Gillson Capital’s Principal Financial Group PFG Stock Holding History

Gillson Capital’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 Q3	–	Sell	-93,499	Closed	-$7.43M	–	90
2025 Q2	$7.43M	Buy	+93,499	New	+$7.18M	0.57%	50
2024 Q4	–	Sell	-195,101	Closed	-$16.8M	–	78
2024 Q3	$16.8M	Buy	+195,101	New	+$15.8M	1.52%	27
2023 Q4	–	Sell	-322,491	Closed	-$23.2M	–	94
2023 Q3	$23.2M	Buy	+322,491	New	+$25M	1.72%	17
2022 Q2	–	Sell	-256,861	Closed	-$18.9M	–	231
2022 Q1	$18.9M	Buy	+256,861	New	+$18.6M	1.51%	16
2021 Q2	–	Sell	-238,130	Closed	-$14.3M	–	241
2021 Q1	$14.3M	Buy	+238,130	New	+$13.3M	1.2%	28
2020 Q2	–	Sell	-404,047	Closed	-$12.7M	–	74
2020 Q1	$12.7M	Buy	+404,047	New	+$19.1M	2.14%	19

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gillson Capital's PFG Position: Q3 2025 in Review

Gillson Capital sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 93,499 shares — an estimated $7.43M sold.

Gillson Capital first reported a position in PFG in Q1 2020 and held it in 6 quarters. The position peaked at $23.2M in Q3 2023. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

Gillson Capital reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
Gillson Capital sold 93,499 Principal Financial Group shares in Q3 2025, an estimated $7.43M.
Gillson Capital first reported a position in Principal Financial Group in Q1 2020 and held it in 6 quarters.
Gillson Capital's Principal Financial Group position peaked at $23.2M in Q3 2023.
829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Gillson Capital's 13F filing for Q3 2025, filed 14 Nov 2025.