
Q1 		$236K Buy
2,795
+27
+1% +$2.25K ﹤0.01% 722
2024
Q4 		$214K Sell
2,768
-32
-1% -$2.7K ﹤0.01% 759
2024
Q3 		$241K Sell
2,800
-106
-4% -$8.56K ﹤0.01% 676
2024
Q2 		$228K Buy
2,906
+138
+5% +$11.2K ﹤0.01% 647
2024
Q1 		$239K Sell
2,768
-45
-2% -$3.61K ﹤0.01% 617
2023
Q4 		$221K Buy
+2,813
New +$204K ﹤0.01% 592

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

Ballentine Partners's PFG Position: Q2 2026 in Review

Ballentine Partners increased its Principal Financial Group (PFG) stake by 112% in Q2 2026, buying an estimated $312K and bringing the position to 5,823 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #494.

Ballentine Partners first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 178 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Ballentine Partners held 5,823 shares of Principal Financial Group worth $628K as of Q2 2026.
  • Ballentine Partners bought 3,077 Principal Financial Group shares in Q2 2026, an estimated $312K.
  • Principal Financial Group made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #494 holding.
  • Ballentine Partners first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 178 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.