Fulton Bank
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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
Q3 		$1.19M Buy
10,622
+957
+10% +$108K 0.04% 294
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fulton Bank's PFG Position: Q3 2026 in Review

Fulton Bank increased its Principal Financial Group (PFG) stake by 9.9% in Q3 2026, buying an estimated $108K and bringing the position to 10,622 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #294.

Fulton Bank first reported a position in PFG in Q1 2026 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Fulton Bank held 10,622 shares of Principal Financial Group worth $1.19M as of Q3 2026.
  • Fulton Bank bought 957 Principal Financial Group shares in Q3 2026, an estimated $108K.
  • Principal Financial Group made up 0.04% of Fulton Bank's portfolio in Q3 2026, its #294 holding.
  • Fulton Bank first reported a position in Principal Financial Group in Q1 2026 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.