Chevy Chase Trust
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Chevy Chase Trust’s Principal Financial Group PFG Stock Holding History

Chevy Chase 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 		$10.2M Sell
94,911
-2,620
-3% -$266K 0.03% 400
2026
Q1 		$8.79M Sell
97,531
-3,828
-4% -$350K 0.03% 427
2025
Q4 		$8.94M Sell
101,359
-2,097
-2% -$177K 0.02% 430
2025
Q3 		$8.58M Sell
103,456
-5,581
-5% -$446K 0.02% 435
2025
Q2 		$8.66M Sell
109,037
-1,322
-1% -$101K 0.03% 427
2025
Q1 		$9.31M Sell
110,359
-64
-0.1% -$5.32K 0.03% 413
2024
Q4 		$8.55M Sell
110,423
-3,814
-3% -$321K 0.03% 433
2024
Q3 		$9.81M Sell
114,237
-3,485
-3% -$281K 0.03% 412
2024
Q2 		$9.24M Sell
117,722
-3,727
-3% -$303K 0.03% 406
2024
Q1 		$10.5M Sell
121,449
-1,076
-0.9% -$86.4K 0.03% 391
2023
Q4 		$9.64M Sell
122,525
-2,475
-2% -$179K 0.03% 401
2023
Q3 		$9.01M Sell
125,000
-4,887
-4% -$379K 0.04% 387
2023
Q2 		$9.85M Sell
129,887
-2,350
-2% -$169K 0.04% 383
2023
Q1 		$9.83M Buy
132,237
+1,357
+1% +$115K 0.04% 384
2022
Q4 		$11M Sell
130,880
-10,655
-8% -$914K 0.05% 352
2022
Q3 		$10.2M Sell
141,535
-380
-0.3% -$27.3K 0.04% 362
2022
Q2 		$9.48M Sell
141,915
-4,149
-3% -$292K 0.04% 381
2022
Q1 		$10.7M Sell
146,064
-1,775
-1% -$128K 0.04% 393
2021
Q4 		$10.7M Sell
147,839
-5,416
-4% -$378K 0.03% 409
2021
Q3 		$9.87M Sell
153,255
-7,941
-5% -$510K 0.03% 414
2021
Q2 		$10.2M Sell
161,196
-8,961
-5% -$573K 0.03% 422
2021
Q1 		$10.2M Sell
170,157
-13,901
-8% -$775K 0.04% 416
2020
Q4 		$9.13M Sell
184,058
-5,389
-3% -$247K 0.03% 425
2020
Q3 		$7.63M Sell
189,447
-15,774
-8% -$672K 0.03% 427
2020
Q2 		$8.53M Sell
205,221
-9,156
-4% -$334K 0.03% 404
2020
Q1 		$6.72M Sell
214,377
-1,545
-0.7% -$73.1K 0.03% 412
2019
Q4 		$11.9M Sell
215,922
-734
-0.3% -$40.2K 0.04% 369
2019
Q3 		$12.4M Buy
216,656
+264
+0.1% +$14.9K 0.05% 354
2019
Q2 		$12.5M Buy
216,392
+313
+0.1% +$17.2K 0.05% 353
2019
Q1 		$12.3M Sell
216,079
-720
-0.3% -$35.7K 0.05% 357
2018
Q4 		$9.58M Sell
216,799
-2,758
-1% -$136K 0.05% 377
2018
Q3 		$12.9M Sell
219,557
-4,834
-2% -$269K 0.05% 353
2018
Q2 		$11.9M Sell
224,391
-3,623
-2% -$211K 0.05% 368
2018
Q1 		$13.9M Sell
228,014
-4,848
-2% -$319K 0.06% 320
2017
Q4 		$16.4M Sell
232,862
-1,903
-0.8% -$131K 0.07% 295
2017
Q3 		$15.1M Buy
234,765
+3,464
+1% +$223K 0.07% 301
2017
Q2 		$14.8M Buy
231,301
+443
+0.2% +$28.1K 0.07% 300
2017
Q1 		$14.6M Buy
230,858
+6,913
+3% +$422K 0.07% 299
2016
Q4 		$13M Buy
223,945
+529
+0.2% +$29.6K 0.07% 300
2016
Q3 		$11.5M Sell
223,416
-7,088
-3% -$331K 0.06% 322
2016
Q2 		$9.48M Buy
230,504
+1,433
+0.6% +$60.5K 0.05% 373
2016
Q1 		$9.04M Buy
229,071
+4,418
+2% +$170K 0.05% 375
2015
Q4 		$10.1M Hold
224,653
– – 0.06% 334
2015
Q3 		$10.6M Buy
224,653
+7,851
+4% +$407K 0.07% 322
2015
Q2 		$11.1M Buy
216,802
+3,196
+1% +$166K 0.07% 318
2015
Q1 		$11M Buy
213,606
+7,255
+4% +$365K 0.07% 328
2014
Q4 		$10.7M Sell
206,351
-1,831
-0.9% -$94.9K 0.07% 324
2014
Q3 		$10.9M Buy
208,182
+12,238
+6% +$640K 0.07% 306
2014
Q2 		$9.89M Sell
195,944
-4,960
-2% -$234K 0.07% 334
2014
Q1 		$9.24M Buy
200,904
+971
+0.5% +$44.4K 0.07% 341
2013
Q4 		$9.86M Buy
199,933
+2,734
+1% +$130K 0.07% 317
2013
Q3 		$8.44M Buy
197,199
+8,358
+4% +$349K 0.07% 328
2013
Q2 		$7.07M Buy
+188,841
New +$6.91M 0.06% 344

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

Chevy Chase Trust's PFG Position: Q2 2026 in Review

Chevy Chase Trust reduced its Principal Financial Group (PFG) stake by 2.7% in Q2 2026, selling an estimated $266K and leaving 94,911 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #400.

Chevy Chase Trust first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.4M in Q4 2017. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Chevy Chase Trust held 94,911 shares of Principal Financial Group worth $10.2M as of Q2 2026.
  • Chevy Chase Trust sold 2,620 Principal Financial Group shares in Q2 2026, an estimated $266K.
  • Principal Financial Group made up 0.03% of Chevy Chase Trust's portfolio in Q2 2026, its #400 holding.
  • Chevy Chase Trust first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • Chevy Chase Trust's Principal Financial Group position peaked at $16.4M in Q4 2017.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.