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Fulton Bank’s Principal Financial Group PFG Stock Holding History

Fulton Bank’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 		$1.04M Buy
9,665
+1,134
+13% +$115K 0.03% 330
2026
Q1 		$769K Buy
+8,531
New +$780K 0.03% 360

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
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Fulton Bank's PFG Position: Q2 2026 in Review

Fulton Bank increased its Principal Financial Group (PFG) stake by 13% in Q2 2026, buying an estimated $115K and bringing the position to 9,665 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #330.

Fulton Bank first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Fulton Bank held 9,665 shares of Principal Financial Group worth $1.04M as of Q2 2026.
  • Fulton Bank bought 1,134 Principal Financial Group shares in Q2 2026, an estimated $115K.
  • Principal Financial Group made up 0.03% of Fulton Bank's portfolio in Q2 2026, its #330 holding.
  • Fulton Bank first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.