HM Payson & Co’s Principal Financial Group PFG Stock Holding History

HM Payson & Co’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	$4.2K	Hold	39	–	–	﹤0.01%	999
2026 Q1	$3.52K	Hold	39	–	–	﹤0.01%	1000
2025 Q4	$3.44K	Hold	39	–	–	﹤0.01%	1007
2025 Q3	$3.23K	Hold	39	–	–	﹤0.01%	982
2025 Q2	$3.1K	Hold	39	–	–	﹤0.01%	904
2025 Q1	$3.29K	Hold	39	–	–	﹤0.01%	935
2024 Q4	$3.02K	Sell	39 -3	-7%	-$253	﹤0.01%	932
2024 Q3	$3.61K	Buy	+42	New	+$3.39K	﹤0.01%	920
2023 Q3	–	Sell	-128	Closed	-$9.71K	–	1038
2023 Q2	$9.71K	Buy	+128	New	+$9.23K	﹤0.01%	805
2022 Q3	–	Sell	-41	Closed	-$3K	–	1059
2022 Q2	$3K	Sell	41 -140	-77%	-$9.85K	﹤0.01%	932
2022 Q1	$13K	Hold	181	–	–	﹤0.01%	815
2021 Q4	$13K	Sell	181 -26	-13%	-$1.81K	﹤0.01%	831
2021 Q3	$13K	Hold	207	–	–	﹤0.01%	804
2021 Q2	$13K	Sell	207 -3	-1%	-$192	﹤0.01%	795
2021 Q1	$13K	Hold	210	–	–	﹤0.01%	839
2020 Q4	$10K	Sell	210 -30	-13%	-$1.37K	﹤0.01%	865
2020 Q3	$10K	Buy	240 +60	+33%	+$2.56K	﹤0.01%	832
2020 Q2	$7K	Hold	180	–	–	﹤0.01%	774
2020 Q1	$6K	Hold	180	–	–	﹤0.01%	795
2019 Q4	$10K	Hold	180	–	–	﹤0.01%	804
2019 Q3	$10K	Hold	180	–	–	﹤0.01%	816
2019 Q2	$10K	Buy	+180	New	+$9.92K	﹤0.01%	820

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HM Payson & Co's PFG Position: Q2 2026 in Review

HM Payson & Co held its Principal Financial Group (PFG) position steady in Q2 2026 at 39 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

HM Payson & Co first reported a position in PFG in Q2 2019 and has held it in 22 quarters since. The position peaked at $13K in Q1 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

HM Payson & Co held 39 shares of Principal Financial Group worth $4.2K as of Q2 2026.
HM Payson & Co left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #999 holding.
HM Payson & Co first reported a position in Principal Financial Group in Q2 2019 and has held it in 22 quarters since.
HM Payson & Co's Principal Financial Group position peaked at $13K in Q1 2022.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.