Hazlett, Burt & Watson’s Principal Financial Group PFG Stock Holding History

Hazlett, Burt & Watson’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	$65K	Hold	583	–	–	0.02%	412
2026 Q2	$63K	Hold	583	–	–	0.02%	428
2026 Q1	$53K	Sell	583 -65	-10%	-$5.94K	0.02%	441
2025 Q4	$57K	Sell	648 -65	-9%	-$5.49K	0.02%	427
2025 Q3	$59K	Buy	713 +130	+22%	+$10.4K	0.02%	389
2025 Q2	$46K	Hold	583	–	–	0.02%	392
2025 Q1	$49K	Hold	583	–	–	0.02%	359
2024 Q4	$45K	Hold	583	–	–	0.02%	371
2024 Q3	$50K	Hold	583	–	–	0.02%	353
2024 Q2	$46K	Hold	583	–	–	0.02%	347
2024 Q1	$50K	Hold	583	–	–	0.03%	327
2023 Q4	$46K	Hold	583	–	–	0.03%	320
2023 Q3	$42K	Hold	583	–	–	0.03%	325
2023 Q2	$44K	Hold	583	–	–	0.03%	318
2023 Q1	$43K	Hold	583	–	–	0.04%	302
2022 Q4	$49K	Hold	583	–	–	0.04%	272
2022 Q3	$42K	Hold	583	–	–	0.04%	280
2022 Q2	$39K	Hold	583	–	–	0.04%	304
2022 Q1	$43K	Buy	+583	New	+$42.2K	0.03%	306

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hazlett, Burt & Watson's PFG Position: Q3 2026 in Review

Hazlett, Burt & Watson held its Principal Financial Group (PFG) position steady in Q3 2026 at 583 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #412.

Hazlett, Burt & Watson first reported a position in PFG in Q1 2022 and has held it in 19 quarters since. 547 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Hazlett, Burt & Watson held 583 shares of Principal Financial Group worth $65K as of Q3 2026.
Hazlett, Burt & Watson left its Principal Financial Group share count unchanged in Q3 2026.
Principal Financial Group made up 0.02% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #412 holding.
Hazlett, Burt & Watson first reported a position in Principal Financial Group in Q1 2022 and has held it in 19 quarters since.
547 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.