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Grove Bank & Trust’s Principal Financial Group PFG Stock Holding History

Grove Bank & 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
2026
Q2 		$25.4K Hold
236
– – ﹤0.01% 529
2026
Q1 		$21.3K Hold
236
– – ﹤0.01% 533
2025
Q4 		$20.8K Hold
236
– – ﹤0.01% 542
2025
Q3 		$19.6K Hold
236
– – ﹤0.01% 533
2025
Q2 		$18.7K Buy
236
+27
+13% +$2.07K ﹤0.01% 539
2025
Q1 		$17.6K Buy
209
+120
+135% +$9.98K ﹤0.01% 539
2024
Q4 		$6.89K Buy
89
+44
+98% +$3.71K ﹤0.01% 565
2024
Q3 		$3.87K Buy
+45
New +$3.63K ﹤0.01% 578
2023
Q3 		– Sell
-80
Closed -$6.07K – 779
2023
Q2 		$6.07K Sell
80
-217
-73% -$15.6K ﹤0.01% 536
2023
Q1 		$22.1K Buy
297
+47
+19% +$3.99K ﹤0.01% 451
2022
Q4 		$21K Buy
+250
New +$21.4K ﹤0.01% 452
2018
Q1 		– Sell
-261
Closed -$18K – 377
2017
Q4 		$18K Buy
261
+66
+34% +$4.55K 0.01% 396
2017
Q3 		$13K Hold
195
– – 0.01% 437
2017
Q2 		$12K Buy
+195
New +$12.4K 0.01% 453

Other funds holding PFG

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Grove Bank & Trust's PFG Position: Q2 2026 in Review

Grove Bank & Trust held its Principal Financial Group (PFG) position steady in Q2 2026 at 236 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Grove Bank & Trust first reported a position in PFG in Q2 2017 and has held it in 14 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Grove Bank & Trust held 236 shares of Principal Financial Group worth $25.4K as of Q2 2026.
  • Grove Bank & Trust left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #529 holding.
  • Grove Bank & Trust first reported a position in Principal Financial Group in Q2 2017 and has held it in 14 quarters since.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.