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Blue Trust Inc’s Principal Financial Group PFG Stock Holding History

Blue Trust Inc’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 		$59.6K Sell
553
-368
-40% -$37.4K ﹤0.01% 1278
2026
Q1 		$83K Buy
921
+119
+15% +$10.9K ﹤0.01% 1111
2025
Q4 		$70.7K Sell
802
-184
-19% -$15.5K ﹤0.01% 1218
2025
Q3 		$81.8K Buy
986
+21
+2% +$1.68K ﹤0.01% 1164
2025
Q2 		$76.7K Sell
965
-38
-4% -$2.92K ﹤0.01% 1166
2025
Q1 		$84.6K Buy
1,003
+451
+82% +$37.5K ﹤0.01% 1072
2024
Q4 		$42.7K Sell
552
-2,196
-80% -$185K ﹤0.01% 1406
2024
Q3 		$216K Buy
2,748
+1,194
+77% +$96.4K ﹤0.01% 821
2024
Q2 		$134K Buy
1,554
+1,060
+215% +$86.1K ﹤0.01% 850
2024
Q1 		$42.6K Sell
494
-586
-54% -$47K ﹤0.01% 962
2023
Q4 		$78K Buy
1,080
+367
+51% +$26.6K ﹤0.01% 788
2023
Q3 		$54K Buy
713
+150
+27% +$11.6K ﹤0.01% 823
2023
Q2 		$42K Sell
563
-156
-22% -$11.2K ﹤0.01% 757
2023
Q1 		$60K Sell
719
-775
-52% -$65.8K ﹤0.01% 960
2022
Q4 		$108K Buy
1,494
+362
+32% +$31.1K ﹤0.01% 637
2022
Q3 		$76K Buy
1,132
+865
+324% +$62.1K ﹤0.01% 623
2022
Q2 		$20K Buy
+267
New +$18.8K ﹤0.01% 957

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Blue Trust Inc's PFG Position: Q2 2026 in Review

Blue Trust Inc reduced its Principal Financial Group (PFG) stake by 40% in Q2 2026, selling an estimated $37.4K and leaving 553 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Blue Trust Inc first reported a position in PFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $216K in Q3 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Blue Trust Inc held 553 shares of Principal Financial Group worth $59.6K as of Q2 2026.
  • Blue Trust Inc sold 368 Principal Financial Group shares in Q2 2026, an estimated $37.4K.
  • Principal Financial Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1278 holding.
  • Blue Trust Inc first reported a position in Principal Financial Group in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Principal Financial Group position peaked at $216K in Q3 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.