Blue Trust Inc
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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
Q3 		$59.9K Sell
535
-18
-3% -$2.04K ﹤0.01% 1157
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 		$76.6K 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

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
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 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

Blue Trust Inc's PFG Position: Q3 2026 in Review

Blue Trust Inc reduced its Principal Financial Group (PFG) stake by 3.3% in Q3 2026, selling an estimated $2.04K and leaving 535 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Blue Trust Inc first reported a position in PFG in Q2 2022 and has held it in 18 quarters since. The position peaked at $216K in Q3 2024. 256 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Blue Trust Inc held 535 shares of Principal Financial Group worth $59.9K as of Q3 2026.
  • Blue Trust Inc sold 18 Principal Financial Group shares in Q3 2026, an estimated $2.04K.
  • Principal Financial Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1157 holding.
  • Blue Trust Inc first reported a position in Principal Financial Group in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Principal Financial Group position peaked at $216K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.