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Caldwell Trust’s Principal Financial Group PFG Stock Holding History

Caldwell 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 		$25.3K Hold
235
– – ﹤0.01% 575
2026
Q1 		$21.2K Hold
235
– – ﹤0.01% 591
2025
Q4 		$20.7K Hold
235
– – ﹤0.01% 580
2025
Q3 		$19.5K Hold
235
– – ﹤0.01% 575
2025
Q2 		$18.7K Hold
235
– – ﹤0.01% 574
2025
Q1 		$19.8K Hold
235
– – ﹤0.01% 558
2024
Q4 		$18.2K Hold
235
– – ﹤0.01% 563
2024
Q3 		$20.2K Hold
235
– – ﹤0.01% 553
2024
Q2 		$18.4K Hold
235
– – ﹤0.01% 552
2024
Q1 		$20.3K Hold
235
– – ﹤0.01% 550
2023
Q4 		$18.5K Hold
235
– – ﹤0.01% 552
2023
Q3 		$16.9K Hold
235
– – ﹤0.01% 565
2023
Q2 		$17.8K Sell
235
-100
-30% -$7.21K ﹤0.01% 573
2023
Q1 		$24.9K Hold
335
– – ﹤0.01% 522
2022
Q4 		$28.1K Buy
335
+13
+4% +$1.11K ﹤0.01% 496
2022
Q3 		$23.2K Hold
322
– – ﹤0.01% 519
2022
Q2 		$21.5K Buy
322
+25
+8% +$1.76K ﹤0.01% 537
2022
Q1 		$21.8K Hold
297
– – ﹤0.01% 556
2021
Q4 		$21.5K Hold
297
– – ﹤0.01% 555
2021
Q3 		$19.1K Hold
297
– – ﹤0.01% 564
2021
Q2 		$18.8K Hold
297
– – ﹤0.01% 575
2021
Q1 		$17.8K Hold
297
– – ﹤0.01% 570
2020
Q4 		$14.7K Hold
297
– – ﹤0.01% 585
2020
Q3 		$12K Hold
297
– – ﹤0.01% 592
2020
Q2 		$12.3K Hold
297
– – ﹤0.01% 611
2020
Q1 		$9.31K Hold
297
– – ﹤0.01% 648
2019
Q4 		$16.3K Buy
+297
New +$16.3K ﹤0.01% 617

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

Caldwell Trust's PFG Position: Q2 2026 in Review

Caldwell Trust held its Principal Financial Group (PFG) position steady in Q2 2026 at 235 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Caldwell Trust first reported a position in PFG in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.1K in Q4 2022. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Caldwell Trust held 235 shares of Principal Financial Group worth $25.3K as of Q2 2026.
  • Caldwell Trust left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #575 holding.
  • Caldwell Trust first reported a position in Principal Financial Group in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Principal Financial Group position peaked at $28.1K in Q4 2022.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.