Oak Thistle LLC’s Principal Financial Group PFG Stock Holding History

Oak Thistle LLC’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	–	Sell	-9,636	Closed	-$1.04M	–	617
2026 Q2	$1.04M	Buy	+9,636	New	+$978K	0.1%	338
2026 Q1	–	Sell	-16,570	Closed	-$1.46M	–	597
2025 Q4	$1.46M	Buy	+16,570	New	+$1.4M	0.2%	202
2025 Q1	–	Sell	-8,026	Closed	-$621K	–	533
2024 Q4	$621K	Buy	+8,026	New	+$676K	0.18%	205
2024 Q3	–	Sell	-5,792	Closed	-$454K	–	496
2024 Q2	$454K	Buy	+5,792	New	+$470K	0.34%	127
2022 Q3	–	Sell	-3,163	Closed	-$212K	–	212
2022 Q2	$212K	Buy	+3,163	New	+$222K	0.41%	148

Other funds holding PFG

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Oak Thistle LLC's PFG Position: Q3 2026 in Review

Oak Thistle LLC sold out of Principal Financial Group (PFG) in Q3 2026, closing a stake of 9,636 shares — an estimated $1.04M sold.

Oak Thistle LLC first reported a position in PFG in Q2 2022 and held it in 5 quarters. The position peaked at $1.46M in Q4 2025. 203 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Oak Thistle LLC reported no remaining Principal Financial Group position as of Q3 2026 after selling out during the quarter.
Oak Thistle LLC sold 9,636 Principal Financial Group shares in Q3 2026, an estimated $1.04M.
Oak Thistle LLC first reported a position in Principal Financial Group in Q2 2022 and held it in 5 quarters.
Oak Thistle LLC's Principal Financial Group position peaked at $1.46M in Q4 2025.
203 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.