Clean Yield Group’s Principal Financial Group PFG Stock Holding History

Clean Yield Group’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	$54.2K	Hold	484	–	–	0.01%	241
2026 Q2	$52.2K	Hold	484	–	–	0.01%	237
2026 Q1	$43.6K	Hold	484	–	–	0.01%	234
2025 Q4	$42.7K	Sell	484 -75	-13%	-$6.33K	0.01%	243
2025 Q3	$46.3K	Hold	559	–	–	0.01%	236
2025 Q2	$44.4K	Hold	559	–	–	0.01%	231
2025 Q1	$47.2K	Hold	559	–	–	0.02%	232
2024 Q4	$43.3K	Hold	559	–	–	0.01%	239
2024 Q3	$48K	Hold	559	–	–	0.02%	232
2024 Q2	$43.9K	Hold	559	–	–	0.02%	238
2024 Q1	$48.2K	Sell	559 -100	-15%	-$8.02K	0.02%	239
2023 Q4	$51.8K	Hold	659	–	–	0.02%	232
2023 Q3	$46.6K	Hold	659	–	–	0.02%	233
2023 Q2	$50K	Hold	659	–	–	0.02%	237
2023 Q1	$49K	Hold	659	–	–	0.02%	238
2022 Q4	$55.3K	Hold	659	–	–	0.02%	225
2022 Q3	$48K	Hold	659	–	–	0.02%	223
2022 Q2	$44K	Hold	659	–	–	0.02%	241
2022 Q1	$48K	Hold	659	–	–	0.02%	259
2021 Q4	$48K	Hold	659	–	–	0.02%	266
2021 Q3	$42K	Hold	659	–	–	0.01%	272
2021 Q2	$42K	Buy	+659	New	+$42.1K	0.01%	266
2021 Q1	–	Sell	-659	Closed	-$33K	–	312
2020 Q4	$33K	Hold	659	–	–	0.01%	275
2020 Q3	$27K	Buy	659 +525	+392%	+$22.4K	0.01%	257
2020 Q2	$6K	Buy	+134	New	+$4.89K	﹤0.01%	316

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Clean Yield Group's PFG Position: Q3 2026 in Review

Clean Yield Group held its Principal Financial Group (PFG) position steady in Q3 2026 at 484 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #241.

Clean Yield Group first reported a position in PFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $55.3K in Q4 2022. 360 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Clean Yield Group held 484 shares of Principal Financial Group worth $54.2K as of Q3 2026.
Clean Yield Group left its Principal Financial Group share count unchanged in Q3 2026.
Principal Financial Group made up 0.01% of Clean Yield Group's portfolio in Q3 2026, its #241 holding.
Clean Yield Group first reported a position in Principal Financial Group in Q2 2020 and has held it in 25 quarters since.
Clean Yield Group's Principal Financial Group position peaked at $55.3K in Q4 2022.
360 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.