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Chesley Taft & Associates’s Principal Financial Group PFG Stock Holding History

Chesley Taft & Associates’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 		$337K Sell
3,130
-76
-2% -$7.72K 0.01% 317
2026
Q1 		$289K Buy
3,206
+3
+0.1% +$274 0.01% 328
2025
Q4 		$283K Sell
3,203
-63
-2% -$5.32K 0.01% 334
2025
Q3 		$271K Buy
3,266
+3
+0.1% +$240 0.01% 319
2025
Q2 		$259K Buy
3,263
+2
+0.1% +$154 0.01% 314
2025
Q1 		$275K Buy
3,261
+3
+0.1% +$250 0.01% 307
2024
Q4 		$252K Buy
3,258
+2
+0.1% +$169 0.01% 302
2024
Q3 		$280K Buy
3,256
+97
+3% +$7.83K 0.01% 293
2024
Q2 		$248K Buy
3,159
+3
+0.1% +$244 0.01% 294
2024
Q1 		$272K Buy
3,156
+2
+0.1% +$161 0.01% 287
2023
Q4 		$248K Sell
3,154
-114
-3% -$8.26K 0.01% 289
2023
Q3 		$236K Buy
3,268
+2
+0.1% +$155 0.02% 277
2023
Q2 		$248K Buy
3,266
+3
+0.1% +$216 0.02% 274
2023
Q1 		$243K Hold
3,263
– – 0.02% 277
2022
Q4 		$274K Buy
3,263
+4
+0.1% +$343 0.02% 267
2022
Q3 		$235K Hold
3,259
– – 0.02% 266
2022
Q2 		$218K Buy
+3,259
New +$229K 0.01% 282
2018
Q2 		– Sell
-14,427
Closed -$879K – 274
2018
Q1 		$879K Sell
14,427
-550
-4% -$36.2K 0.08% 173
2017
Q4 		$1.06M Buy
14,977
+25
+0.2% +$1.72K 0.09% 169
2017
Q3 		$962K Buy
+14,952
New +$962K 0.08% 172

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Chesley Taft & Associates's PFG Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Principal Financial Group (PFG) stake by 2.4% in Q2 2026, selling an estimated $7.72K and leaving 3,130 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #317.

Chesley Taft & Associates first reported a position in PFG in Q3 2017 and has held it in 20 quarters since. The position peaked at $1.06M in Q4 2017. 343 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Chesley Taft & Associates held 3,130 shares of Principal Financial Group worth $337K as of Q2 2026.
  • Chesley Taft & Associates sold 76 Principal Financial Group shares in Q2 2026, an estimated $7.72K.
  • Principal Financial Group made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #317 holding.
  • Chesley Taft & Associates first reported a position in Principal Financial Group in Q3 2017 and has held it in 20 quarters since.
  • Chesley Taft & Associates's Principal Financial Group position peaked at $1.06M in Q4 2017.
  • 343 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.