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Clearstead Trust’s Principal Financial Group PFG Stock Holding History

Clearstead 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
2025
Q4 		– Sell
-23
Closed -$1.91K – 1385
2025
Q3 		$1.91K Sell
23
-175
-88% -$14K ﹤0.01% 1007
2025
Q2 		$15.7K Sell
198
-28
-12% -$2.15K ﹤0.01% 490
2025
Q1 		$19.1K Buy
+226
New +$18.8K ﹤0.01% 360

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clearstead Trust's PFG Position: Q4 2025 in Review

Clearstead Trust sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 23 shares — an estimated $1.91K sold.

Clearstead Trust first reported a position in PFG in Q1 2025 and held it in 3 quarters. The position peaked at $19.1K in Q1 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Clearstead Trust reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 23 Principal Financial Group shares in Q4 2025, an estimated $1.91K.
  • Clearstead Trust first reported a position in Principal Financial Group in Q1 2025 and held it in 3 quarters.
  • Clearstead Trust's Principal Financial Group position peaked at $19.1K in Q1 2025.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.